Invest529’s target enrollment portfolios help you manage your higher education investment by automatically becoming more capital preservation-oriented over time. This process occurs annually, with the most recent evolution effective as of January 1, 2024.

If you are saving in a target enrollment portfolio, you do not need to take any action for the evolution, but will notice differences online or on your statements after January 1, 2024. This is not considered an investment change and therefore is not subject to the twice-yearly IRS limit.