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.
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)
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 R6 Fund (PICNX)
iShares Core U.S. Aggregate Bond (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 Real Estate Securities R6 Fund (PFRSX)
Principal Core Fixed Income R6 Fund (PICNX)
iShares Core U.S. Aggregate Bond (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 Real Estate Securities R6 Fund (PFRSX)
Principal Core Fixed Income Fund (PICNX)
iShares Core U.S. Aggregate Bond ETF (AGG)
Principal Short-Term Income Inst Fund (PSHIX)
Scholar's Edge Capital Preservation Portfolio 1
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)
Principal Short-Term Income Inst Fund (PSHIX)
Scholar's Edge Capital Preservation Portfolio 1
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 Capital Preservation Portfolio 1
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 ShortTerm Income Inst Fund (PSHIX)
Scholar's Edge Capital Preservation Portfolio 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 ShortTerm Income Inst Fund (PSHIX)
Scholar's Edge Capital Preservation Portfolio 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 ShortTerm Income Inst Fund (PSHIX)
Scholar's Edge Capital Preservation Portfolio 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 ShortTerm Income Inst Fund (PSHIX)
Scholar's Edge Capital Preservation Portfolio 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 ShortTerm Income Inst Fund (PSHIX)
Scholar's Edge Capital Preservation Portfolio 1
Pricing & performance
Target risk
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.