Age-Based Portfolios

For many investors, the professionally designed Age-Based Portfolio will be the portfolio of choice. The Age-Based approach invests your contributions based on the current age of the child. You choose either an aggressive, growth, balanced or conservative allocation. Over time, each diversified Age-Based portfolio will automatically change as the child ages. For instance, if you open an account for a seven-year old and select the aggressive option, the portfolio allocation would be 80% equity funds, 15% fixed income funds, and 5% real estate funds. When the child turns eleven, the allocation will automatically change to 60% equity funds, 26% fixed income funds, 9% money market funds and 5% real estate funds. The objective of the Age-Based approach is to create growth potential in the early years - and reduce fluctuations in the account as college approaches.

Click on any pie chart to view the allocation of funds.

	Aggressive	Growth	Balanced	Conservative
Newborn to 5 years
6-10 years
11-15 years
16-20 years
21 plus
More information on these funds is available in the Enrollment Handbook. Please download an enrollment kit.

College Savings Plan of Nebraska • P.O. Box 82644 • Lincoln, NE 68501-9542 • 1-888-993-3746 • Email Contact