选择完美的投资组合。
选择完美的投资组合。
根据您家庭独特的财务目标量身定制的投资组合选择，为您的孩子规划一条光明的教育未来之路。
入学年份 作品集
这些低成本、低维护的投资组合会自动管理您的资金，因此您无需亲自管理。随着您的孩子长大，投资组合会将您的资产转移到更保守的投资中，这样当您入读大学、职业学校、学徒或其他教育机构时，它就准备好了。
静态投资组合
当受益人接近接受高等教育时，静态投资组合不会自动重新分配到更保守的投资。对于希望采取更实际的储蓄方式的投资者来说，此选项是完美的选择，其投资组合专为各种投资策略而设计。
Seeks to provide current income and some growth by investing in a portfolio of mutual funds that consists of 20% global public stocks and 80% bonds. Overall there's a small amount of risk and limited appreciation potential, designed for a shorter investment period.
分配
Vanguard Total Stock Market Index Fund Institutional Plus Shares
VSMPX
12%
Vanguard Total International Stock Index Fund Institutional Plus Shares
VTPSX
8%
Vanguard Inflation Protected Securities Fund Institutional Shares
VIPIX
7%
Vanguard Total Bond Market Index Fund Institutional Plus Shares
VBMPX
31%
Vanguard Total International Bond Index Fund
VTIFX
7%
Vanguard Short-Term Bond Index Fund Institutional Plus
VBIPX
25%
Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares
VTSPX
10%
表现
单位价值截至 10/13/26
$13.69
从上个月开始
-0.45%
过去 3 个月
-0.55%
1年
2.84%
自成立以来4
3.94%
费用
预计相关基金费用1
0.027%
州行政费用2
0.200%
年度总资产费用3
0.227%
10,000 美元投资的大致成本
1 Year
$undefined
3 Years
$undefined
5 Years
$undefined
10 Years
$undefined
Seeks to provide a combination of growth and current income by investing in a portfolio of mutual funds that consists of 50% global public stocks and 50% bonds. Overall, there's a medium level of risk for a pursuit of investment return, designed for a medium or uncertain time horizon.
分配
Vanguard Total Stock Market Index Fund Institutional Plus Shares
VSMPX
30%
Vanguard Total International Stock Index Fund Institutional Plus Shares
VTPSX
20%
Vanguard Inflation Protected Securities Fund Institutional Shares
VIPIX
8%
Vanguard Total Bond Market Index Fund Institutional Plus Shares
VBMPX
34%
Vanguard Total International Bond Index Fund
VTIFX
8%
表现
单位价值截至 10/13/26
$16.95
从上个月开始
-0.53%
过去 3 个月
0.20%
1年
7.74%
自成立以来4
6.72%
费用
预计相关基金费用1
0.031%
州行政费用2
0.200%
年度总资产费用3
0.231%
10,000 美元投资的大致成本
1 Year
$undefined
3 Years
$undefined
5 Years
$undefined
10 Years
$undefined
Provides the potential for growth by investing in a portfolio of mutual funds that consists of 80% global public stocks and 20% bonds. Overall, there's a higher level of risk and potential for return (or loss), designed for a longer investment period (10 years or more).
分配
Vanguard Total Stock Market Index Fund Institutional Plus Shares
VSMPX
48%
Vanguard Total International Stock Index Fund Institutional Plus Shares
VTPSX
32%
Vanguard Inflation Protected Securities Fund Institutional Shares
VIPIX
3%
Vanguard Total Bond Market Index Fund Institutional Plus Shares
VBMPX
14%
Vanguard Total International Bond Index Fund
VTIFX
3%
表现
单位价值截至 10/13/26
$21.12
从上个月开始
-0.37%
过去 3 个月
1.51%
1年
13.79%
自成立以来4
9.65%
费用
预计相关基金费用1
0.031%
州行政费用2
0.200%
年度总资产费用3
0.231%
10,000 美元投资的大致成本
1 Year
$undefined
3 Years
$undefined
5 Years
$undefined
10 Years
$undefined
Seeks to provide favorable long-term growth from capital appreciation by investing in actively and passively managed US stocks.
分配
LSV Value Equity Fund
LSVEX
30%
Vanguard Institutional Index Fund Institutional Shares
VINIX
30%
T.Rowe Price Institutional Large Cap Growth Fund
TRLGX
25%
Champlain Mid Cap Fund Institutional
CIPIX
10%
DFA Tax-Managed US Small Cap Portfolio
DFTSX
5%
表现
单位价值截至 10/13/26
$26.31
从上个月开始
1.14%
过去 3 个月
4.09%
1年
18.06%
自成立以来4
12.65%
费用
预计相关基金费用1
0.455%
州行政费用2
0.200%
年度总资产费用3
0.655%
10,000 美元投资的大致成本
1 Year
$undefined
3 Years
$undefined
5 Years
$undefined
10 Years
$undefined
Aims for favorable long-term growth from capital appreciation by investing in actively and passively managed international stocks.
分配
Vanguard Total International Stock Index Fund Institutional Plus Shares
VTPSX
23%
Vanguard International Growth Fund Admiral Shares
VWILX
25%
Vanguard Emerging Markets Stock Index Fund Admiral Shares
VEMAX
5%
DFA International Small Company
DFISX
8%
Dodge & Cox International Stock Fund
DODFX
40%
表现
单位价值截至 10/13/26
$20.65
从上个月开始
-1.96%
过去 3 个月
0.13%
1年
14.06%
自成立以来4
9.34%
费用
预计相关基金费用1
0.357%
州行政费用2
0.200%
年度总资产费用3
0.557%
10,000 美元投资的大致成本
1 Year
$undefined
3 Years
$undefined
5 Years
$undefined
10 Years
$undefined
Provides the opportunity for a moderate long-term rate of return primarily through current income by investing in actively and passively managed bonds.
分配
Vanguard Total Bond Market Index Fund Institutional Plus Shares
VBMPX
20%
Dodge & Cox Income
DODIX
40%
DoubleLine Core Fixed Income I
DBLFX
40%
表现
单位价值截至 10/13/26
$11.57
从上个月开始
-1.11%
过去 3 个月
-2.29%
1年
-2.26%
自成立以来4
1.81%
费用
预计相关基金费用1
0.368%
州行政费用2
0.200%
年度总资产费用3
0.568%
10,000 美元投资的大致成本
1 Year
$undefined
3 Years
$undefined
5 Years
$undefined
10 Years
$undefined
Targets a long-term rate of return that outpaces inflation by investing in inflation-related securities.
分配
Vanguard Inflation Protected Securities Fund Institutional Shares
VIPIX
25%
DFA Global Real Estate Securities Portfolio
DFGEX
25%
DFA Commodity Strategy Institutional
DCMSX
25%
Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares
VTSPX
25%
表现
单位价值截至 10/13/26
$15.31
从上个月开始
-0.99%
过去 3 个月
1.01%
1年
11.59%
自成立以来4
5.39%
费用
预计相关基金费用1
0.158%
州行政费用2
0.200%
年度总资产费用3
0.358%
10,000 美元投资的大致成本
1 Year
$undefined
3 Years
$undefined
5 Years
$undefined
10 Years
$undefined
Offers opportunities for favorable long-term total return by investing passively in both stocks and bonds.
分配
Vanguard Total Stock Market Index Fund Institutional Plus Shares
VSMPX
36%
Vanguard Total International Stock Index Fund Institutional Plus Shares
VTPSX
24%
Vanguard Total Bond Market Index Fund Institutional Plus Shares
VBMPX
40%
表现
单位价值截至 10/13/26
$18.76
从上个月开始
-0.53%
过去 3 个月
0.62%
1年
9.72%
自成立以来4
8.06%
费用
预计相关基金费用1
0.027%
州行政费用2
0.200%
年度总资产费用3
0.227%
10,000 美元投资的大致成本
1 Year
$undefined
3 Years
$undefined
5 Years
$undefined
10 Years
$undefined
Provides the potential for a favorable long-term total return by investing actively and passively with a specific emphasis on social and environmental criteria.
分配
TIAA-CREF Social Choice Equity Institutional
TISCX
36%
DFA International Social Core Equity Portfolio
DSCLX
18%
DFA Emerging Markets Social Core Equity Portfolio
DFESX
6%
TIAA-CREF Social Choice Bond Fund Institutional
TSBIX
20%
DFA Social Fixed Income Portfolio Institutional Class
DSFIX
20%
表现
单位价值截至 10/13/26
$18.76
从上个月开始
-0.50%
过去 3 个月
0.23%
1年
10.39%
自成立以来4
8.06%
费用
预计相关基金费用1
0.248%
州行政费用2
0.200%
年度总资产费用3
0.448%
10,000 美元投资的大致成本
1 Year
$undefined
3 Years
$undefined
5 Years
$undefined
10 Years
$undefined
Offers the opportunity for a low to moderate long-term rate of return primarily through current income by investing passively in short-term bonds.
分配
Vanguard Short-Term Bond Index Fund Institutional Plus
VBIPX
100%
表现
单位价值截至 10/13/26
$11.83
从上个月开始
-0.07%
过去 3 个月
-0.39%
1年
0.53%
自成立以来4
2.09%
费用
预计相关基金费用1
0.020%
州行政费用2
0.200%
年度总资产费用3
0.220%
10,000 美元投资的大致成本
1 Year
$undefined
3 Years
$undefined
5 Years
$undefined
10 Years
$undefined
Targets favorable long-term growth, mainly from capital appreciation, by investing passively in US stocks.
分配
Vanguard Total Stock Market Index Fund Institutional Plus Shares
VSMPX
100%
表现
单位价值截至 10/13/26
$28.64
从上个月开始
1.56%
过去 3 个月
3.34%
1年
17.73%
自成立以来4
13.84%
费用
预计相关基金费用1
0.020%
州行政费用2
0.200%
年度总资产费用3
0.220%
10,000 美元投资的大致成本
1 Year
$undefined
3 Years
$undefined
5 Years
$undefined
10 Years
$undefined
Offers opportunities for favorable long-term growth, primarily from capital appreciation, by investing passively in international stocks.
分配
Vanguard Total International Stock Index Fund Institutional Plus Shares
VTPSX
100%
表现
单位价值截至 10/13/26
$20.06
从上个月开始
-2.94%
过去 3 个月
0.94%
1年
17.90%
自成立以来4
8.95%
费用
预计相关基金费用1
0.050%
州行政费用2
0.200%
年度总资产费用3
0.250%
10,000 美元投资的大致成本
1 Year
$undefined
3 Years
$undefined
5 Years
$undefined
10 Years
$undefined
Aims for a moderate long-term rate of return, primarily through current income, by investing passively in US bonds.
分配
Vanguard Total Bond Market Index Fund Institutional Plus Shares
VBMPX
100%
表现
单位价值截至 10/13/26
$11.19
从上个月开始
-0.94%
过去 3 个月
-2.04%
1年
-1.99%
自成立以来4
1.39%
费用
预计相关基金费用1
0.020%
州行政费用2
0.200%
年度总资产费用3
0.220%
10,000 美元投资的大致成本
1 Year
$undefined
3 Years
$undefined
5 Years
$undefined
10 Years
$undefined
The Cash Option is designed to protect the principal contributed to your account. The Cash Option deposits 100% of its funds into an FDIC-insured account with The Bank of New York.
分配
FDIC Insured Portfolio
ORCXX
100%
表现
费用
预计相关基金费用1
0.000%
州行政费用2
0.200%
年度总资产费用3
0.200%
10,000 美元投资的大致成本
1 Year
$undefined
3 Years
$undefined
5 Years
$undefined
10 Years
$undefined