- 529 Basics
- NEST 529 Features
- Tax Benefits
- Cost of College
- Low-Income Matching Scholarship Program
Age-Based Index Conservative
(Beneficiary age 3-5)
The Age-Based Index 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.
- Vanguard Total Stock Market Index Fund 40%
- Vanguard Total Bond Market Index Fund 24%
- Vanguard Total International Stock Index Fund 16%
- Vanguard Short-Term Bond Index Fund 9%
- Vanguard Total International Bond Index Fund 5%
- Vanguard Real Estate Index Fund 4%
- Vanguard Short-Term Inflation-Protected Securities Index Fund 2%
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