How do the enrollment-based portfolios work?
Our eight enrollment-based portfolios are targeted to the expected college enrollment date of the beneficiary. These portfolios have more exposure to equities when the beneficiary is young and shift automatically to more conservative allocations as he or she approaches college age. Assets are moved to the Portfolio for College in the year corresponding to the name of the portfolio. For example, Portfolio 2021 moves to the Portfolio for College in the year 2021.
