Target risk portfolios and investments

Investment diversity and a defined level of risk.

Target risk 529 plan

Scholar's Edge target risk portfolios provide access to broad asset classes, combining exchange traded funds, mutual funds, and life insurance funding agreements.

Our target risk portfolio investments maintain a defined level of risk and asset allocation. The more conservative the risk target, the more focused toward capital preservation. The higher the risk target, the more focused toward capital appreciation.

Asset Allocation

The data shown above is effective March 1, 2024.

Aggressive portfolio

Moderate portfolio

Conservative portfolio

Fixed income portfolio

Due to rounding, figures and percentages shown may not add to the totals or equal 100%.
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.