40/60 Moderate (UTSMX)

How it works

Static investment options remain in the stated allocations for the life of the account unless you request an option change, which can only occur twice per calendar year.

The 40/60 Moderate investment option allocates money to a mix of 40% equity and 60% fixed income and capital preservation. It aims to provide income through a higher allocation to bonds and capital preservation funds while also seeking some growth from stock investments. The ticker symbol for this option is UTSMX.

Allocations for the 40/60 Moderate investment option


View the my529 Investment Option Performance Table.


Read the Program Description, Part 7, Investment Information, for information about specific risks for the underlying investments in the 40/60 Moderate investment option.


View my529’s Asset Fee Structure Table and Approximate Cost of a $10,000 Investment Table.