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.
Target date investment options | Target-risk investment options |
Single strategy investment options
Target date
The target date options put the expertise of BlackRock to work for you. These options are designed to fit a particular investment time horizon for the expected college enrollment year of the beneficiary. As the target date investment option approaches its named target date, the investment options will migrate into the BlackRock College Enrollment Option. Within the target date portfolios, you may choose between the following options based upon specific savings goals.
BlackRock College 2038
BlackRock College 2035
BlackRock College 2032
BlackRock College 2027
BlackRock College 2024
BlackRock College 2020
BlackRock College Enrollment
Target risk
The target risk 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.
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
BlackRock Advantage International Option
BlackRock Advantage Large Cap Core Option
iShares Core S&P 500 ETF Option
iShares Russell 2000 ETF Option
iShares Core MSCI EAFE ETF Option
iShares Core S&P Mid Cap ETF 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
For more information, call 866-529-8582.
Investors should consider before investing whether the investor’s or beneficiary’s home state offers any state tax or other benefits that are only available for investment in such state’s qualified tuition program.
The principal value of the fund(s) is not guaranteed at any time, including at the target date. The target date in the name of the fund is the approximate date when an investor plans to start withdrawing money.
An investor should consider the investment objectives, risks, charges and expenses associated with municipal fund-based securities before investing. More information about municipal fund securities is available in the issuer's Program Description. You may obtain a Program Description by clicking here or calling 866-529-8582. The Program Description should be read carefully before investing.
The BlackRock CollegeAdvantage 529 Plan is designed to be a Qualified Tuition Program under Section 529 of the Internal Revenue Code. The Plan is sponsored by the state of Ohio. If you are not an Ohio taxpayer, consider before investing whether your or the designated beneficiary’s home state offers any state tax or other benefits that are only available for investments in such state’s qualified tuition program.
Any investment in a BlackRock CollegeAdvantage mutual fund-based investment option is not insured or guaranteed by the FDIC or any other governmental agency or other party, including the custodian/state of Ohio, the Tuition Trust, BlackRock or any of the mutual fund firms under contract with OTTA. An investment in a BlackRock CollegeAdvantage mutual fund-based investment option is not a direct investment in a mutual fund itself. Participants assume all investment risk of an investment in the BlackRock CollegeAdvantage Plan, including the potential loss of principal and liability for penalties such as those levied for non-educational withdrawals. Regular investing does not ensure a profit or protect against a loss in a declining market. The amount actually available for withdrawal will depend on the investment performance of the investment options chosen.
BlackRock cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided on this site or from any other sources mentioned. BlackRock is not engaged in rendering any legal, tax or accounting advice. Please consult with qualified professionals for advice in these areas.
Not FDIC Insured | May Lose Value | No Bank Guarantee
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