529 individual investment portfolios

Build a portfolio customized to your needs.

Individual 529 plan

You can choose from a wide variety of investment options to create your own personalized investment plan.

Each Scholar’s Edge 529 individual portfolio except one, is invested in a single underlying mutual fund or exchange traded fund.

You may also invest in The Scholar’s Edge Capital Preservation Portfolio which is a funding agreement issued by Principal Life.

Asset Allocation

Individual portfolios

1 The Scholar’s Edge Capital Preservation Portfolio is available through Principal Life Insurance Company, a member of the Principal Financial Group®, Des Moines, Iowa, 50392.