Target Enrollment Portfolios


PA 529 IP Target Enrollment Date Portfolios

When you invest in a target enrollment date portfolio, your assets are managed according to the projected enrollment date of your student and will provide an even smoother transition away from equity investments as your child prepares to start their school or program.

Select a target enrollment date portfolio below to see how its underlying asset allocations change more frequently and gradually away from stocks towards bonds and short-term reserves as the target enrollment date gets closer.


Due to rounding, some portfolio totals may not add to 100%.

NOTE: You may also choose from a number of individual portfolios as well as target enrollment date portfolios based on your savings goals and risk tolerance. You may also choose from a number of individual portfolios as well as target enrollment date portfolios based on your savings goals and risk tolerance. TEP allocations shown take effect on the first day of each quarter. For example, 4Q allocations are effective October 1 to December 31 for the year selected.

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Phone: 800-440-4000
Email: PA529@patreasury.gov

 

PA 529 College and Career Savings Program
613 North Drive | Room G-06
Harrisburg, PA 17120