Smart529

Age-Based Portfolios

SMART529 WV Direct offers a variety of investment portfolios tailored to individual investor's savings needs.
 

As their name suggests, Age-Based Portfolios are tailored to your child's specific age. As your child grows, your investment is automatically rebalanced from a more aggressive mix early on to a more conservative one as college nears.

Aged 0-8 80%20%
Aged 9-13 65%35%
Aged 14-15 50%50%
Aged 16-17 25%75%
Aged 18+ 15%85%
.Equity .Fixed Income
Fund Allocation

The SMART529 WV Direct Plan invests primarily in shares of Vanguard Mutual Funds*

Fund Symbol Age-Based Portfolios
0-8 9-13 14-15 16-17 18+
Vanguard Total Stock Market Index VITSX 56.0% 45.5% 35.0% 17.5% 10.5%
Vanguard Total International Stock Index VTSNX 24.0% 19.5% 15.0% 7.5% 4.5%
Vanguard Total Bond Market II Index VTBNX 14.9% 17.9% 24.2% 5.9% 6.0%
Vanguard Inflation-Protected Securities VIPIX 5.1% 10.5% 13.2% 5.3% 6.0%
The SMART529 Stable Value Portfolio   0.0% 6.6% 12.6% 63.8% 73.0%
Total:   100% 100% 100% 100% 100%

* Exception: SMART529 Stable Value Portfolio

Holdings are subject to change.

The Vanguard Group is not an affiliate or subsidiary of The Hartford and its subsidiaries.

For more information on the specific risks of these portfolios, please see the  Offering Statement. image
 

MUN119782

Updated 01/06/2017