Investing with an Advisor: Static Portfolios
You are in the driver's seat for your college savings account. Static portfolios offer a fixed-allocation strategy, which means the amount of stock and bond mutual funds and cash in the portfolios is set and will not change. Your assets remain in a portfolio until you close the account or you choose to change portfolios, as allowed twice per calendar year.
Create a customized investment
You and your financial advisor may select one or more of the 12 Single-Fund or 8 Multi-Fund Portfolios to build your own customized investment. Together, you can handpick the portfolios based on the asset mix you prefer. For more information, talk with your advisor about what works best for you.
Risk Levels for Multi-Fund Portfolios | ||
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Risk | Portfolio Name | Investment Managers |
More Aggressive | Learning Quest Advisor 100% Equity Portfolio | American Century Investments® Principal® Financial Group T. Rowe Price® American Beacon Funds® |
Learning Quest Advisor 90% Equity Portfolio | American Century Investments Principal Financial Group T. Rowe Price American Beacon Funds |
|
Learning Quest Advisor 70% Equity Portfolio | American Century Investments Principal Financial Group T. Rowe Price American Beacon Funds |
|
Moderate | Learning Quest Advisor 60% Equity Portfolio | American Century Investments Principal Financial Group T. Rowe Price American Beacon Funds |
Learning Quest Advisor 50% Equity Portfolio | American Century Investments Principal Financial Group T. Rowe Price American Beacon Funds |
|
Learning Quest Advisor 30% Equity Portfolio | American Century Investments Principal Financial Group T. Rowe Price American Beacon Funds |
|
Learning Quest Advisor 20% Equity Portfolio | American Century Investments Principal Financial Group T. Rowe Price American Beacon Funds |
|
More Conservative | Learning Quest Advisor Short-Term Portfolio | American Century Investments |
Risk Levels for Multi-Fund Portfolios | ||
---|---|---|
Risk | Portfolio Name | Investment Managers |
More Aggressive | Learning Quest Advisor 100% Equity Portfolio | American Century Investments® Principal® Financial Group T. Rowe Price® American Beacon Funds® |
Learning Quest Advisor 90% Equity Portfolio | American Century Investments Principal Financial Group T. Rowe Price American Beacon Funds |
|
Learning Quest Advisor 70% Equity Portfolio | American Century Investments Principal Financial Group T. Rowe Price American Beacon Funds |
|
Moderate | Learning Quest Advisor 60% Equity Portfolio | American Century Investments Principal Financial Group T. Rowe Price American Beacon Funds |
Learning Quest Advisor 50% Equity Portfolio | American Century Investments Principal Financial Group T. Rowe Price American Beacon Funds |
|
Learning Quest Advisor 30% Equity Portfolio | American Century Investments Principal Financial Group T. Rowe Price American Beacon Funds |
|
Learning Quest Advisor 20% Equity Portfolio | American Century Investments Principal Financial Group T. Rowe Price American Beacon Funds |
|
More Conservative | Learning Quest Advisor Short-Term Portfolio | American Century Investments |