Age-Based Aggressive (Beneficiary age 3 – 5)
The Age-Based Aggressive 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 Investment Funds
- Vanguard Total International Stock Index Fund 24%
- Vanguard Total Stock Market Index Fund 24%
- T. Rowe Price Large-Cap Growth Fund 14%
- Vanguard Equity-Income Fund 14%
- Vanguard Real Estate Index Fund 6%
- DFA U.S. Small Cap Value Portfolio 4%
- Vanguard Explorer Fund 4%
- Vanguard Total Bond Market Index Fund 4%
- MetWest Total Return Bond Fund 3%
- Vanguard Short-Term Bond Index Fund 2%
- DFA World ex-U.S. Government Fixed Income Fund 1%
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