Age-Based Options: Aggressive Global

How it works

Age-based investment options automatically reallocate account funds to be weighted less in equity funds and more in fixed-income funds and FDIC-insured accounts as your beneficiary approaches college enrollment age.

The Age-Based Aggressive Global investment option allocates the entire account balance among one domestic equity fund and two international equity funds until your beneficiary reaches age 7.

  • Vanguard Institutional Total Stock Market Index Fund
  • Vanguard Developed Markets Index Fund
  • Vanguard Emerging Markets Stock Index Fund

At age 7, three fixed-income funds are added to the investment mix:

  • Vanguard Total Bond Market Index Fund
  • Vanguard Short-Term Investment-Grade Fund
  • Vanguard Total International Bond Index Fund

FDIC-insured accounts are added when your beneficiary reaches age 15.

As your beneficiary ages, the percentage of account money allocated to the fixed-income funds and FDIC-insured accounts increases. The percentage allocated to each equity fund decreases.

When your beneficiary reaches age 19, the account has a 10 percent stake in equities, with the remaining balance divided between long-term and short-term fixed-income funds and the FDIC-insured accounts.

View the my529 Investment Option Asset Allocations Table.

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 Age-Based Aggressive Global investment option.

Fees

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