How the Multi-Fund Portfolio Option Works
The Multi-Fund Portfolio seeks to achieve its investment objective by investing in multiple Underlying Funds. The Multi-Fund Portfolio is designed for Account Owners who desire a more targeted investment strategy for all or a portion of their Accounts. Account Owners are encouraged to consult their Financial Advisor before choosing the Multi-Fund Portfolio and may wish to consider diversifying their college savings by investing in other vehicles in addition to the Multi-Fund Portfolio.
The allocations to the underlying mutual funds in the multi-fund investment options do not change automatically as the beneficiary ages as they do in the age-based options. Investments will remain in the multi-fund investment options until the account owner or financal advisor instructs the Plan to move them to another investment option. The Board may change the asset allocations and underlying mutual funds for these investment options (as well as for the other investment options) at any time.
Multi-Fund Investment Portfolio
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Investment Objective. This Investment Portfolio seeks to provide a moderate to favorable long-term total return by investing in multiple mutual funds that invest across the capital structure of a wide range of companies as well as in fixed income sectors.
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The investment portfolios are subject to the risks of the underlying funds including loss of principal.