Age-Based Core

(Beneficiary age 3-5)

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 S&P Total US Stock Market ETF 48%
  • Vanguard FTSE Developed Markets ETF 21.5%
  • iShares Core US Aggregate Bond ETF 14.5%
  • Vanguard FTSE Emerging Markets ETF 5.5%
  • iShares Global REIT ETF 5%
  • Vanguard Short-Term Bond ETF 3%
  • iShares Broad USD High Yield Corp Bd ETF 1.5%
  • VanEck Vectors JP Morgan EM LC Bd ETF 0.5%
  • Vanguard Total International Bond ETF 0.5%

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