|
These options take into account the age of the child, or "Beneficiary." When the Beneficiary is young, the investment mix is more aggressive to help you, the "Account Owner," take advantage of the growth potential of the equity markets. As the Beneficiary approaches college age, the investments gradually shift to a more conservative mix. This investment shift will automatically occur as the Beneficiary gets older.
Investment Options
TAP 529 offers two age-based options — conservative and aggressive — that take into account the Account Owner's tolerance for risk.
Please click on a pie chart to see the options' underlying funds and their weight in each portfolio.
|
|
CONSERVATIVE |
|
AGGRESSIVE |
Age-Based Portfolio
0-3 Years |
 |
85% Equity
15% Fixed Income |
| Wtd. Expense Ratio: N/A |
|
 |
100% Equity |
| Wtd. Expense Ratio: N/A |
|
|
Age-Based Portfolio
4-6 Years |
 |
75% Equity
25% Fixed Income |
| Wtd. Expense Ratio: N/A |
|
|
100% Equity |
| Wtd. Expense Ratio: N/A |
|
|
Age-Based Portfolio
7-9 Years |
 |
65% Equity
35% Fixed Income |
| Wtd. Expense Ratio: N/A |
|
 |
80% Equity
20% Fixed Income |
| Wtd. Expense Ratio: N/A |
|
|
Age-Based Portfolio
10-12 Years |
 |
50% Equity
50% Fixed Income |
| Wtd. Expense Ratio: N/A |
|
 |
60% Equity
40% Fixed Income |
| Wtd. Expense Ratio: N/A |
|
|
Age-Based Portfolio
13-15 Years |
 |
40% Equity
60% Fixed Income |
| Wtd. Expense Ratio: N/A |
|
|
40% Equity
60% Fixed Income |
| Wtd. Expense Ratio: N/A |
|
|
Age-Based Portfolio
16-18 Years |
 |
20% Equity
80% Fixed Income |
| Wtd. Expense Ratio:N/A |
|
|
20% Equity
80% Fixed Income |
| Wtd. Expense Ratio:N/A |
|
|
Age-Based Portfolio
19+ Years |
 |
10% Equity
90% Fixed Income |
| Wtd. Expense Ratio: N/A |
|
|
10% Equity
90% Fixed Income |
| Wtd. Expense Ratio:N/A |
|
For complete information, read the Investment Plan Disclosure Statement and TAP 529 Program Contract carefully before investing or sending money. An Investment Plan Disclosure Statement is available in the "Forms" section of this website or by contacting TAP 529 at 800 440-4000.
Please note: the equity/fixed income allocations noted above are targets. The actual allocations may vary slightly within established ranges.
|
