Age-Based Core

(Beneficiary age 17-18)

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 US Aggregate Bond ETF 29.5%
  • Vanguard Short-Term Bond ETF 25%
  • iShares Core S&P Total US Stock Market ETF 13%
  • Vanguard Short-Term Inflation- Protected Fund 11%
  • Goldman Sachs Financial Square℠ Government Money Market 4.5%
  • Union Bank/ Nelnet Bank Savings 4.5%
  • Vanguard FTSE Developed Markets ETF 4%
  • iShares Broad USD High Yield Corp Bd ETF 3%
  • iShares Global REIT ETF 2%
  • Vanguard Total International Bond ETF 1.5%
  • VanEck Vectors JP Morgan EM LC Bd ETF 1%
  • Vanguard FTSE Emerging Markets ETF 1%

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