529 Plan and College Savings » 529 Portfolios

529 Fixed Portfolio Continued

admin — Sat, 01 Oct 2005 03:33:52 +0000

Moderate or Balanced? The objective of a moderate or balanced 529 portfolio is to provide long-term returns that have the potential to exceed the historical rate of tuition inflation. Because this strategy seeks to balance risk and return, it is not expected to experience the more extreme highs and lows of an aggressive portfolio. The moderate or balanced [...]

529 Fixed Portfolio Continued is a post from: 529 Plan and College Savings

529 Fixed Portfolio Explained

admin — Thu, 22 Sep 2005 03:50:04 +0000

Fixed Portfolio: Under a fixed portfolio strategy of 529 plans, you will select either a balanced 529 Plan portfolio or aggressive 529 Plan portfolio. The asset allocation for a fixed 529 Plan portfolio generally will remain the same over the life of the 529 Plan College saving account. You will also choose whether the mutual fund investing in the stock [...]

529 Fixed Portfolio Explained is a post from: 529 Plan and College Savings

529 Age-Based Portfolio

admin — Sun, 11 Sep 2005 15:33:15 +0000

Choosing an Investment Strategy for a 529 Plan Like all portfolios, 529 plans offer various investment choices. Below are two common concepts of the investment strategies of 529 plans. 1. Aged-Based Portfolio of 529 plans An “age-based” investment strategy takes into account the length of time before the beneficiary is expected to withdraw funds for qualified higher education [...]

529 Age-Based Portfolio is a post from: 529 Plan and College Savings