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.
The data shown above is effective August 30, 2024.
iShares S&P 500 Stock Index ETF (IVV)
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 Fund (DFEMX)
Principal Real Estate Securities R6 Fund (PFRSX)
Principal Core Fixed Income Fund (PICNX)
iShares Core U.S. Aggregate Bond ETF (AGG)
iShares S&P 500 Stock Index ETF (IVV)
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 Fund (DFEMX)
Principal Core Fixed Income Fund (PICNX)
iShares Core U.S. Aggregate Bond ETF (AGG)
Principal Short-Term Income Inst Fund (PSHIX)
Scholar's Edge Guaranteed Contract 1
iShares S&P 500 Stock Index ETF (IVV)
Principal Blue Chip R6 Fund (PGBHX)
Principal Equity Income Inst Fund (PEIIX)
Principal Diversified International R6 Fund (PDIFX)
DFA Emerging Markets Fund (DFEMX)
Principal Core Fixed Income Fund (PICNX)
iShares Core U.S. Aggregate Bond ETF (AGG)
Principal Short-Term Income Inst Fund (PSHIX)
Scholar's Edge Guaranteed Contract 1
Principal Core Fixed Income Fund (PICNX)
iShares Core U.S. Aggregate Bond ETF (AGG)
Principal Short-Term Income Inst Fund (PSHIX)
Scholar's Edge Guaranteed Contract 1
Pricing & performance
Year of enrollment
Individual options
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.