How the Target Risk Investment Portfolios Work
The target risk portfolios are designed for Account Owners who prefer a fixed-risk diversified investment option rather than a risk level that changes as the Designated Beneficiary ages. The Capital Appreciation and Conservative Allocation Portfolios invest in multiple underlying funds. In fact, the Conservative Allocation Portfolio also invests in the Funding Agreement. Many advisors use target risk portfolios in conjunction with an age-based portfolio to dial up or down the account owner's risk profile.
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CAPITAL APPRECIATION PORTFOLIO
Investment Objective. This Investment Portfolio seeks favorable long-term return by investing in mutual funds that invest primarily in equity securities and, to a lesser extent, in mutual funds that primarily invest in debt securities.
45.80%U.S. Equities
24.50%Non-U.S. Equities
18.80%Fixed Income
10.90%Real Assets
0.00%Capital Preservation
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CONSERVATIVE ALLOCATION PORTFOLIO
Investment Objective. This Investment Portfolio seeks a conservative to moderate total return by investing in a funding agreement and mutual funds that invest primarily in debt securities and, to a lesser extent, by investing in mutual funds that invest primarily in equity securities.
9.00%U.S. Equities
4.90%Non-U.S. Equities
24.00%Fixed Income
2.10%Real Assets
60.00%Capital Preservation
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Target Risk Investment Portfolios
PORTFOLIO NAME | ALLOCATION | PORTFOLIO OBJECTIVE |
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CAPITAL APPRECIATION PORTFOLIO |
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Investment Objective. This Investment Portfolio seeks favorable long-term return by investing in mutual funds that invest primarily in equity securities and, to a lesser extent, in mutual funds that primarily invest in debt securities.
45.80%U.S. Equities
24.50%Non-U.S. Equities
18.80%Fixed Income
10.90%Real Assets
0.00%Capital Preservation
Read More
X
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CONSERVATIVE ALLOCATION PORTFOLIO |
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Investment Objective. This Investment Portfolio seeks a conservative to moderate total return by investing in a funding agreement and mutual funds that invest primarily in debt securities and, to a lesser extent, by investing in mutual funds that invest primarily in equity securities.
9.00%U.S. Equities
4.90%Non-U.S. Equities
24.00%Fixed Income
2.10%Real Assets
60.00%Capital Preservation
Read More
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The investment portfolios are subject to the risks of the underlying funds including loss of principal.
The investment portfolios are subject to the risks of the underlying funds including loss of principal.