Static Investment Options

The Static Investment Options offer a fixed allocation throughout the life of the investment. Unlike Age-Based Investment Options, they do not shift to a different allocation mix as the beneficiary approaches college-enrollment age.

All Equity

All Equity Static Investment Option seeks to provide long-term growth.

 

 

 

 

For a complete description, click the pie chart to view its fact sheet.
For prices and performance, click here

Growth

The Growth Static Investment Option seeks to provide growth of capital and some current income.

 

 

 

 

For a complete description, click the pie chart to view its fact sheet.
For prices and performance, click here

Moderate Growth

The Moderate Growth Static Investment Option seeks to provide growth of capital and some current income.

 

 

 

 

For a complete description, click the pie chart to view its fact sheet.
For prices and performance, click here

Balanced

The Balanced Static Investment Option seeks to provide a balance of growth of capital and current income. 

 

 

 

 

For a complete description, click the pie chart to view its fact sheet.
For prices and performance, click here

Conservative

The Conservative Static Investment Option seeks to provide current income and some growth of capital. 

 

 

 

 

For a complete description, click the pie chart to view its fact sheet.
For prices and performance, click here

Bank Savings

The Bank Savings Static Investment Option seeks income consistent with the preservation of principal. 

 

 

 

 

For a complete description, click the pie chart to view its fact sheet.
For prices and performance, click here