Conservative Static 529

The Socially Aware Conservative Static Investment Option invests in a combination of U.S. equity, non-U.S. equity, fixed income, non-U.S. fixed income, and cash investments in order to seek long-term growth with the potential to earn income. This portfolio has a target allocation of 11% U.S. Equity, 10% Non-U.S. Equity, 76% U.S. Fixed Income, 2% Non-U.S. Fixed Income, and 1% Cash.

Underlying Investments

  • iShares Core US Aggregate Bond ETF 51%
  • Vanguard Short-Term Bond ETF 25%
  • iShares ESG MSCI USA ETF 10%
  • iShares ESG MSCI EAFE ETF 7%
  • iShares ESG MSCI EM ETF 3%
  • Vanguard Total International Bond ETF 2%
  • Goldman Sachs Financial Square℠ Government Money Market 1%
  • Nuveen ESG Small-Cap ETF 1%

Ready to get started?

Enroll Today