| Total Available Funds: | 6 |
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| Total Available Funds: | 6 |
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| Total Available Funds: | 6 |
- 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 | 3.5% | 17.8% | 5.7% | 10.2% | 9.4% | 9.9% |
| 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 to Create Model Portfolio | ||||||
| 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 Uprpmise Nevada College Fund 529 plan, sponsored by the State of Nevada. is provided by Upromise. It provides three ways to invest: Age-based Portfolios, combination Portfolios and Customized portfolios. With the custom portfolio option, the assets in your Upromise Nevada 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.
Asset Class Portfolio Name
LARGE BLEND Vanguard 500 Index Portfolio
unknown Vanguard Aggressive Growth Portfolio
unknown Vanguard Income Portfolio
LARGE GROWTH Vanguard Growth Portfolio
Moderate Allocation Vanguard Moderate Growth Portfolio
Conservative Allocation Vanguard Conservative Growth Portfolio
Intermediate-Term Bond Vanguard Total Bond Market Index Portfolio
ROOT Vanguard Interest Accumulation Portfolio
For further information, please visit the Nevada official website or the Plan File.
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