Smart529

Individual Portfolios

SMART529 WV Direct offers a variety of investment portfolios tailored to individual investor's savings needs.
 
The SMART529 Stable Value Fund 100%
The SMART529 500 Index Fund 100%
.Equity .Fixed Income

 

  • The SMART529 Stable Value Fund:  This portfolio seeks to maximize current income while preserving principal and delivering stable investment returns.
  • The SMART529 500 Index Fund:  This portfolio seeks to track the performance of a benchmark index that measures the investing return of large-capitalization stocks. This Fund invests 100% in the Vanguard Institutional Index Fund.
For more information on the specific risks of these portfolios, please see the Offering Statement. image
 

MUN119784

Updated 01/06/2017