Age-Based Aggressive Global
How it works
The Age-Based Aggressive Global investment option allocates your client’s entire account balance among one domestic equity fund and two international equity funds until his or her beneficiary reaches age 7.
- Vanguard Institutional Total Stock Market Index Fund
- Vanguard Developed Markets Index Fund
- Vanguard Emerging Markets Stock Index Fund
At age 7, three fixed-income funds are added to the investment mix.
- Vanguard Total Bond Market Index Fund
- Vanguard Short-Term Investment-Grade Fund
- Vanguard Total International Bond Index Fund
At age 10, a stable value fund is added to the portfolio.
- PIMCO Interest Income Fund
FDIC-insured accounts are added when the beneficiary reaches age 15.
As your beneficiary ages, the percentage of the account balance allocated to the fixed-income funds, the stable value fund, and FDIC-insured accounts increases. The percentage allocated to each equity fund decreases.
When your beneficiary reaches age 19, the account has a 10 percent stake in equities, with the remaining balance divided among long-term and short-term fixed-income funds, the stable value fund, and the FDIC-insured accounts.
You and your client should read the Program Description, Part 7, Investment Information, for information about specific risks for underlying investments in the Age-Based Aggressive Global investment option.