Total Available Funds: | 5 |
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Total Available Funds: | 5 |
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Total Available Funds: | 5 |
- 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% | 12.4% | 1.9% | 6.6% | 6.2% | 7.6% | |
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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 | |||||||
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** 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 NextGen College Investing Plan is a Section 529 plan administered by the Finance Authority of Maine. Its investment options include age-based portfolios, diversified portfolios, single-fund portfolio and principal plus portfolios. The assets in your college savings Plan 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 custom portfolios below.
BlackRock 100% Equity Portfolio
BlackRock Equity Index Portfolio
Franklin Templeton Balanced Portfolio
MFS Fixed Income Portfolio
Principal Plus Portfolio
For further information, please visit the the Plan official website or the Plan PDF File.