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.

Underlying Investments

  • 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%

Ready to open your account?

Enroll Today