Age-Based Moderate 3-5
The Age-Based Moderate 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.
Loading...
Underlying Investments
-
Northern Funds Stock Index Fund 19.0%
-
Neuberger International Select Fund 10.5%
-
DFA U.S. Large Cap Value Portfolio 10.0%
-
T. Rowe Price Instl. Large-Cap Growth Fund 10.0%
-
Northern Funds International Equity Index Fund 8.0%
-
PGIM Total Return Bond Fund 6.5%
-
Fidelity Advisor Investment Grade Bond Fund 5.5%
-
Northern Funds Mid Cap Index Fund 5.0%
-
Vanguard Emerging Markets Select Stock Fund 5.0%
-
DFA International Small Company Portfolio 3.5%
-
American Century Short Duration Inflation Protection Bond Fund 3.0%
-
Principal Global Real Estate Securities Fund 3.0%
-
BlackRock High Yield Bond Fund 3.0%
-
AB Global Bond Fund 2.0%
-
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund 2.0%
-
Avantis U.S. Small Cap Value Fund 2.0%
-
Parametric Commodity Strategy Fund 2.0%