Scholars Choice
Investment Options

If you’d like to free yourself from the task of adjusting your 529 plan account’s asset allocation, consider the Age-Based Option or Years to Enrollment Option. With either, for as long as you choose to remain invested, we adjust your asset allocation for you, according to a predetermined schedule. As the beneficiary grows older or as enrollment draws nearer, your assets automatically move through a series of portfolios that gradually adjust from more aggressive allocations made up of mostly equity funds to more conservative allocations made up mostly of fixed income funds and cash equivalents.

If you are interested in a set college savings plan investment allocation and choosing if, when and how your investment adjusts over time, consider one of these six investment options. They range from an aggressive, all equity allocation to a more conservative money market allocation. With these options, your account’s asset allocation is fixed for as long as you choose to remain invested. Your advisor will help you determine the investment option suitable for you, based on your investment objective, time horizon, risk tolerance and other investments.

Want to build your own portfolio – or complement another strategy by emphasizing a particular class asset? Consider our Individual Fund Options, each of which invests 100% of its assets in a single underlying fund. Choose from five options:

• U.S. Aggressive Equity
• U.S. Core Equity
• U.S. Small Cap Equity
• International Equity
• Global Fixed Income