Age-Based Socially Aware

(Beneficiary age 3-5)

The Age-Based Socially Aware Investment Option invests in the following mix of equity, real estate, fixed income, and/or money market funds 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 equity, real estate, fixed income, and money market funds becomes more conservative relative to the allocation in earlier years.

Underlying Investments

  • iShares ESG MSCI USA ETF 58.5%
  • iShares ESG MSCI EAFE ETF 16%
  • iShares Core US Aggregate Bond ETF 13%
  • Nuveen ESG Small-Cap ETF 6.5%
  • iShares ESG MSCI EM ETF 4%
  • VanEck Vectors JP Morgan EM LC Bd ETF 1%
  • Vanguard Total International Bond ETF 1%

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