Edvest College Savings Plan

Single Fund Investment Portfolios

You may want to consider these investment portfolios if you’re looking to take a more focused approach to investing.

Sometimes, you might want an investment portfolio that is highly focused. Maybe you’re looking to choose socially responsible investments, so you want a fixed asset class that reflects your values. Perhaps you want to make your choice based on the investment type of a single underlying fund.

The Single Fund Investment Portfolios may offer a range of investment types suitable for a variety of risk profiles. Some investment portfolios 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.

Whatever your choice, a Single Fund Investment Portfolio might be an investment path you wish to explore.

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 Single Fund Investment Portfolios Work

These investment portfolios are each invested solely in shares of a single underlying mutual fund. Their performance is entirely reliant on the performance of that underlying mutual fund and may be more volatile than the Enrollment Year Investment Portfolios or the Multi-Fund Investment Portfolios. You should be aware that Account Owners do not own shares of the underlying mutual funds directly. Each of the Single Fund Investment Portfolios is described in more detail below.

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Single Fund Investment Portfolios
Single Fund Investment Portfolios
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SMALL-CAP INDEX PORTFOLIO

(Risk Level — Aggressive)

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

Investment Strategy. This Investment Portfolio invests 100% of its assets in one “index fund,” meaning that the fund attempts to track a benchmark index. The mutual fund in which this Investment Portfolio is invested is TIAA-CREF Small-Cap Blend Index Fund (TISBX), which mainly invests in small capitalization U.S. companies.

 100.00%Equities
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U.S. EQUITY ACTIVE PORTFOLIO

(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks to achieve long-term capital appreciation.

Investment Strategy. This Investment Portfolio invests 100% of its assets in one mutual fund. The mutual fund in which this Investment Portfolio is invested is DFA U.S. Core Equity 1 Portfolio (DFEOX), which mainly invests in a broad and diverse group of equity securities of U.S. companies with a greater emphasis on small capitalization, value, and high profitability companies as compared to their representation in the U.S. market.

 100.00%Equities
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LARGE CAP STOCK INDEX PORTFOIO

(Risk Level — Aggressive)

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

Investment Strategy. This Investment Portfolio invests 100% of its assets in one “index fund,” meaning that the fund attempts to track a benchmark index. The mutual fund in which this Investment Portfolio is invested is TIAA-CREF S&P 500 Index Fund, which mainly invests in the equity securities of large capitalization U.S.companies.

 100.00%Equities
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SOCIAL CHOICE PORTFOLIO

(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return that reflects the investment performance of the overall U.S. stock market while giving special consideration to certain social criteria.

Investment Strategy. This Investment Portfolio invests 100% of its assets in one actively managed mutual fund. The mutual fund in which this Investment Portfolio is invested is TIAA-CREF Social Choice Equity Fund, which mainly invests in equity securities of companies (primarily U.S. companies) across all capitalization ranges whose activities are consistent with certain environmental, social, and governance criteria.

 100.00%Equities
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BOND INDEX PORTFOLIO

(Risk Level — Moderate)

Investment Objective. This Investment Portfolio seeks to provide current income along with a moderate long-term rate of return.

Investment Strategy.This Investment Portfolio invests 100% of its assets in one “index fund,”meaning that the fund attempts to track a benchmark index. The mutual fund in which this Investment Portfolio is invested is TIAA-CREF Bond Index Fund (TBIIX), which mainly invests in 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.

 100.00%Bonds
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Single Fund Investment Portfolios


Single Fund Investment Portfolios
INVESTMENT PORTFOLIO NAME ALLOCATION INVESTMENT PORTFOLIO OBJECTIVE
SMALL-CAP
INDEX
PORTFOLIO
(Risk Level — Aggressive)

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

Investment Strategy. This Investment Portfolio invests 100% of its assets in one “index fund,” meaning that the fund attempts to track a benchmark index. The mutual fund in which this Investment Portfolio is invested is TIAA-CREF Small-Cap Blend Index Fund (TISBX), which mainly invests in small capitalization U.S. companies.

 100.00%Equities
Read More X
U.S. EQUITY
ACTIVE
PORTFOLIO
(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks to achieve long-term capital appreciation.

Investment Strategy. This Investment Portfolio invests 100% of its assets in one mutual fund. The mutual fund in which this Investment Portfolio is invested is DFA U.S. Core Equity 1 Portfolio (DFEOX), which mainly invests in a broad and diverse group of equity securities of U.S. companies with a greater emphasis on small capitalization, value, and high profitability companies as compared to their representation in the U.S. market.

 100.00%Equities
Read More X
LARGE-CAP
STOCK INDEX
PORTFOLIO
(Risk Level — Aggressive)

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

Investment Strategy. This Investment Portfolio invests 100% of its assets in one “index fund,” meaning that the fund attempts to track a benchmark index. The mutual fund in which this Investment Portfolio is invested is TIAA-CREF S&P 500 Index Fund, which mainly invests in the equity securities of large capitalization U.S. companies.

 100.00%Equities
Read More X
SOCIAL CHOICE
PORTFOLIO
(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return that reflects the investment performance of the overall U.S. stock market while giving special consideration to certain social criteria.

Investment Strategy. This Investment Portfolio invests 100% of its assets in one actively managed mutual fund. The mutual fund in which this Investment Portfolio is invested is TIAA-CREF Social Choice Equity Fund, which mainly invests in equity securities of companies (primarily U.S. companies) across all capitalization ranges whose activities are consistent with certain environmental, social, and governance criteria.

 100.00%Equities
Read More X
BOND INDEX
PORTFOLIO
(Risk Level — Moderate)

Investment Objective. This Investment Portfolio seeks to provide current income along with a moderate long-term rate of return.

Investment Strategy.This Investment Portfolio invests 100% of its assets in one “index fund,” meaning that the fund attempts to track a benchmark index. The mutual fund in which this Investment Portfolio is invested is TIAA-CREF Bond Index Fund (TBIIX), which mainly invests in 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.

 100.00%Bonds
Read More X

[ ACTIVE CONTENT HERE ]


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