Single-Fund Portfolio Options

Sometimes, you might want investment portfolios that are highly focused. Maybe you’re looking to choose socially responsible investments, so you want a fixed class that reflects your values. Perhaps you want to choose investment types that give you more control over the underlying funds.

Single-fund options may offer a range of investment types suitable for a variety of risk profiles. Some investment portfolios or options 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.

Whatever your choice, the Single-Fund Portfolio Option might be an investment path you wish to explore.

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 Single-Fund Portfolio Options Work

These investment portfolios are each invested solely in shares of a single Underlying Fund. For those investment portfolios invested in an Underlying Fund, their performance is entirely reliant on the performance of that Underlying Fund and may be more volatile than the age-based investment portfolios or the multi-fund investment portfolios. You should be aware that participants do not own shares of the underlying funds directly. Each of the single fund investment portfolios is described in more detail below.