Prepared for Utah Higher Education Assistance Authority
Prepared for: Utah Higher Education Assistance Authority
Current, industry average, and proposed Target Enrollment Portfolio glide paths
Equity Weight (%)
100.0%
90.0%
80.0%
70.0%
60.0%
50.0%
40.0%
30.0%
20.0%
10.0%
Total Equity:
19%
0.0%
18
17
16
15
14
13
12
11
10
9
8
7
6
5
4
3
2
1
0
-1
-2
-3
-4
Years to Enrollment
Aggressive Aged-Based
Average Equity Allocation
-Moderate Age-Based
Industry Average Aged-Based
Target Enrollment
•Conservative Age-Based
% of Participants
Aggressive
Moderate
Conservative
60.90%
51%
41.80%
43%
24.50%
6%
52.90%
Target Enrollment Portfolio
*Reflects data across Vanguard's full service 529 plans.
Sources: Vanguard and Morningstar.
Total Equity:
11.6%
For institutional use only. Not for distribution to retail investors.
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