Choose the Best Strategy
CollegeAccess 529 lets you choose from three types of investment options so you can pursue the strategy that is best for your needs and circumstances. You determine how each contribution is invested. You may also reallocate existing assets in your account twice every calendar year and whenever you change the account's designated beneficiary.
Investment choice and flexibility
Everyone is different: we all have distinct goals, individual tolerances for risk, and varying time horizons. That’s why CollegeAccess 529 allows you to choose from three types of investment options:
- Age-based portfolios automatically reallocate assets based on the child’s age.
- Static portfolios offer fund-of-fund portfolios for stock, bond, and short-term investment options that enable you to tailor your account to your personal risk tolerance.
- Individual investment portfolios allow you to invest in specific individual funds and construct a unique asset allocation plan.