Age-Based Socially Aware

(Beneficiary age 11-12)

The Age-Based Socially Aware invests in the following mix of domestic and international equity, 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, domestic and international fixed income, and cash equivalents becomes more conservative relative to the allocation in earlier years.

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Underlying Investments

  • iShares ESG MSCI USA ETF 30.50%
  • iShares ESG U.S. Aggregate Bond ETF 30.00%
  • iShares ESG MSCI EAFE ETF 13.50%
  • iShares ESG 1-5 year USD Corp Bd ETF 11.00%
  • Vanguard Short-Term Inflation-Protected Securities Index Fund 4.00%
    Vanguard Short-Term Inflation-Protected Securities Index Fund’s Complete Fund Information
  • iShares ESG MSCI EM ETF 3.50%
  • iShares ESG Advanced Hi Yld Corp Bd ETF 2.50%
  • iShares ESG Aware MSCI USA Small-Cap ETF 2.50%
  • Vanguard Total International Bond ETF 1.50%
  • VanEck Vectors JP Morgan EM LC Bd ETF 1.00%

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