| Total Available Funds: | 7 |
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| Total Available Funds: | 7 |
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| Total Available Funds: | 7 |
- 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 | 1.5% | 10.3% | 3.8% | 6.5% | 5.6% | 7.6% |
| 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 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 Indiana CollegeChoice 529 Investment Plan is a direct saving plans, provided by Indiana Education Savings Authority and Upromise Investments, Inc.. It provides two types of investment options, Age-based Portfolio and Individule Portfolio. With the individule portfolio option, the assets in your 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 individule-portfolio 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.
Dodge & Cox Funds International Portfolio
Frontegra Active Bond Portfolio
SallieMac Bank Savings Portfolio
Vanguard Bond Index Portfolio
Vanguard Money Market Portfolio
Vanguard Short-Term Bond Index Portfolio
Vanguard US Equity Index Portfolio
Western Asset Inflation-Protected Portfolio
For further information, please visit the the Plan official website.
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