Conservative Age-Based (Multi-Firm Strategy) 6-8

The Age-Based Conservative Option invests in the following mix of equity, real estate, fixed income, and/or money market/bank account funds allocated based on the current age of the Beneficiary. The Age-Based Portfolio adjust over time so that as the Beneficiary nears college age each Age-Based Portfolio’s allocation between equity, real estate, fixed income, and money market/bank account funds becomes more conservative relative to the allocation in earlier years.

Total Annual Asset-Based Fee*


*Includes the program management fee and the estimated underlying fund expenses based on the most recent fund prospectuses dated prior to September 29, 2023.

Underlying Investments