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.