Michigan 529 Advisor Plan

Target Risk Investment Portfolios

Designed for Account Owners who prefer a diversified Investment Portfolio with a fixed risk level rather than a risk level that changes as the Designated Beneficiary ages.

How the Target Risk Investment Portfolios Work

The Target Risk Portfolios are currently comprised of two Investment Portfolios. The Target Risk Portfolios are designed for Account Owners who prefer a diversified Investment Portfolio with a fixed risk level rather than a risk level that changes as the Designated Beneficiary ages. Each Target Risk Portfolio invests in multiple Underlying Funds, and one Target Risk Portfolio also invests in the Funding Agreement.

Target Risk Investment Portfolios
Multi-Fund Investment Portfolio
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CAPITAL APPRECIATION PORTFOLIO

Investment Objective. This Investment Portfolio seeks favorable long-term return by investing in mutual funds that invest primarily in equity securities and, to a lesser extent, in mutual funds that primarily invest in debt securities.

  68.80%Equities
    5.60%Real Estate
    5.60%Real Assets
  17.00%Bonds
    3.00%Inflation-Linked Bonds
    0.00%Funding Agreement
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CONSERVATIVE ALLOCATION PORTFOLIO

Investment Objective. This Investment Portfolio seeks a conservative to moderate total return by investing in a funding agreement and mutual funds that invest primarily in debt securities and, to a lesser extent, by investing in mutual funds that invest primarily in equity securities.

  12.90%Equities
    1.05%Real Estate
    1.05%Real Assets
  21.25%Bonds
    3.75%Inflation-Linked Bonds
  60.00%Funding Agreement
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Target Risk Investment Portfolios


Target Risk Investment Portfolios
PORTFOLIO NAME ALLOCATION PORTFOLIO OBJECTIVE
CAPITAL
APPRECIATION PORTFOLIO
Investment Objective. This Investment Portfolio seeks favorable long-term return by investing in mutual funds that invest primarily in equity securities and, to a lesser extent, in mutual funds that primarily invest in debt securities.

  68.80%Equities
    5.60%Real Estate
    5.60%Real Assets
  17.00%Bonds
    3.00%Inflation-Linked Bonds
    0.00%Funding Agreement
Read More X

View Underlying Mutual Funds

CONSERVATIVE
ALLOCATION
PORTFOLIO
Investment Objective. This Investment Portfolio seeks a conservative to moderate total return by investing in a funding agreement and mutual funds that invest primarily in debt securities and, to a lesser extent, by investing in mutual funds that invest primarily in equity securities.

  12.90%Equities
    1.05%Real Estate
    1.05%Real Assets
  21.25%Bonds
    3.75%Inflation-Linked Bonds
  60.00%Funding Agreement
Read More X

View Underlying Mutual Funds

The investment portfolios are subject to the risks of the underlying funds including loss of principal.


The investment portfolios are subject to the risks of the underlying funds including loss of principal.