Investing with an advisor
Static Portfolios

The static portfolios offer a fixed-allocation strategy, which means that the amount of stock, bond and money market funds in the portfolios will not change. This puts you and your financial advisor in the driver's seat because you decide how long your account should stay in a particular portfolio.

Create a Customized Investment

You and your advisor may select one or more of the 12 single-fund or 7 multi-fund portfolios to build your own customized investment. Together, you can handpick the portfolios based on the asset mix you prefer. Talk with your financial advisor for more information about a customized investment, including whether one is right for you.

Multiple
Risk Portfolio Name Investment Managers
    More Aggressive
   Blue arrow-down
Learning Quest Advisor 100% Equity American Century Investments®
Principal® Financial Group
T. Rowe Price®
American Beacon Funds®
  Learning Quest Advisor Very Aggressive American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
  Learning Quest Advisor Aggressive American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
    Blue Arrow Up
    Moderate
    Blue arrow-down
Learning Quest Advisor Moderate American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
  Learning Quest Advisor Conservative American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
  Learning Quest Advisor Very Conservative American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
  Learning Quest Advisor Short-Term Plus American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
     Blue Arrow Up
    More Conservative
Learning Quest Advisor Short Term American Century Investments

There is no guarantee that the investment portfolios will achieve their investment objectives. The value of your Learning Quest Advisor account will vary, and a gain or loss may occur when you withdraw money from your account.

The Annual Report provides detailed financial information about the Learning Quest Advisor portfolios.

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