Year of Enrollment Portfolios:
Investments that change with time.
The eight Year of Enrollment Portfolios are a simplified approach to college investing. This option allows you and your Financial Professional to select a Portfolio based upon your beneficiary’s anticipated year of college enrollment. Then, as the beneficiary approaches college age, the mix of investments shifts automatically.
The sample Year of Enrollment Portfolios below show how your investment mix would change as college approaches.
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