6 Target Portfolios
These diversified investment portfolios provide a set asset allocation of equity (stock), fixed income (bond), and money market investments. Your investment professional will help you assess your risk comfort level to choose from six portfolio options ranging from aggressive to conservative. Your portfolio will be rebalanced on an ongoing basis to maintain the targeted asset allocation. And unlike the age-based portfolios, they do not adjust their asset allocation based on the age of the beneficiary.
The most aggressive target portfolio (Fund 100) is composed primarily of equity mutual funds (58% domestic equity and 35% international equity with the remaining 7% in real asset funds). The most conservative portfolio (Fixed Income Fund) is composed of 50% fixed income and 50% money market mutual funds.
Click on “Read More” for information about each portfolio’s objectives, asset allocation, fees, and performance.