Investment Mapping

The Investment Map below details how the current investment options will map to the new investment options over the conversion weekend (December 4-6, 2020). This will be an automatic process with no action required by you.

While your new investment options have similar objectives and risk profiles as the old investment options, they are not identical. The new investment options, including their asset allocations, are included below.

Keep in mind, if desired, the IRS allows a 529 investor to make an investment change twice per calendar year. The transition to the new investments and program manager is program-initiated and should not have tax implications or count against your allowed two investment changes per calendar year.

Age-Based Investment Options

If you are currently invested in the age-based investment options, the age of your designated beneficiary at the time of the conversion will determine the age band in the new age-based investment option to which your account will be transferred.

View Age-Based Investment Map

New Investment Table
CURRENT INVESTMENT OPTION	NEW INVESTMENT OPTION
Age-Based Aggressive Investment Option Age 0-2 Age 3-5 Age 6-8 Age 9-10 Age 11-12 Age 13-14 Age 15-16 Age 17-18 Age 19+	Age-Based Multi-Firm Aggressive Investment Option Ages 0-2 Ages 3-5 Ages 6-8 Ages 9-10 Ages 11-12 Ages 13-14 Ages 15-16 Ages 17-18 Ages 19+
Age-Based Growth Investment Option Age 0-2 Age 3-5 Age 6-8 Age 9-10 Age 11-12 Age 13-14 Age 15-16 Age 17-18 Age 19+	Age-Based Multi-Firm Moderate Investment Option Ages 0-2 Ages 3-5 Ages 6-8 Ages 9-10 Ages 11-12 Ages 13-14 Ages 15-16 Ages 17-18 Ages 19+
Age-Based Index Investment Option Age 0-2 Age 3-5 Age 6-8 Age 9-10 Age 11-12 Age 13-14 Age 15-16 Age 17-18 Age 19+	Age-Based Index Conservative Investment Option Ages 0-2 Ages 3-5 Ages 6-8 Ages 9-10 Ages 11-12 Ages 13-14 Ages 15-16 Ages 17-18 Ages 19+

Static Investment Options

View Investment Map

New Investment Table
CURRENT INVESTMENT OPTION	NEW INVESTMENT OPTION
All Equity Static Investment Option	All Equity Static
Growth Static Investment Option	Growth Static
Moderate Growth Static Investment Option AND Balanced Static Investment Option	Balanced Static
Conservative Static Investment Option	Conservative Static
Bank Savings Static Investment Option	Bank Savings Static

Individual Funds

View Investment Map

New Investment Table
CURRENT INVESTMENT OPTION	NEW INVESTMENT OPTION
Goldman Sachs Financial Square Gov’t Money Market	Vanguard Federal Money Market 529
Vanguard Short-Term Inflation-Protected Index	Vanguard Short-Term Inflation-Protected Securities Index 529
Vanguard Short-Term Bond Index	Vanguard Short-Term Bond Index 529
Vanguard Total Bond Market Index	Vanguard Total Bond Market Index 529
MetWest Total Return Bond	MetWest Total Return Bond 529
DFA World ex-US Government Fixed Income	DFA World ex U.S. Government Fixed Income 529
State Street S&P 500 Index	State Street Equity 500 Index 529
Vanguard Total Stock Market Index	Vanguard Total Stock Market Index 529
Vanguard Equity Income	Vanguard Equity Income 529
T. Rowe Price Large Cap Growth	T. Rowe Price Large-Cap Growth 529
Vanguard Extended Market Index	Vanguard Extended Market Index 529
iShares Russell 2000 Growth ETF	Vanguard Explorer 529
Tributary Small Company	DFA U.S. Small Cap Value 529
State Street MSCI ACWI ex USA Index	Vanguard Total International Stock Index 529
Vanguard REIT Index	Vanguard Real Estate Index 529

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