| Total Available Funds: | 10 |
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| Total Available Funds: | 10 |
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| Total Available Funds: | 10 |
- R*: Redemption (Minimum months to hold).
- RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
- WP: Waiting Period (minimum months to wait before buy again).
- M*:Mark (p: proxy, n: not used).
| Asset Class | Ticker | Description | Rating | R* | RT | WP | Expense | Yield | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Strategic Asset Allocation - Optimal: Click here to see this strategy description | |||||||
| Optimal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
Click for Portfolio Details or Follow | 0.7% | -0.4% | 4.8% | 5.9% | 6.3% | 8.1% |
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
| Tactical Asset Allocation: Click here to see this strategy description | |||||||
| Dynamic Asset Switching | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
|
Click for Portfolio Details or Follow | -1.1% | 0.4% | 2.8% | 3.2% | 3.0% | 3.9% |
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
| Asset Allocation Composite: Click here to see this strategy description | |||||||
| Strategic Asset Allocation with Dynamic Risk Adjustment | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
|
Click to Create Model Portfolio | ||||||
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
The Rhode Island AllianceBernstein Vanguard CollegeBoundfund 529 Plans is provided by AllianceBernstein and Vanguard Groups. This plan provides four ways to invest: Education Strategies Age-based Portfolios, Education Strategies Fixed Allocation Portfolios, Stable Value portfolios and Individual Fund Portfolios. With the Individual Fund portfolio option, the assets in your Rhode Island AllianceBernstein Vanguard 529 Plans account will be reallocated only at your instruction, but changes to existing investments within the plan can be made only once per calendar year. MyPlanIQ.com provides asset allocation strategies for the forth-way investors to constructs customized 529 portfolios, which is better tailored to their risk profile. The model portfolios are constructed basing on the plan custom portfolios below.
AllianceBernstein Growth Funds
AllianceBernstein Large-Cap Growth Fund
AllianceBernstein Small/Mid-Cap Growth Portfolio (formerly Mid-Cap Growth Portfolio)
AllianceBernstein Small Cap Growth Portfolio
AllianceBernstein Global Thematic Growth Portfolio(formerly Global Technology Portfolio)
AllianceBernstein Value Funds
AllianceBernstein Growth & Income Fund
AllianceBernstein Value Fund
AllianceBernstein International Value Fund
AllianceBernstein Small/Mid Cap Value Fund
AllianceBernstein Fixed Income Fund
AllianceBernstein Intermediate Bond Portfolio (formerly Quality Bond Portfolio)
AllianceBernstein Index Fund
Vanguard Total Stock Market Index Portfolio
(available only to Rhode Island Accounts purchasing directly from the ProgramEquity
For further information, please visit the official website.
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