The plan consists of 11 funds. It covers 3 major asset classes and 6 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
The California ScholarShare College Savings Plan is managed by Fidelity. It provides three investment options: Age-based Portfolio, Age-based Portfolio(Index Fund) and Custom Strategy. For the third option, investors can create their own investment mix from the 529 college saving plan portfolios below. 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 investors to constructs customized 529 portfolios, which is better tailored to their risk profile. The model portfolios are constructed basing on the plan-providing portfolios below.
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Portfolios (Actively-Managed Funds) |
Portfolios (Index Funds)
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Static Portfolios |
100% Equity |
100% Equity (Index) |
70% Equity |
70% Equity (Index) |
Conservative |
Conservative (Index) |
Individual Fund Portfolios |
Money Market Portfolio (Cash Reserves) |
Spartan 500 Index |
Total Market Index |
International Index |
Intermediate Treasury Index |
Social Choice Portfolio (available in CA plan only)
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All Selection must be increments of 5%, which temperaly has not been take into account in this simulated plan. For more information of the 529 plan, please visit the Fidelity 529 plan website.