Single-Fund Investment Options

Sometimes, you might want investment options that are 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 choose investment types that give you more control over the underlying funds.

Single-fund investment options may offer a range of investment types suitable for a variety of risk profiles. Some investment options 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, the Single-Fund Investment Option might be an investment path you wish to explore.

Changing Your Investments

Once you invest in a particular investment option, you can transfer contributions and any earnings to another investment option 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 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 Options Work

These investment options are each invested solely in shares of a single Underlying Fund. For those investment options invested in an Underlying Fund, their performance is entirely reliant on the performance of that Underlying Fund and may be more volatile than the age-based investment options or the multi-fund investment options. You should be aware that Account Owners do not own shares of the underlying funds directly. Each of the single fund investment options is described in more detail below.