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To provide you flexibility, 10 investment portfolios are available ranging from very aggressive to very conservative. You can choose a fixed allocation option or elect an aged-based option.

Age-based plans (do it for me)

If you're a new investor or want a low maintenance option, consider an Age-Based Option. Based on the beneficiary's age, investments transition automatically from more aggressive equity portfolios in the child's early years to more conservative portfolios as the child approaches college age (18+).

 

Fixed allocation plans (do it myself)

If you prefer to select your own portfolios, choose from the Fixed Allocation Portfolios. Select one or more portfolios based on the investment mix you prefer.

Note: The Preservation of Capital Portfolio is not included in the Age-Based Option. Refer to the USAA 529 College Savings Plan™, Plan Description and Participation Agreement for more details.

Both the Age-Based and Fixed Allocation Options use the portfolios below. 

 

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Portfolio options

View Plan Performance
- Aggressive Conservative +
Age 0-2

Seeks to maximize returns over time with long-term capital appreciation.

Age 3-4

Seeks long-term capital appreciation.

Age 5-6

Primarily seeks capital appreciation and secondarily seeks income.

Age 7-8

Seeks capital appreciation and income, with more emphasis on growth.

Age 9-11

Seeks to achieve a balance between capital appreciation and income.

Age 12-13

Primarily seeks income and secondarily seeks capital appreciation.

Age 14-15

Primarily seeks income and conservation of principal.

Age 16-17

Seeks income and conservation of principal.

Age 18+

Seeks income and protection of principal.

Age 18+

 Seeks protection of principal.

Initial investment options

Get started today with a low initial investment. About 10 minutes is all you need. 

$50 initial investment

and automatic investments of at least $50 a month

or
$250 initial investment

with no required automatic investments

Serving with purpose

We are proud to serve your investment needs. Our Member Service Representatives are available to provide portfolio planning, college savings services and general investment guidance. Please contact us. We’re here to help you find the right investment solutions for you, your family and your future.

Connect with Victory Capital

Contact the Relationship Managers in your region to learn more about Victory Capital. 

Connect with Victory Capital

Our Institutional Relationship Managers welcome your inquiries!