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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 80/20 Aggressive investment option allocates your money to a mix of 80% equity and 20% fixed income and capital preservation. It aims for growth through a higher allocation to stocks and is intended for investors with a higher tolerance for risk. Higher levels of stock investment can result in increased account balance volatility. The ticker symbol for this option is UTSAX.

Allocations for the 80/20 Aggressive 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 80/20 Aggressive investment option.

Fees

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