Target Enrollment Investment Portfolios
Portfolios are constructed to align with a future date when withdrawals may occur. As the withdrawal date approaches, the Portfolios’ asset allocation becomes more conservative over time as the percentage of assets invested in equities decrease and fixed income investments increase. Target Enrollment Portfolios are designed for investors who want to invest based on the year they expect to make their initial withdrawal.
The age of the Beneficiary is not required to correspond with the selected Portfolio and funds may be moved or withdrawn prior to the year corresponding with the selected Portfolio.
For more information about Target Enrollment Portfolios, view the blog article: Three Things to Know About: Target Enrollment Portfolios.