| Total Available Funds: | 12 |
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| Total Available Funds: | 12 |
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| Total Available Funds: | 12 |
- R*: Redemption (Minimum months to hold).
- RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
- WP: Waiting Period (minimum months to wait before buy again).
- M*:Mark (p: proxy, n: not used).
| Asset Class | Ticker | Description | Rating | R* | RT | WP | Expense | Yield | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Strategic Asset Allocation - Equal Weight: Click here to see this strategy description | |||||||
| Equal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
 |
Click for Portfolio Details or Follow | 2.9% | 13.2% | 2.6% | 7.9% | 6.6% | 7.9% |
| Sign up or Login first to get rebalance emails for this portfolio | |||||||
| Asset Allocation Composite: Click here to see this strategy description | |||||||
| Strategic Asset Allocation with Dynamic Risk Adjustment | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
Click for Portfolio Details or Follow | 1.9% | 13.1% | 2.0% | 8.8% | 7.6% | 9.3% |
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
The New York's 529 College Savings Program Direct Plan offers a comprehensive lineup of 16 investment options -- three age-based options (conservative, moderate, and aggressive) and 13 individual portfolios. You may choose up to five investment options per account. All of the investment options are managed by Vanguard. The 529 Plan account will be reallocated only at your instruction, but changes to existing investments within the plan can be made only once per calendar year. MyPlanIQ.com provides asset allocation strategies for the third-way investors to constructs customized 529 portfolios, which is better tailored to their risk profile. The model portfolios are constructed basing on the plan custom portfolios below.
Stock portfolios Portfolio name Underlying fund
Aggressive Growth Portfolio Vanguard® Institutional Total Stock Market Index Fund (100%).
Developed Markets Index Portfolio Vanguard® Developed Markets Index Fund (100%).
Growth Stock Index Portfolio Vanguard® Growth Index Fund (100%).
Mid-Cap Stock Index Portfolio Vanguard® Mid-Cap Index Fund (100%).
Small-Cap Stock Index Portfolio Vanguard® Small-Cap Index Fund (100%).
Value Stock Index Portfolio Vanguard® Value Index Fund (100%).
Balanced Portfolios
Conservative Growth Portfolio Vanguard® Total Bond Market II Index Fund (75%)
and Vanguard® Institutional Total Stock Market Index Fund (25%)
Growth Portfolio Vanguard® Institutional Total Stock Market Index Fund (75%)
and Vanguard® Total Bond Market II Index Fund (25%)
Moderate Growth Portfolio Vanguard® Institutional Total Stock Market Index Fund (50%)
and Vanguard® Total Bond Market II Index Fund (50%)
Bond Portfolios
Bond Market Index Portfolio Vanguard® Total Bond Market Index Fund (100%)
Income Portfolio Vanguard® Total Bond Market II Index Fund (50%),
Vanguard® Inflation-Protected Securities Fund (25%),
and Vanguard® Short-Term Reserves Account (25%)
Inflation-Protected Securities Portfolio Vanguard® Inflation-Protected Securities Fund (100%).
Short-Term Investment Portfolio
Interest Accumulation Portfolio Vanguard® Short-Term Reserves Account (100%)
For further information, please visit the official website.
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