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

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 each 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 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.