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.
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.
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.
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.
Rainier Mid Cap Equity Option*
Voya Small Company Option*
Wells Fargo Advantage Core Bond Option*
*For more information about these options, please contact your Financial Advisor.