About the BlackRock 529 Plan
The BlackRock CollegeAdvantage 529 Plan was designed with two main goals in mind - to provide investors with access to some of the most respected investment managers in the industry and to offer the flexibility to develop an education savings strategy to meet investors’ unique needs.
BlackRock CollegeAdvantage offers you three distinct approaches to help you meet your savings goals:
Within the Single Strategy Options, BlackRock CollegeAdvantage allows you and your clients to choose among 15 investment strategies. In general, the risk level of these options increases as you move from money markets to fixed income to balanced to equity options, but that is not always the case.
- Wells Fargo Advantage Core Bond Option
- iShares Core S&P 500 ETF Option
- Rainier Mid Cap Equity Option
- Voya Small Company Option
- iShares Russell 2000 Index Option
- iShares MSCI EAFE Index Option
The Target-Risk Options offer investments diversified across equities, fixed income and money markets. Asset allocations under each of the Target-Risk Investment Options are the same for all Account Owners and do not vary based on the age of the Beneficiary. Unlike the Age-Based Investment Options, these options are designed to have a relatively constant exposure to equities, fixed income and money market securities throughout the life of the Account, rather than a decreasing exposure to equities and an increasing exposure to fixed income and money market securities as the Beneficiary gets older. Within the Target-Risk Portfolios, you may choose between the following options based on your specific savings goals.
The Age-Based Options put the expertise of BlackRock to work for you. Within the Age-Based Portfolios, you may choose between the following options based upon specific savings goals.