Static Investment Options
Your investments remain constant.
Static Options offer a fixed investment allocation throughout the life of your account. Unlike Age-Based, Static Options do not shift to a different allocation mix as your beneficiary approaches college age.
Core Investment Options
Our Core Static Options utilize multiple fund families that target to maintain the stated asset allocation and do not adjust based on your beneficiary’s age. Click 'Expand For More' to see detailed information.
Socially Aware Investment Options
Socially Aware Static
Our Socially Aware Static Strategy utilizes socially responsible funds that invest in companies with solid ESG practices and other quality fund families that target to maintain the stated asset allocation and do not adjust based on your beneficiary’s age. Click 'Expand For More' to see detailed information.
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.
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