Michigan 529 Advisor Plan

Individual Fund Investment Portfolios

You may want to consider this investment portfolio if you’re looking to take a more focused approach to investing.

How the Individual Fund Investment Portfolios Work

The Individual Fund Portfolios are comprised of 16 separate Investment Portfolios. Each Individual Fund Portfolio invests in a single Underlying Fund, except the Principal Plus Interest Portfolio, which invests solely in the Funding Agreement.

Because each Individual Fund Portfolio (with the exception of the Principal Plus Interest Portfolio) invests in a single Underlying Fund, the performance of each such Individual Fund Portfolio is dependent upon the performance of its Underlying Fund. Accordingly, the performance of each such Individual Fund Portfolio may be more volatile than the Investment Portfolios that invest in more than one Underlying Fund. The Individual Fund Portfolios are 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 an Individual Investment Portfolio and may wish to consider diversifying their college savings by investing in other vehicles in addition to any Individual Fund Portfolios.



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Large Cap Core


Large Cap Core
PORTFOLIO NAME ALLOCATION PORTFOLIO OBJECTIVE
TIAA LARGE CAP U.S. EQUITY INDEX
Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return, mainly through capital appreciation, by investing in a mutual fund that invests primarily in a portfolio of equity securities of large domestic companies selected to track U.S. equity markets based on the S&P 500 Index.

100.00%Equities
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SANTA BARBARA DIVIDEND GROWTH PORTFOLIO
Investment Objective. This Investment Portfolio seeks to provide an attractive total return comprised of income from dividends and long-term capital appreciation.

100.00%Equities
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Large Cap Value


Large Cap Value
PORTFOLIO NAME ALLOCATION PORTFOLIO OBJECTIVE
TIAA LARGE CAP VALUE PORTFOLIO
Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return, mainly through capital appreciation, primarily from equity securities of large domestic companies.

100.00%Equities
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Large Cap Growth


Large Cap Growth
PORTFOLIO NAME ALLOCATION PORTFOLIO OBJECTIVE
HARBOR CAPITAL APPRECIATION PORTFOLIO
Investment Objective. This Investment Portfolio seeks capital appreciation primarily from the return of equity securities, specifically U.S. companies with market capitalizations of at least $1 billion.

100.00%Equities
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Mid Cap


Mid Cap
PORTFOLIO NAME ALLOCATION PORTFOLIO OBJECTIVE
ARIEL PORTFOLIO
Investment Objective. This Investment Portfolio pursues long-term capital appreciation, primarily from the returns of small and mid-cap stocks.

100.00%Equities
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Small Cap


Small Cap
PORTFOLIO NAME ALLOCATION PORTFOLIO OBJECTIVE
TIAA U.S. SMALL CAP PORTFOLIO
Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return, mainly through capital appreciation, primarily from equity securities of smaller domestic companies.

100.00%Equities
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Large Cap Growth


Large Cap Growth
PORTFOLIO NAME ALLOCATION PORTFOLIO OBJECTIVE
HARDING LOEVNER GLOBAL EQUITY PORTFOLIO
Investment Objective. This Investment Portfolio seeks long-term capital appreciation primarily from the returns of equity securities of companies based both inside and outside the United States.

100.00%Equities
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OAKMARK INTERNATIONAL PORTFOLIO
Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return primarily from the common stocks of non-U.S. companies.

100.00%Equities
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DFA EMERGING MARKETS PORTFOLIO
Investment Objective. This Investment Portfolio seeks to achieve long-term capital appreciation primarily from equity securities associated with emerging markets.

100.00%Equities
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Fixed Income


Fixed Income
PORTFOLIO NAME ALLOCATION PORTFOLIO OBJECTIVE
METWEST TOTAL RETURN BOND PORTFOLIO
Investment Objective. This Investment Portfolio seeks to maximize long-term total return.

100.00%Bonds
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NUVEEN STRATEGIC INCOME PORTFOLIO
Investment Objective. This Investment Portfolio seeks to provide total return.

100.00%Bonds
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NUVEEN INFLATION-LINKED PORTFOLIO
Investment Objective. This Investment Portfolio seeks to provide total return while providing protection against inflation.

100.00%Inflation-Linked Bonds
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Social Choice


Social Choice
PORTFOLIO NAME ALLOCATION PORTFOLIO OBJECTIVE
TIAA SOCIAL CHOICE EQUITY PORTFOLIO
Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return, mainly through capital appreciation, while giving special consideration to certain environmental, social and governance criteria.

100.00%Equities
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TIAA SOCIAL CHOICE BOND PORTFOLIO
Investment Objective. This Investment Portfolio seeks to provide long-term total return through income and capital appreciation while giving special consideration to certain environmental, social and governance criteria.

100.00%Bonds
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Real Assets


Real Assets
PORTFOLIO NAME ALLOCATION PORTFOLIO OBJECTIVE
NUVEEN REAL ASSET INCOME PORTFOLIO
Investment Objective. This Investment Portfolio seeks to provide a high level of income. The secondary objective is to seek capital appreciation.

100.00%Real Assets
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Short Term / Cash


Short Term / Cash
PORTFOLIO NAME ALLOCATION PORTFOLIO OBJECTIVE
PRINCIPAL PLUS INTEREST PORTFOLIO
Investment Objective. This Investment Portfolio seeks to preserve capital and provide a stable return.

100.00%Funding Agreement
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The investment portfolios are subject to the risks of the underlying funds including loss of principal.