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Investment Options When you open a College Savings Plan account, there are a wide variety of investment choices to choose from — including four Age-Based Portfolios, six Target Portfolios, and 20 Individual Fund Portfolios. The portfolios contain a broad array of mutual funds including well-known mutual fund families such as American Century, Fidelity, Goldman Sachs, PIMCO, State Street, and Vanguard. Age-Based Portfolios The Click any pie chart below to view the allocation of funds.
 More information on these funds can be found in the Enrollment Handbook. Target Portfolios The Target Portfolios consist of an asset allocation of stock and bond investments that remain constant. There are six portfolio options, ranging from aggressive to conservative. The Target Portfolios are rebalanced to maintain the initial percentages of the option you select. The most aggressive portfolio consists of 100% equity funds, which typically provide greater growth than fixed income funds, but also carry increased risk. The most conservative portfolio consists of 50% fixed income and 50% money market funds. Click any pie chart below to view the allocation of funds.
Individual Fund Portfolios In addition to the four Age-Based and six Target Portfolios, the Individual Fund Portfolios range from lower risk/lower return potential to higher risk/higher return potential. This is specific to Individual Fund Portfolios and is not applicable to Age-Based or Target Portfolios. The Individual Fund Portfolios within the asset classes are: Money Market Asset Class Fixed Income Asset Class
More information on these funds can be found in the Enrollment Handbook. Before investing in any mutual fund, carefully consider the investment objectives, risks, charges and expenses involved. A prospectus contains this and other important information. Please read it carefully before investing. E-mail us for a copy. Investment Products: Not FDIC Insured. No Bank Guarantee. May Lose Value Accounts in the TD AMERITRADE 529 College Savings Plan represent a separate class of Accounts in the College Savings Plan of Nebraska, which is a separate series of the Nebraska Educational Savings Plan Trust (the "Trust"). The Trust is designed to qualify as a tax-advantaged savings plan under the provision of Section 529 of the Internal Revenue Code and is sponsored by the State of Nebraska and administered by the Nebraska State Treasurer, as Trustee. Union Bank & Trust Company acts as Program Manager of the TD AMERITRADE 529 College Savings Plan. You should be aware that other states may sponsor their own qualified tuition plans and may offer a state tax deduction or other benefits that are limited to residents who invest in that plan. You should consult with a tax advisor about state and local taxes. Withdrawals used to pay for qualified higher education-related expenses are free from federal and Nebraska state income tax. These expenses include tuition, fees, books, supplies and equipment required for enrollment at a qualified institution of higher education. Room and board is considered a qualified education-related expense if the student is enrolled on at least a half time basis. Every individual's tax situation is different, and it is important to consult a qualified tax advisor regarding the application of the Plan's benefits to your own individual situation. There is no guarantee that any investment portfolio will achieve its investment goals. The value of an account will go up or down based on the performance of the Portfolio in which the account is invested. When funds are withdrawn, they may have more or less value than the total contributions made to the account. Past investment performance is no guarantee of future results. The investments in the TD AMERITRADE 529 College Savings Plan are not guaranteed or insured by the State of Nebraska, the Nebraska State Treasurer, Union Bank & Trust Company, TD AMERITRADE, the Federal Deposit Insurance Corporation, the Securities Investor Protection Corporation, or any other entity. Investors should read carefully and consider the investment objectives, risks, fees, and expenses contained in the Enrollment Handbook before investing. |
