Edvest College Savings Plan

Multi-Fund Investment Portfolios

Want investment portfolios with more choices when it comes to diversity and risk? If so, Multi-Fund Investment Portfolios are worth a closer look.

Some investors want added control over their investment portfolio’s diversification and investment strategy. If you’re one of those people, the Multi-Fund Investment Portfolios available through the Edvest College Savings Plan might be the investment type for you.

With the Multi-Fund Investment Portfolios, you can select from a range of investment types suitable for a variety of risk profiles and asset allocation blends. Choices may include portfolios that have allocations to international investments, which are investments made entirely outside the US, and allocations balanced between equities and bonds, which try to provide a mix of both safety and modest returns.

Most portfolios also include index and actively managed choices. Index funds are designed to track a benchmark index. Active management, by contrast, is managed by a person using research, forecasts, and their own experience to make investment decisions.

No matter which portfolio(s) you choose, it’s important to note that once you’ve selected an investment, your funds will remain there until you select another.

Changing Your Investments

Once you invest in a particular investment portfolio, you can transfer contributions and any earnings to another investment portfolio up to twice per calendar year or upon a transfer of funds to an Edvest account for a different beneficiary.

Periodically Review Your Investments

It’s a good idea to periodically re-evaluate your investment strategy as your goals, investment time horizon, and personal situation change — for example, annually at tax time, on a yearly basis if your income changes, or upon the birth of another child.


How Multi-Fund Investment Portfolios Work

These investment portfolios seek to provide choices for people who prefer to select an investment portfolio for its asset allocation. Each Multi-Fund Investment Portfolio has a different investment objective and investment strategy.

The allocations to the underlying mutual funds in the Multi-Fund Investment Portfolios do not change automatically as the enrollment year approaches as they do in the Enrollment Year Investment Portfolios. Investments will remain in a Multi-Fund Investment Portfolio until the account owner instructs the Plan to move them to another investment portfolio. The Wisconsin College Savings Program Board may change the asset allocations and underlying mutual funds for these investment portfolios (as well as for the other investment portfolios) at any time.

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Index-Based Multi-Fund Portfolios


Index-Based Multi-Fund
INVESTMENT PORTFOLIO NAME ALLOCATION INVESTMENT PORTFOLIO OBJECTIVE
INDEX-BASED
AGGRESSIVE
(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return, mainly through capital appreciation.

Investment Strategy. This Portfolio invests in multiple mutual funds. A number of these mutual funds are considered “index funds,” meaning that they are designed to track a benchmark index. However, each of the Index-Based Multi-Fund Portfolios also invests in a number of actively managed mutual funds.

 74.40%Equities
   5.60%Real Estate
 20.00%Bonds
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INDEX-BASED
MODERATE
(Risk Level — Moderate to Aggressive)

Investment Objective. This Investment Portfolio seeks moderate growth.

Investment Strategy. This Portfolio invests in multiple mutual funds. A number of these mutual funds are considered “index funds,” meaning that they are designed to track a benchmark index. However, each of the Index-Based Multi-Fund Portfolios also invests in a number of actively managed mutual funds.

 46.50%Equities
   3.50%Real Estate
 50.00%Bonds
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INDEX-BASED
CONSERVATIVE
(Risk Level — Conservative to Moderate)

Investment Objective. This Investment Portfolio seeks to provide moderate long-term total return mainly through current income.

Investment Strategy. This Portfolio invests in multiple mutual funds and a funding agreement. A number of these mutual funds are considered “index funds,” meaning that they are designed to track a benchmark index. However, each of the Index-Based Multi-Fund Portfolios also invests in a number of actively managed mutual funds.

 18.60%Equities
   1.40%Real Estate
 42.50%Bonds
 37.50%Principal Protected
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Active-Based Multi-Fund Portfolios


Active-Based Multi-Fund
INVESTMENT PORTFOLIO NAME ALLOCATION INVESTMENT PORTFOLIO OBJECTIVE
ACTIVE-BASED
AGGRESSIVE
(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return, mainly through capital appreciation.

Investment Strategy. This Portfolio invests in multiple mutual funds that are actively managed.

 74.40%Equities
   5.60%Real Estate
 20.00%Bonds
Read More X

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ACTIVE-BASED
MODERATE
(Risk Level — Moderate to Aggressive)

Investment Objective. This Investment Portfolio seeks moderate growth.

Investment Strategy. This Portfolio invests in multiple mutual funds that are actively managed.

 46.50%Equities
   3.50%Real Estate
 50.00%Bonds
Read More X

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ACTIVE-BASED
CONSERVATIVE
(Risk Level — Conservative to Moderate)

Investment Objective. This Investment Portfolio seeks to provide moderate long-term total return mainly through current income.

Investment Strategy. This Portfolio invests in multiple mutual funds that are actively managed and a funding agreement.

 18.60%Equities
   1.40%Real Estate
 42.50%Bonds
 37.50%Principal Protected
Read More X

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Additional Multi-Fund Portfolios


Additional Multi-Fund
INVESTMENT PORTFOLIO NAME ALLOCATION INVESTMENT PORTFOLIO OBJECTIVE
INTERNATIONAL
EQUITY INDEX
(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return, mainly through capital appreciation.

Investment Strategy. Each of the mutual funds in which this Investment Portfolio invests is considered an “index fund”, meaning that it attempts to track a benchmark index. Each of the mutual funds invests primarily in the equity securities of foreign issuers. As a result of its investments in these mutual funds, the Investment Portfolio intends to indirectly allocate its assets to equity securities of foreign issuers located in both developed countries and emerging market countries.

 100.00%Equities
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BALANCED
(Risk Level — Moderate to Aggressive)

Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return, through capital appreciation and income.

Investment Strategy. Each of the mutual funds in which this Investment Portfolio invests is considered an “index fund”, meaning that it attempts to track a benchmark index. Through its investments in these mutual funds, the Investment Portfolio intends to indirectly allocate its assets to equity securities of U.S. companies across all capitalization ranges, and a wide spectrum of public, investment-grade, taxable debt securities denominated in U.S. dollars including government securities, as well as mortgage-backed, commercial mortgage-backed and asset-backed securities.

 65.00%Equities
 35.00%Bonds
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