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 Victory Capital 529 Education Savings Plan Description and Participation Agreement for more details.
Both the Age-Based and Fixed Allocation Options use the portfolios below.
Open a 529 Plan account
Open a 529 Plan accountWhy Victory Capital?
Every investor, regardless of investment size, is important to us and we’re here to guide you every step of the way.
You can navigate your investor journey with our team of Wealth Specialists or use our intuitive investment tool to get a personalized recommendation designed to help you achieve your goals.
Our approach provides active portfolio management by our team of experienced investment professionals with systematic rebalancing, so you can confidently pursue your financial goals with clarity and confidence.
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