Static Investment Portfolios

Consider this if: You’re an experienced investor and want added control over your investment portfolio’s diversification and strategy.

The Static Investment Portfolios allow you to align your investment objectives with your risk tolerance level, giving you more control over your portfolio. The portfolios are static, meaning they do not adjust over time. From equity to balanced and fixed income investment options, the Static Investment Portfolios seek to provide a favorable return that reflects the broad investment performance of the financial markets.

Most investment portfolios include index and actively managed choices. Index funds are designed to track a benchmark index. Active management, by contrast, includes oversight by a person using research, forecasts and their own experience to make investment decisions.

How Static Investment Portfolios work

These investment portfolios let you choose the mix of assets that align with your investment objectives and strategy. The allocations to the underlying mutual funds in the Static Investment Portfolios do not change automatically as the beneficiary ages as they do in the Enrollment Year Investment Portfolios. Investments will remain in the Static Investment Portfolios until the account owner instructs the Plan to move them to another investment portfolio. The Plan may change the asset allocations and underlying mutual funds for these investment portfolios (as well as for the other investment portfolios) at any time.

Investment Name Risk Level Investment Objective Allocation
Conservative Allocation Portfolio Conservative to Moderate This Investment Portfolio seeks to provide moderate long-term total return, mainly through current income.
  • 12.60% U.S. Equity
  • 6.00% International Equity
  • 1.40% Real Estate
  • 55.00% Fixed Income
  • 25.00% Capital Preservation
Balanced Allocation Portfolio Moderate to Aggressive This Investment Portfolio seeks moderate growth.
  • 31.50% U.S. Equity
  • 15.00% International Equity
  • 3.50% Real Estate
  • 50.00% Fixed Income
High Equity Allocation Portfolio Aggressive This Investment Portfolio seeks to provide a favorable long-term total return, mainly through capital appreciation.
  • 50.40% U.S. Equity
  • 24.00% International Equity
  • 5.60% Real Estate
  • 20.00% Fixed Income
100% Fixed-Income Portfolio Moderate This Investment Portfolio seeks to provide a moderate long-term rate of return primarily through current income.
  • 100.00% Fixed Income
U.S. Equity Index Portfolio Aggressive This Investment Portfolio seeks to provide a favorable long-term total return, mainly through capital appreciation.
  • 100.00% U.S. Equity

The investment portfolios are subject to the risks of the underlying funds including the loss of principal.

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Things to consider

Changing your investments

Once you invest in a particular investment portfolio, you can transfer contributions and any earnings to another investment portfolio up to twice per calendar year or upon a transfer of funds to a Path2College 529 account for a different beneficiary.

Periodically reviewing your investments

It is a good idea to periodically re-evaluate your investment strategy as your goals, investment horizon and personal situation changes—for example, annually at tax time, on a yearly basis if your income changes or upon the birth of another child.

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