Age-Based Conservative 15-16
The Age-Based Conservative Option invests in the following mix of equity, real assets, fixed income, and/or money market funds allocated based on the current age of the Beneficiary. The Age-Based Portfolios adjust over time so that as the Beneficiary nears college age each Age-Based Portfolio’s allocation between equity, real assets, fixed income, and money market funds becomes more conservative relative to the allocation in earlier years.
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Underlying Investments
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PIMCO Short-Term Fund 25.0%
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PGIM Total Return Bond Fund 13.5%
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American Century Short Duration Inflation Protection Bond Fund 12.0%
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Fidelity Advisor Investment Grade Bond Fund 11.5%
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State Street Institutional U.S. Government Money Market Fund 8.0%
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AB Global Bond Fund 5.0%
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BlackRock High Yield Bond Fund 5.0%
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Northern Funds Stock Index Fund 5.0%
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DFA U.S. Large Cap Value Portfolio 3.0%
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T. Rowe Price Instl. Large-Cap Growth Fund 3.0%
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Northern Funds Mid Cap Index Fund 2.0%
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Northern Funds International Equity Index Fund 2.0%
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Neuberger International Select Fund 2.0%
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Principal Global Real Estate Securities Fund 1.0%
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DFA International Small Company Portfolio 1.0%
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Parametric Commodity Strategy Fund 1.0%