Age-Based Aggressive Domestic

How it works

The Age-Based Aggressive Domestic investment option allocates your client’s entire account balance to one domestic equity fund—Vanguard Institutional Total Stock Market Index Fund—until his or her beneficiary reaches age 7.

At age 7, two fixed-income funds are added to the investment mix.

  • Vanguard Total Bond Market Index Fund
  • Vanguard Short-Term Investment-Grade Fund

FDIC-insured accounts are added when the beneficiary reaches age 15.

As the beneficiary ages, the percentage of account money allocated to the fixed-income funds and the FDIC-insured accounts increases. The percentage allocated to the domestic equity fund decreases.

When the beneficiary reaches age 19, the account keeps a 10 percent stake in equities, with the remaining balance divided between long-term and short-term fixed-income funds and the FDIC-insured accounts.

View the my529 Investment Option Asset Allocations Table.

Performance

View the my529 Investment Option Performance Table.

Risks

You and your client should read the Program Description, Part 7 | Investment Information, for information about specific risks for the underlying investments in the Age-Based Aggressive Domestic investment option.

Fees

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