Age-Based Index Moderate (Beneficiary age 0-2)

The Age-Based Index Moderate 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 60%
  • Vanguard Total International Stock Index Fund 24%
  • Vanguard Total Bond Market Index Fund 7%
  • Vanguard Real Estate Index Fund 6%
  • Vanguard Short-Term Bond Index Fund 2%
  • Vanguard Total International Bond Index Fund 1%

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