20/80 Conservative

How it works

Static investment options remain in the stated allocations for the life of the account unless you request an option change, which can only occur twice per calendar year.

The 20/80 Conservative investment option allocates your money to a mix of 20% equity and 80% fixed income and capital preservation. It aims to provide income through a higher allocation to bonds and capital preservation funds while also allowing for some limited growth from stock investments.

Allocations for the 20/80 Conservative investment option

Performance

View the my529 Investment Option Performance Table.

Risks

Read the Program Description, Part 7, Investment Information, for information about specific risks for the underlying investments in the 20/80 Conservative investment option.

Fees

View my529’s Asset Fee Structure Table and Approximate Cost of a $10,000 Investment Table.