Investing with an Advisor: Static Portfolios

You are in the driver's seat for your college savings account. Static portfolios offer a fixed-allocation strategy, which means the amount of stock, bond and money market funds in the portfolios is set and will not change. Your assets remain in a portfolio until you close the account or you choose to change portfolios, as allowed twice per calendar year.

Create a customized investment

You and your financial advisor may select one or more of the 12 Single-Fund or 8 Multi-Fund Portfolios to build your own customized investment. Together, you can handpick the portfolios based on the asset mix you prefer. For more information, talk with your advisor about what works best for you.

Investment Category Portfolio Name Investment Manager
Growth Learning Quest Advisor Disciplined Growth American Century Investments
Growth Learning Quest Advisor Heritage American Century Investments
Growth Learning Quest Advisor Small Cap Growth American Century Investments
Blend Learning Quest Advisor Sustainable Equity American Century Investments
Value Learning Quest Advisor Value American Century Investments
Value Learning Quest Advisor Mid Cap Value American Century Investments
International Learning Quest Advisor International Growth American Century Investments
Specialty Learning Quest Advisor Real Estate American Century Investments
Taxable Bond Learning Quest Advisor International Bond American Century Investments
Taxable Bond Learning Quest Advisor Inflation Protection Bond American Century Investments
Taxable Bond Learning Quest Advisor Diversified Bond American Century Investments
Money Market Learning Quest Advisor Money Market American Century Investments
Risk Levels for Multi-Fund Portfolios
Risk Portfolio Name Investment Managers
More Aggressive Advisor 100% Equity American Century Investments®
Principal® Financial Group
T. Rowe Price®
American Beacon Funds®
  Advisor Very Aggressive American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
  Advisor Aggressive American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
Moderate Advisor Moderate American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
  Advisor Conservative American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
  Advisor Very Conservative American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
  Advisor Short-Term Plus American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
More Conservative Advisor Short Term American Century Investments
Investment Category Portfolio Name Investment Manager
Growth Learning Quest Advisor Disciplined Growth American Century Investments
Growth Learning Quest Advisor Heritage American Century Investments
Growth Learning Quest Advisor Small Cap Growth American Century Investments
Blend Learning Quest Advisor Sustainable Equity American Century Investments
Value Learning Quest Advisor Value American Century Investments
Value Learning Quest Advisor Mid Cap Value American Century Investments
International Learning Quest Advisor International Growth American Century Investments
Specialty Learning Quest Advisor Real Estate American Century Investments
Taxable Bond Learning Quest Advisor International Bond American Century Investments
Taxable Bond Learning Quest Advisor Inflation Protection Bond American Century Investments
Taxable Bond Learning Quest Advisor Diversified Bond American Century Investments
Money Market Learning Quest Advisor Money Market American Century Investments
Risk Levels for Multi-Fund Portfolios
Risk Portfolio Name Investment Managers
More Aggressive Advisor 100% Equity American Century Investments®
Principal® Financial Group
T. Rowe Price®
American Beacon Funds®
  Advisor Very Aggressive American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
  Advisor Aggressive American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
Moderate Advisor Moderate American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
  Advisor Conservative American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
  Advisor Very Conservative American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
  Advisor Short-Term Plus American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
More Conservative Advisor Short Term American Century Investments