Age-Based Conservative

(Beneficiary age 13-14)

The Age-Based Conservative Investment Option invests in the following mix of equity, real estate, fixed income, and/or money market funds allocated based on the current age of the Beneficiary. The Age-Based Investment Options adjust over time so that as the Beneficiary nears college age each Age-Based Investment Option’s allocation between equity, real estate, fixed income, and money market funds becomes more conservative relative to the allocation in earlier years.

Underlying Investments

  • Vanguard Short-Term Bond Index Fund 25%
  • MetWest Total Return Bond Fund 15%
  • Vanguard Total Bond Market Index Fund 15%
  • Vanguard Short-Term Inflation-Protected Securities Index Fund 11%
  • Vanguard Federal Money Market Fund 9%
  • Vanguard Total Stock Market Index Fund 6%
  • DFA World ex-U.S. Government Fixed Income Fund 5%
  • Vanguard Total International Stock Index Fund 4%
  • T. Rowe Price Large-Cap Growth Fund 3%
  • Vanguard Equity-Income Fund 3%
  • Vanguard Real Estate Index Fund 2%
  • DFA U.S. Small Cap Value Portfolio 1%
  • Vanguard Explorer Fund 1%

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