Investment Mapping
The Investment Map below details how the current investment options will map to the new investment options over the conversion weekend (December 4-6, 2020). This will be an automatic process with no action required by you or your financial advisor.
While your new investment options have similar objectives and risk profiles as the old investment options, they are not identical. The new investment options, including their asset allocations, are included below.
Keep in mind, if desired, the IRS allows a 529 investor to make an investment change twice per calendar year. The transition to the new investments and program manager is program-initiated and should not have tax implications or count against your allowed two investment changes per calendar year.
Age-Based Investment Options
If you are currently invested in the age-based investment options, the age of your designated beneficiary at the time of the conversion will determine the age band in the new age-based investment option to which your account will be transferred.
CURRENT INVESTMENT OPTION | NEW INVESTMENT OPTION |
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Age-Based Aggressive Investment Option Age 0-2 Age 3-5 Age 6-8 Age 9-10 Age 11-12 Age 13-14 Age 15-16 Age 17-18 Age 19+ |
Age-Based Aggressive Investment Option |
Age-Based Growth Investment Option Age 0-2 Age 3-5 Age 6-8 Age 9-10 Age 11-12 Age 13-14 Age 15-16 Age 17-18 Age 19+ |
Age-Based Moderate Investment Option |
Age-Based Index Investment Option Age 0-2 Age 3-5 Age 6-8 Age 9-10 Age 11-12 Age 13-14 Age 15-16 Age 17-18 Age 19+ |
Age-Based Index Conservative Investment Option |
Static Investment Options
CURRENT INVESTMENT OPTION | NEW INVESTMENT OPTION |
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All Equity Static Investment Option |
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Growth Static Investment Option |
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Moderate Growth Static Investment Option |
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Conservative Static Investment Option |
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Bank Savings Static Investment Option |
Individual Funds
CURRENT INVESTMENT OPTION | NEW INVESTMENT OPTION |
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Goldman Sachs Financial Square Gov’t Money Market |
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Vanguard Short-Term Inflation-Protected Index |
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Vanguard Short-Term Bond ETF |
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iShares Core US Aggregate ETF |
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Federated Total Return Bond |
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MetWest Total Return Bond |
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DFA World ex U.S. Government Fixed Income |
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American Funds The Income Fund of America® |
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State Street S&P 500® Index |
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Vanguard Total Stock Market ETF |
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Dodge & Cox Stock |
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SPDR S&P Dividend ETF |
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T. Rowe Price Large-Cap Growth |
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Vanguard Extended Market ETF |
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Tributary Small Company |
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iShares Russell 2000 Growth ETF |
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State Street MSCI® ACWI ex USA Index |
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Vanguard FTSE Emerging Markets ETF |
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Vanguard REIT ETF |
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