ScholarShare College Savings Plan

Multi-Fund Portfolio Options

Want investment portfolios with more choices when it comes to diversity and risk? If so, Multi-Fund investments are worth a closer look.

Some investors want added control over their portfolio’s diversification and investment strategy. If you’re one of those people, the Multi-Fund Portfolio Options available through the ScholarShare College Savings Plan might be the investment type for you.

With the MultiFund investments, you can select from a range of investment types suitable for a variety of risk profiles and asset allocation blends. Choices may include options such as international investments, which are investments made entirely outside the US and balanced funds, which try to provide a mix of both safety and modest returns.

Most investment portfolios or options also include index and actively managed choices. Index funds are designed to track a benchmark index. Active management, by contrast, is managed by a person using research, forecasts, and their own experience to make investment decisions.

No matter which option(s) you choose, it’s important to note that once you’ve selected an investment, the funds will remain there until you select another.

Changing Your Investments

Once you invest in a particular investment portfolio, you can transfer contributions and any earnings to another investment portfolio up to twice per calendar year or upon a transfer of funds to a ScholarShare account for a different beneficiary.

Periodically Review Your Investments

It’s a good idea to periodically re-evaluate your investment strategy as your goals, investment horizon, and personal situation change — for example, annually at tax time, on a yearly basis if your income changes, or upon the birth of another child.


How Multi-Fund Portfolios Work

These investment portfolios seek to provide options for people who prefer to select an investment portfolio for its asset allocation. Each multi-fund investment portfolio has a different investment objective and investment strategy.

The allocations to the underlying mutual funds in the multi-fund investment portfolios do not change automatically as the beneficiary ages as they do in the age-based portfolios. Investments will remain in the multi-fund investment portfolios until the account owner instructs the Plan to move them to another investment portfolio. The Board may change the asset allocations and underlying mutual funds for these investment portfolios (as well as for the other investment portfolios) at any time.

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View Portfolio Options

Passive Multi-Fund Investment Portfolios


Passive Multi-Fund Investment Portfolios
PORTFOLIO NAME ALLOCATION PORTFOLIO OBJECTIVE
PASSIVE
DIVERSIFIED
EQUITY
(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return, mainly from capital appreciation.

Investment Strategy. This Investment Portfolio invests 100% of its assets in mutual funds that invest primarily in equity securities.

  63.00%U.S. Equity
  30.00%International
    7.00%Real Estate
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PASSIVE
GROWTH
(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return, mainly from capital appreciation.

Investment Strategy. This Investment Portfolio invests in mutual funds that invest primarily in equity securities and in a smaller percentage to mutual funds that invest In fixed-income and other debt securities.

  44.10%U.S. Equity
  21.00%International
    4.90%Real Estate
  30.00%Fixed Income
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PASSIVE
MODERATE
GROWTH
(Risk Level — Moderate)

Investment Objective. This Investment Portfolio seeks to provide moderate growth.

Investment Strategy. This Investment Portfolio invests in mutual funds that invest primarily in equity securities and in mutual funds that invest In fixed-income and other debt securities.

  25.20%U.S. Equity
  12.00%International
    2.80%Real Estate
  60.00%Fixed Income
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PASSIVE
CONSERVATIVE
(Risk Level — Conservative to Moderate)

Investment Objective. This Investment Portfolio seeks to provide preservation of capital along with a moderate long-term rate of return.

Investment Strategy. This Investment Portfolio invests in mutual funds that invest primarily in debt securities and a funding agreement.

  50.00%Fixed Income
  50.00%Funding Agreement
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PASSIVE
DIVERSIFIED
FIXED INCOME
(Risk Level — Moderate)

Investment Objective. This Investment Portfolio seeks to provide a moderate long-term rate of return primarily through current income.

Investment Strategy. This Investment Portfolio invests in mutual funds that invest primarily in debt securities.

 100.00%Fixed Income
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INDEX
INTERNATIONAL
EQUITY
(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks to provide a favorable long-term return, mainly from capital appreciation.

Investment Strategy. This Investment Portfolio invests 100% of its assets in mutual funds that invest primarily in equity securities. Through its Investments in these mutual funds, this Investment Portfolio intends to indirectly allocate its assets to equity securities of foreign issuers, including issuers located in developed and emerging market countries.

 100.00%International
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Active Multi-Fund Investment Portfolios


Active Multi-Fund Investment Portfolios
PORTFOLIO NAME ALLOCATION PORTFOLIO OBJECTIVE
ACTIVE
DIVERSIFIED
EQUITY
(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return, mainly from capital appreciation.

Investment Strategy. This Investment Portfolio invests 100% of its assets in actively-managed mutual funds that invest primarily in equity securities.

  63.00%U.S. Equity
  30.00%International
    7.00%Real Estate
Read More X

View Underlying Mutual Funds

ACTIVE
GROWTH
(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return, mainly from capital appreciation.

Investment Strategy. This Investment Portfolio invests most of its assets in actively-managed mutual funds that invest primarily in equity securities and a smaller percentage to mutual funds that invest in fixed-income and other debt securities.

  44.10%U.S. Equity
  21.00%International
    4.90%Real Estate
  30.00%Fixed Income
Read More X

View Underlying Mutual Funds

ACTIVE
MODERATE
GROWTH
(Risk Level — Moderate)

Investment Objective. This Investment Portfolio seeks to provide moderate growth.

Investment Strategy. This Investment Portfolio invests in actively-managed mutual funds that invest primarily in equity securities and in actively-managed mutual funds that invest in fixed-income and other debt securities.

  25.20%U.S. Equity
  12.00%International
    2.80%Real Estate
  60.00%Fixed Income
Read More X

View Underlying Mutual Funds

ACTIVE
CONSERVATIVE
(Risk Level — Conservative to Moderate)

Investment Objective. This Investment Portfolio seeks to provide preservation of capital along with a moderate long-term rate of return.

Investment Strategy. This Investment Portfolio invests in actively-managed mutual funds that invest primarily in fixed income and other debt securities and a funding agreement.

  50.00%Fixed Income
  50.00%Funding Agreement
Read More X

View Underlying Mutual Funds

ACTIVE
DIVERSIFIED
FIXED INCOME
(Risk Level — Moderate)

Investment Objective. This Investment Portfolio seeks to provide a moderate long-term rate of return, primarily through current income.

Investment Strategy. This Investment Portfolio invests in a diverse mix of actively-managed mutual funds that invest primarily in fixed income and other debt securities.

 100.00%Fixed Income
Read More X

View Underlying Mutual Funds

ACTIVE
INTERNATIONAL
EQUITY
(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks a favorable long-term return, mainly through capital appreciation.

Investment Strategy. This Investment Portfolio invests in a diverse mix of actively-managed mutual funds that invest primarily in international equity securities. Through its investments in these mutual funds, the Investment Portfolio intends to indirectly allocate its assets to equity securities of foreign issuers, including issuers located in developed and emerging countries.

 100.00%International
Read More X

View Underlying Mutual Funds