Static Portfolios

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

Because investors differ in how long they plan to invest and how much risk they are willing to take, SMART529 also offers preset Static Portfolios ranging from an aggressive growth selection to more conservative choices.

Aggressive Growth 100%
Growth 80%20%
Balanced 65%35%
Conservative Balanced 20%80%
Conservative Bond 100%
.Equity .Fixed Income
Fund Allocation

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

Fund Symbol Static Portfolios
Growth Balanced Conservative
Vanguard Total Stock Market Index VITSX 70.0% 56.0% 45.5% 10.5% 0.0%
Vanguard Total International Stock Index VTSNX 30.0% 24.0% 19.5% 4.5% 0.0%
Vanguard Total Bond Market II Index VTBNX 0.0% 14.9% 17.9% 6.0% 20.6%
Vanguard Inflation-Protected Securities VIPIX 0.0% 5.1% 10.5% 6.0% 9.4%
The SMART529 Stable Value Portfolio   0.0% 0.0% 6.6% 73.0% 70.0%
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
MUN 119783
Updated 01/06/2017