Age-Based Conservative

(Beneficiary age 17-18)

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 Federal Money Market Fund 50%
  • Vanguard Short-Term Bond Index Fund 20%
  • Vanguard Short-Term Inflation-Protected Securities Index Fund 15%
  • Vanguard Total Bond Market Index Fund 8%
  • MetWest Total Return Bond Fund 7%

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