- Nationally Rated
- Investment Portfolios
- Prices & Performance
- Risk Tolerance Questionnaire
- Investment Policy Statement
Individual Fund Portfolios
Design an investment portfolio tailored to your risk tolerance and investment preferences, choosing from a selection of 17 different portfolios.
Bright Start offers 17 Individual Fund Portfolios.
An investor may select any combination of the Individual Fund Portfolios to design a portfolio to meet their needs, risk tolerance, and investing style.
You can select any combination of the Individual Fund Investment Options to design an investment portfolio that meets your needs, risk tolerance, and investment style. The Individual Fund Portfolios offer a wide range of investment styles and include index and actively managed funds. The Individual Fund Portfolios are each invested in a single Underlying Investment and may be more volatile than the Age-Based and Target Portfolios.
Click on the individual portfolios to see underlying investment information including:
- Fact Sheet
- Annual Report
- DFA U.S. Large Cap Value 529 Portfolio
- Vanguard 500 Index 529 Portfolio
- Vanguard Total Stock Market Index 529 Portfolio
- T. Rowe Price Large-Cap Growth 529 Portfolio
- Ariel 529 Portfolio
- DFA U.S. Targeted Value 529 Portfolio
- Vanguard Explorer 529 Portfolio
- Vanguard Total International Stock Index 529 Portfolio
- DFA International Small Company 529 Portfolio
A word about risk: Keep in mind that you can lose money by investing in a portfolio. Each of the Age-Based, Target, and Individual Fund Portfolios involves investment risks, which are described in the Program Disclosure Statement and should be considered before investing. For example, international investing, especially in emerging markets, has additional risks such as currency fluctuation, economic and political risks, and market volatility. Investing in small, medium, and international companies may increase the risk of fluctuations in the value of your investment and involves greater risks than investing in more established companies. Portfolios that invest in specific industries or sectors, such as real estate, have industry concentration risk. As an example, the portfolios that invest in real estate may perform poorly during a downturn in the real estate industry.
Portfolios that invest in bonds are subject to risks such as interest rate risk, credit risk, and inflation risk. In particular, as interest rates rise, the prices of bonds will generally fall, which can impact performance. It is important to note that the value of your account will fluctuate with market conditions. When you withdraw funds, you may have more or less than your actual investment. For more information on the portfolios and the underlying funds in which they invest, see the Program Disclosure Statement.
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