Single Fund Investment Option

Consider this if: You’re looking to take a more focused approach to investing.

Sometimes you might want investment options that are highly focused. Perhaps you want to make your choice based on the investment type of a single underlying fund.

The Single Fund Investment Option offers a range of investment types designed to meet a variety of objectives.

Whatever your choice, a Single Fund Investment Option might be an investment path you wish to explore.

How the Single Fund Investment Option works

These Portfolios are each invested solely in shares of a single underlying fund. Their performance is entirely reliant on the performance of that underlying fund. You should be aware that participants do not own shares of the underlying funds directly. Each Single Fund Investment Option is described in more detail below.

Investment Name Risk Level Investment Objective Allocation
U.S. Equity Index Portfolio Aggressive The U.S. Equity Index Portfolio seeks favorable long-term total return.
  • 100.00% U.S. Equity
Fixed Income Index Portfolio Moderate The Fixed Income Index Portfolio seeks to provide a moderate long-term rate of return primarily through current income.
  • 100.00% Fixed Income
Socially Responsible Portfolio Aggressive The Socially Responsible Portfolio seeks favorable long-term total return while considering environmental, social and governance (ESG) factors.
  • 100.00% U.S. Equity

The investment options are subject to the risks of the underlying funds including the loss of principal.

Responsible investing incorporates Environmental Social Governance (ESG) factors that may affect exposure to issuers, sectors, industries, limiting the type and number of investment opportunities available, which could result in excluding investments that perform well.

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Things to consider

Changing your investments

Once you invest in a particular Portfolio, you can transfer contributions and any earnings to another Portfolio up to twice per calendar year or upon a transfer of funds to a WA529 Invest account for a different beneficiary.

Periodically reviewing your investments

It’s a good idea to periodically reevaluate your investment strategy as your goals, investment horizon and personal situation change—for example, annually at tax time, on a yearly basis if your income changes or upon the birth of another child.

More to explore

  • Compare portfolios

    We make it easy to choose portfolios that fit your financial needs and savings goals.

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  • Popular resources

    Use our WA529 Invest resources to find investment options that fit your savings goals and support your child’s path to a higher education.

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