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Every investor has a different tolerance for risk. With these options, you select a portfolio based on your comfort level. You decide how aggressive or conservative you want to be. Unlike the Age-Based Asset Allocation Options, the equity/fixed income mix does not automatically change as the Beneficiary approaches college age. In general, you may move money between any of your TAP 529 investment options once per calendar year.1 And, you can select a different portfolio for future contributions.
Investment Options
Please click on a pie chart to see the options' underlying funds and their weight in each portfolio.
| Most Aggressive Portfolio |
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100% Equity
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| Wtd. Expense Ratio: N/A |
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| Aggressive Portfolio |
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80% Equity
20% Fixed Income |
| Wtd. Expense Ratio: N/A |
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| Balanced Portfolio |
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60% Equity
40% Fixed Income |
| Wtd. Expense Ratio: N/A |
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| Conservative Portfolio |
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40% Equity
60% Fixed Income |
| Wtd. Expense Ratio: N/A |
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1No reallocation will be permitted from the Most Conservative Investment Option to either the Aggressive Age-Based Asset Allocation Investment Option or the Conservative Age-Based Allocation Investment Option if, at the time of the proposed reallocation, the age of the beneficiary is 16 years or older.
For complete information, read the Disclosure Statement and TAP 529 Program Contract carefully before investing or sending money. A 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.
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