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Index Age-Based Moderate
(Beneficiary age 19+)
The Index Age-Based Moderate Option invests in the following mix of equity, real estate, fixed income, and/or money market/bank account funds allocated based on the current age of the Beneficiary. The Age-BasedPortfolio adjust over time so that as the Beneficiary nears college age each Age-Based Portfolio’s allocation between equity, real estate, fixed income, and money market/bank account funds becomes more conservative relative to the allocation in earlier years.
Underlying Investments
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iShares Core U.S. Aggregate Bond ETF 25%
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FDIC Insured Bank Account 23%
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iShares Core 1 - 5 Year USD Bond ETF 22%
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iShares 0-5 Year TIPS Bond ETF 14%
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iShares Total U.S. Stock Market Index Fund 7%
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Vanguard High-Yield Corporate Fund 3%
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Vanguard Total International Bond Index Fund 2%
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iShares Core MSCI Total International Stock ETF 2%
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Vanguard Emerging Markets Government Bond Index ETF 1%
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iShares Developed Real Estate Index Fund 1%
Portfolio Performance
Single Portfolio Performance Fee Structure as of November 30, 2024 YTD 3 Mo Average Annual Total Returns as of 11/30/2024 Expense RatioFootnote 1 Inception Date 1 Yr 3 Yrs 5 Yrs 10 Yrs Since InceptionFootnote 2 Fee Structure A 2.02% -2.46% 4.25% - - - 4.24% 0.43% 11/15/22 -
Past performance is not necessarily an indication of future performance. Investment return and principal value will fluctuate, and you may have a gain or loss when you sell your shares. Current performance may be lower or higher than the performance data above. Performance information is current as of the most recent timeframe referenced above and is net of the Underlying Investment expenses, the program management fee, state fee, and any applicable account servicing fee.
For more information about the risks associated with each Investment Option and Underlying Investments, read the Program Disclosure Statement and the fund prospectus. The Investment Options’ risks are directly related to the risks of the Underlying Investments.
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