Edvest College Savings Plan

Single-Fund Investment Options

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

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.

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

(Risk Level — Aggressive)

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

Investment Strategy. This Investment Option 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.

 100.00%Equities
+ X

U.S. EQUITY ACTIVE PORTFOLIO

(Risk Level — Aggressive)

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

Investment Strategy. This Investment Option 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.

 100.00%Equities
+ X

LARGE CAP STOCK INDEX PORTFOIO

(Risk Level — Aggressive)

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

Investment Strategy. This Investment Option 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.

 100.00%Equities
+ X

SOCIAL CHOICE PORTFOLIO

(Risk Level — Aggressive)

Investment Objective. This Investment Option 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 Option 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.

 100.00%Equities
+ X

BOND INDEX PORTFOLIO

(Risk Level — Moderate)

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

Investment Strategy.This Investment Option 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.

 100.00%Bonds
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Single-Fund Investment Options


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

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

Investment Strategy. This Investment Option 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.

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

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

Investment Strategy. This Investment Option 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.

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

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

Investment Strategy. This Investment Option 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.

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

Investment Objective. This Investment Option 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 Option 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.

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

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

Investment Strategy.This Investment Option 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.

 100.00%Bonds
Read More X

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