Customized Options: Static

How it works

The Customized Static investment option allows you to determine and create your own investment allocation using any combination of the available underlying funds.

Consult your financial advisor before investing. If you do not fully understand the decisions you are making by selecting the Customized Static investment option, you should consider whether this option is an appropriate choice.

This option will not change as your beneficiary ages, unless you request an investment option change. Money in the account will be rebalanced annually on your beneficiary’s birthday to bring the underlying investments back to the target allocation that you chose when you created this option.

Underlying funds

Global Blended Equity and Fixed Income Portfolios

  • DFA Global Allocation 60/40 Portfolio
  • DFA Global Allocation 25/75 Portfolio

Domestic Equity

  • Vanguard Institutional Total Stock Market Index Fund
  • Vanguard Institutional Index Fund
  • Vanguard Value Index Fund
  • DFA U.S. Large-Cap Value Portfolio
  • Vanguard Growth Index Fund
  • Vanguard Mid-Cap Index Fund
  • Vanguard Small-Cap Index Fund
  • Vanguard Small-Cap Value Index Fund¹
  • DFA U.S. Small-Cap Value Portfolio¹
  • Vanguard Small-Cap Growth Index Fund¹
  • DFA Real Estate Securities Portfolio¹
  • Vanguard FTSE Social Index Fund
  • DFA U.S. Sustainability Core 1 Portfolio

International Equity

  • Vanguard Total International Stock Index Fund
  • Vanguard Developed Markets Index Fund
  • DFA International Value Portfolio¹
  • Vanguard International Growth Fund¹
  • Vanguard Emerging Markets Stock Index Fund¹

Global Equity

  • DFA Global Equity Portfolio

Domestic Fixed Income

  • DFA One-Year Fixed Income Portfolio
  • Vanguard Short-Term Investment-Grade Fund
  • Vanguard Short-Term Bond Index Fund
  • Vanguard Short-Term Inflation-Protected Securities Index Fund
  • Vanguard Total Bond Market Index Fund
  • Vanguard High Yield Corporate Fund¹

International Fixed Income

  • Vanguard Total International Bond Index Fund

Global Fixed Income

  • DFA Five-Year Global Fixed Income Portfolio

Principal Preservation

  • PIMCO Interest Income Fund
  • FDIC-insured accounts

¹ An investment allocation to this fund may not exceed 25 percent in the account. For the Customized Age-Based investment option, this cap applies to the allocation for each age bracket.

Performance

View the Investment Option Performance Table.

Risks

Read the Program Description, Part 7, Investment Information, for information about specific risks for the underlying investments in the Customized Static investment option.

Fees

View the my529 Asset Fee Structure Table. Use my529’s Customized Static Allocation and Fee Calculator to determine your fees within the Customized Static option.