An account holder may change investment portfolio options (Investment Direction or Investment Option Change) twice per calendar year per beneficiary.If there is a change in beneficiary, an investment change can also be made at the same time.
Invest529 offers a diverse selection of more than 20 investment portfolios designed for savers that expect more from their 529 plan.
Customize your strategy with:
Target Enrollment Portfolios
Target Enrollment Portfolios are constructed to align with a future date when withdrawals may occur. The portfolios gradually and intentionally shift from equity to fixed income as the enrollment date approaches.
Index Portfolios track the performance of a broad market. These portfolios typically offer lower fees than other investment options.
Target Risk Portfolios
Target Risk Portfolios maintain a defined level of risk and hold a diversified mix of stocks, bonds, cash and other investments to create a desired risk profile. Target Risk portfolios are static and should reflect your current risk tolerance.
Principal Protected Portfolios
Principal Protected Portfolios are designed to protect against losses to the original amount you’ve invested, generally offering a more stable investment option.
Specialty Portfolios include investment options that don’t fall into the other four categories and include investment options like ESG Core Equity, and Global Equity portfolios.