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 and bond mutual funds and cash 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.

Price & Performance | Fees & Expenses

Investment Category Portfolio Name Investment Manager
Growth Learning Quest Advisor Disciplined Growth Portfolio American Century Investments
Growth Learning Quest Advisor Heritage Portfolio American Century Investments
Growth Learning Quest Advisor Small Cap Growth Portfolio American Century Investments
Blend Learning Quest Advisor Sustainable Equity Portfolio American Century Investments
Value Learning Quest Advisor Value Portfolio American Century Investments
Value Learning Quest Advisor Mid Cap Value Portfolio American Century Investments
International Learning Quest Advisor International Growth Portfolio American Century Investments
Specialty Learning Quest Advisor Global Real Estate Portfolio American Century Investments
Taxable Bond Learning Quest Advisor Global Bond Portfolio American Century Investments
Taxable Bond Learning Quest Advisor Inflation Protection Bond Portfolio American Century Investments
Taxable Bond Learning Quest Advisor Diversified Bond Portfolio American Century Investments
Cash Learning Quest Advisor Cash and Cash Equivalents Portfolio American Century Investments
Risk Levels for Multi-Fund Portfolios
Risk Portfolio Name Investment Managers
More Aggressive Learning Quest Advisor 100% Equity Portfolio American Century Investments®
Principal® Financial Group
T. Rowe Price®
American Beacon Funds®
  Learning Quest Advisor 90% Equity Portfolio American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
  Learning Quest Advisor 70% Equity Portfolio American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
Moderate Learning Quest Advisor 60% Equity Portfolio American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
  Learning Quest Advisor 50% Equity Portfolio American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
  Learning Quest Advisor 30% Equity Portfolio American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
  Learning Quest Advisor 20% Equity Portfolio American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
More Conservative Learning Quest Advisor Short-Term Portfolio American Century Investments
Investment Category Portfolio Name Investment Manager
Growth Learning Quest Advisor Disciplined Growth Portfolio American Century Investments
Growth Learning Quest Advisor Heritage Portfolio American Century Investments
Growth Learning Quest Advisor Small Cap Growth Portfolio American Century Investments
Blend Learning Quest Advisor Sustainable Equity Portfolio American Century Investments
Value Learning Quest Advisor Value Portfolio American Century Investments
Value Learning Quest Advisor Mid Cap Value Portfolio American Century Investments
International Learning Quest Advisor International Growth Portfolio American Century Investments
Specialty Learning Quest Advisor Global Real Estate Portfolio American Century Investments
Taxable Bond Learning Quest Advisor Global Bond Portfolio American Century Investments
Taxable Bond Learning Quest Advisor Inflation Protection Bond Portfolio American Century Investments
Taxable Bond Learning Quest Advisor Diversified Bond Portfolio American Century Investments
Cash Learning Quest Advisor Cash and Cash Equivalents Portfolio American Century Investments
Risk Levels for Multi-Fund Portfolios
Risk Portfolio Name Investment Managers
More Aggressive Learning Quest Advisor 100% Equity Portfolio American Century Investments®
Principal® Financial Group
T. Rowe Price®
American Beacon Funds®
  Learning Quest Advisor 90% Equity Portfolio American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
  Learning Quest Advisor 70% Equity Portfolio American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
Moderate Learning Quest Advisor 60% Equity Portfolio American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
  Learning Quest Advisor 50% Equity Portfolio American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
  Learning Quest Advisor 30% Equity Portfolio American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
  Learning Quest Advisor 20% Equity Portfolio American Century Investments
Principal Financial Group
T. Rowe Price
American Beacon Funds
More Conservative Learning Quest Advisor Short-Term Portfolio American Century Investments