To provide you flexibility, 10 investment portfolios are available ranging from very aggressive to very conservative. You can choose a fixed allocation option or elect an aged-based option.
Age-based plans (do it for me)
If you're a new investor or want a low maintenance option, consider an Age-Based Option. Based on the beneficiary's age, investments transition automatically from more aggressive equity portfolios in the child's early years to more conservative portfolios as the child approaches college age (18+).
Fixed allocation plans (do it myself)
If you prefer to select your own portfolios, choose from the Fixed Allocation Portfolios. Select one or more portfolios based on the investment mix you prefer.
Note: The Preservation of Capital Portfolio is not included in the Age-Based Option. Refer to the USAA 529 Education Savings Plan Description and Participation Agreement for more details.
Both the Age-Based and Fixed Allocation Options use the portfolios below.
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