| Total Available Funds: | 10 |
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| Total Available Funds: | 10 |
- 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 | 2.2% | 10.2% | 1.4% | 6.0% | 5.2% | 6.6% |
| 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 | 2.4% | 7.8% | -0.2% | 5.1% | 5.5% | 7.5% |
| 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 Pennsylvania Vanguard Investment Plan is provided by The Vanguard Group®. This plan provides us with two ways to invest: Age-based Portfolios, Individual portfolios. With the Individual portfolios option, the assets in Pennsylvania Vanguard Investment 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 second-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.
Pennsylvania portfolios Multi-Fund Balanced Portfolios
Vanguard Growth Portfolio
Vanguard Moderate Growth Portfolio
Vanguard Conservative Growth Portfolio
Vanguard Income Portfolio
Vanguard Aggressive Growth Portfolio
Single-Fund Stock Portfolios
Vanguard Total Stock Maket Index portfolio
Vanguard Social Index Portfolio
Bond and Short-Term Investment Portfolios
Vanguard Conservative Income Portfolio
Vanguard Inflation-Protected Securities Portfolio
Vanguard Money Market Portfolio
For further information, please visit the Pennsylvania official website.
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