Investment Management

Age-Based Options

Tomorrow’s Scholar age-based option starts with a higher allocation in equity funds and automatically becomes more conservative as the child gets closer to college. Nine distinct age bands provide a smooth transition from one band to the next during the first week of August to coincide with the start of a new school year. The age-based portfolios invest in 10–15 diversified mutual funds that are carefully selected and rigorously monitored as market conditions change.

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