Enrollment-Based Option
The Enrollment-Based investment tracks simplify your life by automatically moving your investment to more conservative portfolios as your child nears enrollment. Three series of portfolios are offered: Aggressive Growth Track, Moderate Growth Track, or Conservative Growth Track. Each has a different allocation of stock and bond funds to match your risk tolerance and investment objective. Click on the pie charts below to view the underlying investments.

Years-to-College	Aggressive Growth Track Portfolios	Moderate Growth Track Portfolios	Conservative Growth Track Portfolios
10 or more
7 to 9
4 to 6
1 to 3
In College

 International Stock Funds    Domestic Stock Funds    Bond Funds   Money Market Funds

For a list of portfolio expenses, click here.

All portfolios also have the ability, at the investment manager’s discretion, to invest up to 5% of assets in cash or cash-type securities (high-quality, short-term debt securities issued by corporations, financial institutions, the U.S. government, or foreign governments).

An investment in the Money Market Portfolio is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the Money Market Portfolio seeks to preserve the value of your investment at $10.00 per share, it is possible to lose money by investing in it.

EdVest portfolios may invest in stock and bond investments. Stock investment values fluctuate in response to the activities of individual companies and general market and economic conditions. Bond investment values fluctuate in response to the financial condition of individual issuers, general market and economic conditions, and changes in interest rates. In general, when interest rates rise, bond investment values fall and investors may lose principal value. Consult a program description for additional information on these and other risks.

This Web site is accompanied by a current program description (PDF) for the EdVest^SM plan.

An investor's or a designated beneficiary's home state may offer state tax or other benefits that are only available for investments in that state's qualified tuition program. Please consider this before investing.

NOT FDIC/NCUA INSURED  •  NO BANK GUARANTEE  •  MAY LOSE VALUE

©2009 All rights reserved. EdVest is a state-sponsored 529 college savings plan administered by the Wisconsin Office of the State Treasurer. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo & Company, provides investment management and administrative services to the EdVest plan. Shares in the program are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA/SIPC, an affiliate of Wells Fargo & Company.

Wells Fargo does not control or endorse and is not responsible for third-party Web sites to which this site links.

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