The Managed Investment Portfolios are a set of individual investment portfolios that align with the date your future student needs funds to pay for their education (i.e., their enrollment year in school). The asset allocation or mix of equities, bonds, and cash adjusts automatically as the enrollment year approaches. A Managed Investment Portfolio can be a good all-in-one solution to achieve investment diversity with no extra work once you select your portfolio. The Plan offers two types of Managed Investment Portfolios: i) the Managed Enrollment Year Investment Portfolios, and ii) the Aggressive Managed Enrollment Year Investment Portfolios. For the equivalent enrollment year, an Aggressive Managed Enrollment Year Investment Portfolio will allocate a higher percentage of its assets to mutual funds that mainly invest in equity securities than a Managed Enrollment Year Investment Portfolio.
How the Managed Investment Portfolios Work
Asset Allocation by Managed Investment Portfolio
Select the “Managed Enrollment” tab if you are considering a Managed Enrollment Year Investment Portfolio, or the “Aggressive Managed Enrollment” tab if you are considering an Aggressive Managed Enrollment Year Investment Portfolio. Next, slide along the bar to the Enrollment Year that corresponds to the expected date you plan to use your funds to pay for your child’s education. Then click Submit to view the investment mix.
Ready to get started?
Open your Path2College 529 account today.