{"id":22,"date":"2021-07-12T16:43:33","date_gmt":"2021-07-12T16:43:33","guid":{"rendered":"https:\/\/collegeinv.wpengine.com\/?page_id=22"},"modified":"2024-01-24T17:48:25","modified_gmt":"2024-01-24T17:48:25","slug":"investment-options","status":"publish","type":"page","link":"https:\/\/www.collegeinvest.org\/529-savings-plans\/scholars-choice\/investment-options\/","title":{"rendered":"Investment Options"},"content":{"rendered":"

[et_pb_section fb_built=”1″ admin_label=”Hero Section” module_class=”hero-section direct-hero scholars-choice-hero” _builder_version=”4.16″ da_disable_devices=”off|off|off” collapsed=”off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”left” collapsed=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][cumo_breadcrumb _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/cumo_breadcrumb][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” animation_direction=”bottom” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” global_colors_info=”{}”][et_pb_text admin_label=”Hero Content” module_class=”headline h1-dark h2-dark” _builder_version=”4.17.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

Scholars Choice
529 Education Savings Plan<\/h1>\n

Investment Options<\/h2>\n

The Scholars Choice Program offers a menu of 28 investment options, including highly rated underlying funds.<\/p>\n

[\/et_pb_text][et_pb_text admin_label=”Text Above Button” module_class=”text-above-btn” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

plan managed by:[\/et_pb_text][cumo_two_logo_inline first_logo=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/08\/Nuveen-Logo.png” second_logo=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/08\/TIAA-logo.png” first_logo_alt=”logo_nuveen” second_logo_alt=”logo_tiaa” module_class=”inline-logo” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/cumo_two_logo_inline][et_pb_button button_url=”\/enroll-529-savings-plan\/#scholars-choice” button_text=”enroll in this plan” admin_label=”Button Green” module_class=”button green” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”right” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/20160811A-259-saved-for-web.jpg” alt=”kid” title_text=”20160811A-259-saved-for-web” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Sidebar Section” module_class=”sidebar-section investment-option-sidebar” _builder_version=”4.16″ background_image=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/08\/sidebar-remove-line.png” da_disable_devices=”off|off|off” collapsed=”off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row column_structure=”3_5,2_5″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”3_5″ _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” global_colors_info=”{}”][et_pb_text admin_label=”Content” module_class=”content-sbs” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Investment Options<\/h2>\n

Though the end goal is the same \u2013 to help pay for education \u2013 everyone\u2019s investment strategy may not be the same and can even differ greatly based on unique circumstances, financial constraints, timelines, and overall savings goals.<\/p>\n

The Scholars Choice Education Savings Plan provides a variety of professionally managed investments to choose from, including enrollment-based options that automatically change as your designated Beneficiary ages. Alternatively, your financial professional can tailor your portfolio with target allocation and individual options to match your risk tolerance, timeline, and investment preferences.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”right” global_colors_info=”{}”][cumo_side_item icon=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/quick-link.svg” icon_alt=”Blue link icon” admin_label=”Quick links” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Quick links:<\/p>\n

Compare Plans<\/a><\/p>\n

Smart Choice Forms<\/a><\/p>\n

Smart Choice Plan Disclosure Statements<\/a><\/p>\n

Scholars Choice Performance<\/a><\/p>\n

Friends and Family gifting<\/a><\/p>\n

[\/cumo_side_item][cumo_side_item icon=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/phone-icon.svg” icon_alt=”Blue phone icon” admin_label=”Call us” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Call us:<\/p>\n

800.572.465<\/a><\/p>\n

Mon – Fri 7am to 8pm (MDT)<\/p>\n

Fax: 617.559.8940<\/a><\/p>\n

[\/cumo_side_item][cumo_side_item icon=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/mail-icon.svg” icon_alt=”Blue mail icon” admin_label=”Mailing Address” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Mailing Address<\/p>\n

Scholars Choice College Savings Program
\nPO Box 219372
\nKansas City, MO 64121\n<\/p>\n

[\/cumo_side_item][cumo_side_item icon=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/overnight-mail.svg” icon_alt=”icon_overnight” admin_label=”Overnight Delivery Only” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Overnight Delivery ONLY:<\/p>\n

Scholars Choice College Savings Program
\n920 Main Street, Suite 900
\nKansas City, MO 64105<\/p>\n

[\/cumo_side_item][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Intro Left” module_class=”headline-left investment-option-left” _builder_version=”4.16″ da_disable_devices=”off|off|off” collapsed=”off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Content” module_class=”content-sbs” _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” global_colors_info=”{}”]<\/p>\n

Enrollment year investment portfolios:<\/h3>\n

Select your enrollment year<\/p>\n

Your first step is to determine the expected enrollment year of your future student. Next, select the Enrollment Portfolio closest to the date of enrollment. Example: for a future student who is currently 5 years of age who will likely begin postsecondary school at 18 years of age, you would select the 2034\/2035 Enrollment Portfolio.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/Scholars-Choice-Investment-Options_Enrollment-year-investment-portfolios.png” alt=”The Direct Portfolio Plan” title_text=”Scholars-Choice-Investment-Options_Enrollment year investment portfolios” _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” locked=”off” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Content” module_class=”content-sbs” _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” global_colors_info=”{}”]<\/p>\n

Target allocation portfolios<\/h3>\n

Scholars Choice offers four Target Allocation Portfolios. These portfolios are designed for those who prefer a diversified investment portfolio with a fixed risk level rather than a risk level that changes as the designated Beneficiary ages. Each Target Allocation Portfolio invests in multiple underlying funds. Working with your financial professional, you can select one or more of these to match your personal risk tolerance for education savings, or use them as a starting point before adding other investments and creating a unique portfolio.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/Scholars-Choice-Investment-Options_Target-allocation-portfolios.png” alt=”The Direct Portfolio Plan” title_text=”Scholars-Choice-Investment-Options_Target allocation portfolios” _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” locked=”off” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Content” module_class=”content-sbs” _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” global_colors_info=”{}”]<\/p>\n

Individual fund portfolios<\/h3>\n

Scholars Choice offers 14 Individual fund portfolios, including 3 ESG (environmental, social, and governance) portfolios. Each portfolio invests in a single underlying fund.<\/p>\n

Customize as you like! Work with your financial professional to assemble your own portfolio and create an asset allocation mix that suits your investing needs. You may invest in as many of the following Individual fund portfolios, Target allocation or Enrollment year investment portfolios, as long as the total allocation equals 100%.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/Scholars-Choice-Investment-Options_EQUITY-chart.png” alt=”The Direct Portfolio Plan” title_text=”Scholars-Choice-Investment-Options_EQUITY-chart” _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” locked=”off” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Footnotes Section” module_class=”footnotes-section investment-option-footnotes” _builder_version=”4.16″ da_disable_devices=”off|off|off” collapsed=”off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” animation_style=”slide” animation_direction=”bottom” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text module_class=”footnotes-content” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Investment returns are not guaranteed and you could lose money, including principal, by investing in these options.<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t
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\"logo_tiaa\"<\/div>\r\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>Investment Options Though the end goal is the same \u2013 to help pay for education \u2013 everyone\u2019s investment strategy may […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":17,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"footnotes":""},"class_list":["post-22","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nCollege Savings Investment Options | Scholars Choice | CollegeInvest<\/title>\n<meta name=\"description\" content=\"CollegeInvest makes it easy to choose investments and plan education savings in any state. 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