Commencement Portfolio
Investment Objective
The Commencement Portfolio is utilized at the time of the Beneficiary's actual enrollment when the Portfolio reaches its target year. As such, this Portfolio seeks to minimize risk. The Commencement Portfolio will remain at a static allocation for the duration because it's already at its most conservative phase. The Commencement Portfolio's allocation to stock and bonds is the allocation that all the Enrollment Portfolios are expected to assume within four years after their designated enrollment year.
Recent Performance as of 04/28/2026
| Last Month | Last Quarter | Year to Date |
|---|---|---|
| N/A | N/A | N/A |
Avg. Annualized Performance as of 03/31/2026
| 1 Year | 3 Year | 5 Year | 10 Year |
|---|---|---|---|
| N/A | N/A | N/A | N/A |
Portfolio Composition
View Unit Price by Date
Fees and Expenses
| Portfolio Expenses | Administrative Fees |
|---|---|
| 0.045% | 0.25% |
Risk Potential
Less Risk
Less Reward
More Risk
More Reward
Bond Style
Agency
Corporate
Grade