Scholar's Edge 529 Plan Overview | Scholar's Edge

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Why Scholar’s Edge?

Scholar's Edge makes brighter tomorrows a reality through smarter choices for education savings.

Backed by Principal's strong legacy of developing asset allocation solutions, Scholar's Edge offers investors industry-leading program design and investment innovation.

 

A legacy of creating brighter tomorrows

  • Deep asset allocation expertise – Principal is the largest provider of active, multi-managed target date funds in the United States1
  • Institutional-quality portfolio construction
  • Robust and sophisticated glide path technology

 

Smarter outcomes through choice, value and a capital preservation option2

  • Comprehensive range of investment options – 11 Year of Enrollment Portfolios, 4 Target Risk Portfolios, and 16 individual portfolio options
  • Cost efficient solutions – Our underlying expenses, program management, and state fees are competitive
  • Peace of mind in all market environments with the Scholar's Edge Capital Preservation Portfolio

 

Committed and dedicated partner

  • An ideal opportunity to invest as a family
  • Knowledgeable teams supporting Scholar's Edge across various Principal business units
  • Extensive tools and resources to support you in the college savings journey

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1 Based on Sway Research 2020 Report.  Rating refers to the AUM in the U.S. market. This ranking includes both Target Date CIT and Target Date funds.

2 The Capital Preservation Portfolio invests in a Funding Agreement with Guaranteed Interest available through Principal Life, a member of the Principal Financial Group®, Des Moines, Iowa, 50392.