Investment Options

When you open a TD Ameritrade 529 College Savings Plan account, there is a wide variety of investment choices to choose from—including four Age-Based Investment Options, three Static Investment Options, and 17 Individual Investment Options. The portfolios contain a broad array of mutual funds and ETFs.

Age-Based Investment Options

The TD Ameritrade 529 College Savings Plan offers four Age-Based Investment Options that adjust over time so as the beneficiary nears college, the allocations become more conservative. Within the Age-Based Investment Options you may choose from an Aggressive, Growth, Index or Conservative asset allocation based on, among other factors, your investment goals and objectives, and your tolerance for market volatility and investment risk.

Click any pie chart below to see details about the portfolio’s objective, strategy, and underlying funds.

0-5 6-10 11-14 15-18 19+

Find more information on these funds in the Program Disclosure Statement

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Static Investment Options

The Static Investment Options are asset allocation Investment Options that invest in a set or “static” mix of domestic equity, real estate, international equity, international bond, fixed income, or money market funds. The three Static Investment Options keep the same asset allocation between domestic equity, real estate, international equity, international bond, fixed income funds, and money market funds over the life of your account. Unlike the Age-Based Investment Options, they do not move to a more conservative allocation mix as the Beneficiary approaches college age.

The three Static Investment Options you may choose from are the Growth, Balanced Index, or Conservative asset allocation investments. In selecting any Investment Option, you should consider, among other factors, your investment goals and objectives, and your tolerance for market volatility and investment risk.

Click any pie chart below to see details about the portfolio’s objective, strategy, and underlying funds.

Growth Static Investment Option seeks to provide capital appreciation and some current income.
Balanced Index Static Investment Option seeks to provide both capital appreciation and current income.
Conservative Static Investment Option seeks to provide current income and some capital appreciation.

Find out more about these funds in the Program Disclosure Statement

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Individual Investment Options

In addition to four Age-Based Investment Options and three Static Investment Options, the TD Ameritrade 529 College Savings Plan offers 17 Individual Investment Options, representing several different asset classes. Each Individual Investment Option is invested in shares of a single fund. You may allocate your contributions to an account among one or more Individual Investment Options according to your investment objective and risk tolerance.

Since the Individual Investment Options invest in a single fund, their performance is based on the performance of the individual fund in which each of the Individual Investment Options is invested. Performance differences for the Individual Investment Options and their underlying funds may result from differences in the timing of purchases and sales and fees charged. Consequently, the performance of each of the Individual Investment Options may be more volatile than the Static or Age-Based Investment Options. Account owners do not own shares of the underlying funds but, rather, own an interest in the Investment Options offered by the Plan.

The Individual Investment Options are designed for account owners seeking a more focused investment strategy. You may select an Individual Investment Option or mix of Individual Investment Options based on, among other factors, your investment goals and objectives, and your tolerance for market volatility and investment risk. You should review each of the Individual Investment Options before making a selection from among the Investment Options offered through the Plan.

The Individual Investment Options within the asset classes are:

Domestic Equity Real Estate International Equity International Bond Fixed Income Money Market

Find more information on these funds in the Program Disclosure Statement.

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