Individual Fund Investment Options
Build your own portfolio.
Bloomwell offers 17 Individual Fund Investment Options from well-respected investment companies including Vanguard, State Street, T. Rowe Price, MetWest, and DFA.
To provide additional flexibility, Bloomwell 529 Education Savings offers 17 Individual Fund Investment Options. You can select any combination of the Individual Fund Investment Options to design an investment portfolio that meets your needs, risk tolerance, and investment style.
Money Market
Fixed Income
- Vanguard Short-Term Inflation-Protected Securities Index 529
- Vanguard Short-Term Bond Index 529
- Vanguard Total Bond Market Index 529
- MetWest Total Return Bond 529
- DFA World ex-U.S. Government Fixed Income 529
Non-U.S. Equity
U.S. Equity
- State Street S&P 500® Index 529
- Vanguard Total Stock Market Index 529
- Vanguard Equity Income 529
- Vanguard Russell 1000 Value Index 529
- T.Rowe Price Large-Cap Growth 529
- Vanguard Extended Market Index 529
- Vanguard Russell 2000 Growth Index 529
- iShares Core S&P Small-Cap ETF 529
Real Estate
A word about risk: Keep in mind that you can lose money by investing in these options. Each of the Age-Based, Static, and Individual Fund Investment Options involves investment risks, which are described in the underlying mutual fund prospectuses and the Program Disclosure Statement and should be considered before investing. For example, international investing, especially in emerging markets, has additional risks such as currency fluctuation, economic and political risks, and market volatility. Investing in small, medium, and international companies may increase the risk of fluctuations in the value of your investment and involves greater risks than investing in more established companies. Investment Options that invest in specific industries or sectors, such as real estate, have industry concentration risk. As an example, the Investment Options that invest in real estate may perform poorly during a downturn in the real estate industry.
Investment Options that invest in bonds are subject to risks such as interest rate risk, credit risk, and inflation risk. In particular, as interest rates rise, the prices of bonds will generally fall, which can impact performance. It is important to note that the value of your account will fluctuate with market conditions. When you withdraw funds, you may have more or less than your actual investment. For more information on the Investment Options and the underlying funds in which they invest, see the underlying mutual fund prospectuses and Program Disclosure Statement.