| 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 | 0.7% | 10.3% | 4.7% | 6.1% | 5.2% | 5.8% |
| Sign up or Login first to get rebalance emails for this portfolio | |||||||
| Strategic Asset Allocation - Optimal: Click here to see this strategy description | |||||||
| Optimal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
Click for Portfolio Details or Follow | 0.6% | 8.3% | 4.0% | 5.6% | 5.2% | 5.9% |
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
| Tactical Asset Allocation: Click here to see this strategy description | |||||||
| Dynamic Asset Switching | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
|
Click for Portfolio Details or Follow | 1.1% | 19.2% | 5.6% | 8.1% | 6.6% | 8.0% |
| Sign up or Login and subscribe 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 New Jersey 529 College Savings Plan, provided by Franklin Templeton Investments, is an advisor-sold plan. This plan of NJ provides three types of investment solution: Age-based Allocation, Objected-based Allocation and Individual Portfolios. With the individual 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 individual-portfolios investors to constructs customized 529 portfolios, which is better tailored to their risk profile. The model portfolios are constructed basing on the plan single-fund portfolios below.
Global
Templeton Growth 529 Portfolio
Growth
Franklin Growth 529 Portfolio
Franklin Small-Mid Cap Growth 529 Portfolio
Value
Mutual Shares 529 Portfolio
Hybrid
Franklin Income 529 Portfolio
Principal Preservation
Stable Value 529 Portfolio
Index Style
S&P 500 Index 529 Portfolio
For further information, please visit the official website or the plan PDF file.
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