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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: the 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
Aggressive Portfolio
Aggressive Portfolio
Aggressive Portfolio
7 to 9
Growth
Moderate
Balanced
4 to 6
Moderate
Balanced
Conservative
1 to 3
Balanced
Conservative
Income
In College
Income
Stable Value
Stable Value

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).

EdVest portfolios may invest in stock and bond investments. Stock investments should only be considered for long-term goals as 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 for EdVest. Consider the investment objectives, risks, charges and expenses of the investment carefully before investing. This and other information about EdVest can be found in a current program description. Please read it carefully before investing.

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 INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
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