40/60 Moderate

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 40/60 Moderate investment option allocates your money to a mix of 40% equity and 60% fixed income and capital preservation. It aims to provide income through a higher allocation to bonds and capital preservation funds while also seeking some growth from stock investments.

Allocations for the 40/60 Moderate investment option

40-60 Moderate investment option allocation

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 40/60 Moderate investment option.

Fees

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