Age-Based Socially Aware

(Beneficiary age 9-10)

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.

Underlying Investments

  • iShares ESG MSCI USA ETF 36%
  • iShares ESG U.S. Aggregate Bond ETF 25.5%
  • iShares ESG MSCI EAFE ETF 17%
  • iShares ESG 1-5 year USD Corp Bd ETF 8%
  • iShares ESG MSCI EM ETF 4%
  • iShares ESG Aware MSCI USA Small-Cap ETF 3%
  • iShares ESG Advanced Hi Yld Corp Bd ETF 2.5%
  • Vanguard Short-Term Inflation- Protected Fund 2%
  • Vanguard Total International Bond ETF 1.5%
  • VanEck Vectors JP Morgan EM LC Bd ETF 0.5%

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