Choose from two types of managed portfolios, or you can build a custom allocation around the investment choices you deem appropriate for your client's individual needs.
Simply select the iShares portfolio whose year of enrollment most closely corresponds to the year the beneficiary plans to begin college. Then, in the years to come, that portfolio will gradually (and automatically) shift its asset allocation from a more aggressive and earnings-oriented mix of investments to a more conservative and preservation-oriented mix of investments. If you and your client are looking for a dynamic and managed approach to college savings, this is a smart way to go.
These static portfolios are engineered to match a specific risk profile that you identify for your clients. The investment allocation of these portfolios will remain generally fixed over time. You control when - or even if - your client's assets switch to a different asset allocation.
If you'd rather roll up your sleeves and build your client a customized college savings portfolio using individual portfolios, the iShares 529 Plan can make it happen. Choose among domestic or international equity, real estate, or fixed income portfolios to create your customized portfolio. These portfolios invest in the same funds as iShares Asset Allocation and Year-of-Enrollment Portfolios.
iShares MSCI ACWI ex US Portfolio
iShares MSCI EAFE Minimum Volatility Portfolio
iShares MSCI EAFE Portfolio
iShares MSCI Emerging Markets Minimum Volatility Portfolio
iShares MSCI Emerging Markets Portfolio
iShares Cohen & Steers REIT Portfolio
iShares 1-3 Year Credit Bond Portfolio
iShares 20+ Year Treasury Bond Portfolio
iShares Core U.S. Aggregate Bond Portfolio
iShares Short Treasury Bond Portfolio
iShares TIPS Bond Portfolio
iShares iBoxx $ High Yield Corporate Bond Portfolio
iShares iBoxx $ Investment Grade Corporate Bond Portfolio
The FDIC-Insured Savings Portfolio option is available for clients who are interested in the preservation of principal. The Savings Portfolio, managed by Sallie Mae Bank, seeks to provide income consistent with the preservation of principal and invests 100% of its assets in the Sallie Mae High-Yield Savings Account (HYSA).1