Contributions to your EdVest account are placed in a trust fund
established by the State of Wisconsin. EdVest offers investment
options to suit any investor's needs. There are multiple market-based
investment options, each with different allocations of stock and
bond securities. You can select a portfolio based on your personal
risk tolerance or the length of time until your child starts college.
Following are the available portfolios, listed from most aggressive
to most conservative.
For a list of portfolio expenses, click
All portfolios also have the ability,
at the investment managers 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.
1 Institutional Class
2 Investor Class Shares
3 Administrator Class Shares
4 Admiral Shares
5 Class A Shares at NAV