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.

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 underlying investments in the Age-Based Aggressive Global investment option.

Fees

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