iShares S&P 500 Stock Index ETF (IVV)
26.05%
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.
Download all portfolio options (PDF)Asset allocation
The data shown above is effective August 30, 2024.
Year of Enrollment 2042-2043
Principal Blue Chip R6 Fund (PGBHX)
13.05%
Principal Equity Income Inst Fund (PEIIX)
13.05%
Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX)
10.45%
iShares Small Cap Index ETF (IJR)
6.95%
Principal Diversified International R6 Fund (PDIFX)
25.15%
DFA Emerging Markets Fund (DFEMX)
2.80%
Principal Real Estate Securities R6 Fund (PFRSX)
2.50%
Year of Enrollment 2040-2041
iShares S&P 500 Stock Index ETF (IVV)
25.50%
Principal Blue Chip R6 Fund (PGBHX)
12.75%
Principal Equity Income Inst Fund (PEIIX)
12.75%
Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX)
10.20%
iShares Small Cap Index ETF (IJR)
6.80%
Principal Diversified International R6 Fund (PDIFX)
24.75%
DFA Emerging Markets Fund (DFEMX)
2.75%
Principal Real Estate Securities R6 Fund (PFRSX)
2.50%
Principal Core Fixed Income R6 Fund (PICNX)
1.60%
iShares Core U.S. Aggregate Bond (AGG)
0.40%
Year of Enrollment 2038-2039
iShares S&P 500 Stock Index ETF (IVV)
23.85%
Principal Blue Chip R6 Fund (PGBHX)
11.90%
Principal Equity Income Inst Fund (PEIIX)
11.90%
Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX)
9.55%
iShares Small Cap Index ETF (IJR)
6.35%
Principal Diversified International R6 Fund (PDIFX)
23.35%
DFA Emerging Markets Fund (DFEMX)
2.60%
Principal Real Estate Securities R6 Fund (PFRSX)
2.50%
Principal Core Fixed Income R6 Fund (PICNX)
6.40%
iShares Core U.S. Aggregate Bond (AGG)
1.60%
Year of Enrollment 2036-2037
iShares S&P 500 Stock Index ETF (IVV)
23.30%
Principal Blue Chip R6 Fund (PGBHX)
11.60%
Principal Equity Income Inst Fund (PEIIX)
11.60%
Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX)
7.35%
iShares Small Cap Index ETF (IJR)
4.45%
Principal Diversified International R6 Fund (PDIFX)
21.65%
DFA Emerging Markets Fund (DFEMX)
1.80%
Principal Real Estate Securities R6 Fund (PFRSX)
2.25%
Principal Core Fixed Income Fund (PICNX)
11.20%
iShares Core U.S. Aggregate Bond ETF (AGG)
2.80%
Principal Short-Term Income Inst Fund (PSHIX)
1.00%
Scholar’s Edge Capital Preservation Portfolio
1.00%
Year of Enrollment 2034-2035
iShares S&P 500 Stock Index ETF (IVV)
22.95%
Principal Blue Chip R6 Fund (PGBHX)
11.45%
Principal Equity Income Inst Fund (PEIIX)
11.45%
Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX)
5.40%
iShares Small Cap Index ETF (IJR)
2.70%
Principal Diversified International R6 Fund (PDIFX)
19.80%
DFA Emerging Markets Fund (DFEMX)
1.25%
Principal Real Estate Securities R6 Fund (PFRSX)
1.00%
Principal Core Fixed Income Fund (PICNX)
15.35%
iShares Core U.S. Aggregate Bond ETF (AGG)
3.85%
Principal Short-Term Income Inst Fund (PSHIX)
2.40%
Scholar’s Edge Capital Preservation Portfolio
2.40%
Year of Enrollment 2032-2033
iShares S&P 500 Stock Index ETF (IVV)
20.00%
Principal Blue Chip R6 Fund (PGBHX)
10.00%
Principal Equity Income Inst Fund (PEIIX)
10.00%
Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX)
4.70%
iShares Small Cap Index ETF (IJR)
2.35%
Principal Diversified International R6 Fund (PDIFX)
16.85%
DFA Emerging Markets Fund (DFEMX)
1.10%
Principal Core Fixed Income Fund (PICNX)
22.40%
iShares Core U.S. Aggregate Bond ETF (AGG)
5.60%
Principal Short-Term Income Inst Fund (PSHIX)
3.50%
Scholar’s Edge Capital Preservation Portfolio
3.50%
Year of Enrollment 2030-2031
iShares S&P 500 Stock Index ETF (IVV)
16.65%
Principal Blue Chip R6 Fund (PGBHX)
8.35%
Principal Equity Income Inst Fund (PEIIX)
8.35%
Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX)
2.10%
iShares Small Cap Index ETF (IJR)
1.05%
Principal Diversified International R6 Fund (PDIFX)
13.15%
DFA Emerging Markets Fund (DFEMX)
0.85%
Principal Core Fixed Income Fund (PICNX)
27.10%
iShares Core U.S. Aggregate Bond ETF (AGG)
6.80%
Principal ShortTerm Income Inst Fund (PSHIX)
7.80%
Scholar’s Edge Capital Preservation Portfolio
7.80%
Year of Enrollment 2028-2029
iShares S&P 500 Stock Index ETF (IVV)
12.70%
Principal Blue Chip R6 Fund (PGBHX)
6.40%
Principal Equity Income Inst Fund (PEIIX)
6.40%
Principal Diversified International R6 Fund (PDIFX)
9.15%
DFA Emerging Markets Fund (DFEMX)
0.60%
Principal Core Fixed Income Fund (PICNX)
31.10%
iShares Core U.S. Aggregate Bond ETF (AGG)
7.75%
Principal ShortTerm Income Inst Fund (PSHIX)
12.95%
Scholar’s Edge Capital Preservation Portfolio
12.95%
Year of Enrollment 2026-2027
iShares S&P 500 Stock Index ETF (IVV)
7.50%
Principal Blue Chip R6 Fund (PGBHX)
3.75%
Principal Equity Income Inst Fund (PEIIX)
3.75%
Principal Diversified International R6 Fund (PDIFX)
4.95%
DFA Emerging Markets Fund (DFEMX)
0.30%
Principal Core Fixed Income Fund (PICNX)
36.65%
iShares Core U.S. Aggregate Bond ETF (AGG)
9.15%
Principal ShortTerm Income Inst Fund (PSHIX)
15.95%
Scholar’s Edge Capital Preservation Portfolio
18.00%
Year of Enrollment 2024-2025
iShares S&P 500 Stock Index ETF (IVV)
4.45%
Principal Blue Chip R6 Fund (PGBHX)
2.20%
Principal Equity Income Inst Fund (PEIIX)
2.20%
Principal Diversified International R6 Fund (PDIFX)
2.47%
DFA Emerging Markets Fund (DFEMX)
0.18%
Principal Core Fixed Income Fund (PICNX)
35.20%
iShares Core U.S. Aggregate Bond ETF (AGG)
8.80%
Principal ShortTerm Income Inst Fund (PSHIX)
18.70%
Scholar’s Edge Capital Preservation Portfolio
25.80%
Scholar’s Edge Today Portfolio
iShares S&P 500 Stock Index ETF (IVV)
3.90%
Principal Blue Chip R6 Fund (PGBHX)
1.90%
Principal Equity Income Inst Fund (PEIIX)
1.90%
Principal Diversified International R6 Fund (PDIFX)
2.15%
DFA Emerging Markets Fund (DFEMX)
0.15%
Principal Core Fixed Income Fund (PICNX)
32.00%
iShares Core U.S. Aggregate Bond ETF (AGG)
8.00%
Principal ShortTerm Income Inst Fund (PSHIX)
20.00%
Scholar’s Edge Capital Preservation Portfolio
30.00%
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Price & performance
Access detailed performance and expense ratio information available by portfolio.