BlackRock CollegeAdvantage 529 investment options

Tailoring your plan

Your investment strategy should match your college savings goals. BlackRock CollegeAdvantage offers three distinct investment approaches, allowing you to choose the option(s) that best
fits your needs.


Age-based

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.

 

ConservativeModerateAggressive
0-5 Age-based 0-5 Age-based 0-5 Age-based
6-9 Age-based 6-9 Age-based 6-9 Age-based
10-12 Age-based 10-12 Age-based 10-12 Age-based
13-16 Age-based 13-16 Age-based 13-16 Age-based
17+ Age-based 17+ Age-based 17+ Age-based

Target-risk

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.

Moderate
Growth
Aggressive Growth

Single strategy

Within the single strategy options, BlackRock CollegeAdvantage allows you and your clients to choose among 17 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.

Equity

Capital Appreciation
Equity Dividend
International Opportunities
Large Cap Core
iShares Core S&P 500 ETF Option
iShares Russell 2000 ETF Option
iShares MSCI EAFE ETF Option
Rainier Mid Cap Equity Option*
Voya Small Company Option*

Fixed income

GNMA
High Yield Bond
Inflation Protected Bond
Strategic Income Opportunities
Wells Fargo Advantage Core Bond Option*

Balanced

Global Allocation
Multi-Asset Income

Cash

Money Market

 

For more information, call 866-529-8582.