Age-Based Index Moderate (Beneficiary age 11-12)
The Age-Based Index Moderate 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 Stock Market Index Fund 34%
- Vanguard Total Bond Market Index Fund 29%
- Vanguard Total International Stock Index Fund 13%
- Vanguard Short-Term Bond Index Fund 11%
- Vanguard Total International Bond Index Fund 6%
- Vanguard Short-Term Inflation-Protected Securities Index Fund 4%
- Vanguard Real Estate Index Fund 3%
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