Age-Based Core

(Beneficiary age 19+)

The Age-Based Core invests in the following mix of domestic and international equity, global real estate, domestic and international fixed income, and/or cash equivalents allocated based on the current age of the Beneficiary. The Age-Based Investment Options adjust over time so that as the Beneficiary nears college age each Age-Based Investment Option’s allocation between domestic and international equity, global real estate, domestic and international fixed income, and cash equivalents becomes more conservative relative to the allocation in earlier years.

Underlying Investments

  • iShares Core US Aggregate Bond ETF 26.5%
  • Vanguard Short-Term Bond ETF 22%
  • Vanguard Short-Term Inflation- Protected Fund 14%
  • Goldman Sachs Financial Square℠ Government Money Market 11.5%
  • Union Bank/ Nelnet Bank Savings 11.5%
  • iShares Core S&P Total US Stock Market ETF 7%
  • iShares Broad USD High Yield Corp Bd ETF 2.5%
  • Vanguard FTSE Developed Markets ETF 1.5%
  • Vanguard Total International Bond ETF 1.5%
  • iShares Global REIT ETF 1%
  • VanEck Vectors JP Morgan EM LC Bd ETF 0.5%
  • Vanguard FTSE Emerging Markets ETF 0.5%

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