Enrollment Year Portfolios

Do you prefer a more hands-off approach to investing? With Enrollment Year Portfolios, your child’s savings will automatically rebalance its mix of stocks, bonds, and cash based on your child’s expected year of enrollment – more aggressive when they’re younger, then more conservative later on.

Enrollment Year Portfolios allow flexibility for students who wish to use their savings for K-12 tuition, graduate school, or even an apprenticeship. Investors can select more than one Enrollment Year Portfolio within the same account for the same student.