iShares S&P 500 Stock Index ETF (IVV)
Build a portfolio customized to your needs
Individual 529 portfolios
Choose from a wide variety of investment options to create your own personalized investment plan.
Each Scholar’s Edge 529 individual portfolio is invested in a single underlying mutual fund or exchange traded fund, except the Scholar’s Edge Capital Preservation Portfolio, which is a funding agreement issued by Principal Life.
Download all portfolio options (PDF)Asset allocation
Individual portfolios
Principal Blue Chip R6 Fund (PGBHX)
Principal Equity Income Inst Fund (PEIIX)
Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX)
iShares Small Cap Index ETF (IJR)
Principal Diversified International R6 Fund (PDIFX)
DFA Emerging Markets Portfolio (DFEMX)
Vanguard Total World Stock ETF (VT)
Principal Real Estate Securities R6 Fund (PFRSX)
Principal Core Fixed Income Fund (PICNX)
Vanguard Total International Bond ETF (BNDX)
iShares Core U.S. Aggregate Bond ETF (AGG)
Principal Short-Term Income Inst Fund (PSHIX)
NYLI MacKay High Yield Corporate Bond R6 Fund (MHYSX)
Scholar’s Edge Guaranteed Contract
Explore more resources
Price & performance
Access detailed performance and expense ratio information available by portfolio.