Learn more about the plan's investment performance: Read more about these portfolios and how they work in the Schwab 529 Education Savings Plan Brochure. By investing across six index mutual funds, these diversified portfolios provide a cost-effective opportunity to track the performance of major market indices.ĭecide which options will work best for you: ![]() Broad exposure to up to 15 professionally managed mutual funds that offer different investments and risks, each with the potential to exceed market expectations. Within these portfolios, you have the option of choosing the type of fund – actively managed or index – that best accommodates your investment objectives. When you select an age-based track, your investment gradually becomes more conservative as the beneficiary approaches college.
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