Year of enrollment portfolio

Capital appreciation and preservation.

Year of enrollment portfolios

Scholar’s Edge year of enrollment portfolios seek to achieve long-term growth of capital while moving toward capital preservation as the year of enrollment approaches.

Each Scholar's Edge 529 year of enrollment portfolio is designed for beneficiaries who are expected to enroll in college or other qualified education programs within the target year of the portfolio.

Asset Allocation

The data shown above is effective March 1, 2024.

Year of Enrollment 2042-2043

Year of Enrollment 2040-2041

Year of Enrollment 2038-2039

Year of Enrollment 2036-2037

Year of Enrollment 2034-2035

Year of Enrollment 2032-2033

Year of Enrollment 2030-2031

Year of Enrollment 2028-2029

Year of Enrollment 2026-2027

Year of Enrollment 2024-2025

Scholar's Edge Today 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.