Schwab 529 plan investment choices: portfolios: Charles Schwab

Select from a range of investment portfolios

Need assistance?

Call 866-663-5247 to speak with a Schwab Investment Professional or email us.

Open a Schwab 529 Plan

Static portfolios—Seven portfolios based on your selected investing style. Your assets will remain in the portfolio until you select a different one.

Age-based tracks—Four investment tracks based on risk tolerance that automatically become more conservative as the beneficiary nears college age.

Schwab 529 Plan Brochure

The Schwab 529 Plan invests in actively managed funds with a goal of outperforming their indexes. Learn more about the Schwab 529 Plan's investment performance:

The Schwab 529 Plan offers several portfolios, which use a variety of highly rated, professionally managed investments from the following fund companies:

American Beacon Funds
American Century Investments
Baron Funds®
Laudus Funds ™
PIMCO
Schwab Funds®
Transamerica Premier Funds
Metropolitan West Asset Management

Before investing, carefully consider the plan's investment objectives, risks, charges and expenses. This information and more about the plans can be found in the Schwab 529 Guide and Participation Agreement available from Charles Schwab & Co., Inc., and should be read carefully before investing. If you are not a Kansas taxpayer, consider before investing whether your or the beneficiary's home state offers a 529 plan that provides its taxpayers with state tax and other benefits not available through this plan. As with any investment, it is possible to lose money by investing in this plan.

An investment in a money market fund is neither insured nor guaranteed by the FDIC or any other government agency. Although the fund seeks to preserve the value of your investment at $1 per share, it is possible to lose money by investing in the fund. Please note that bank deposits are FDIC insured up to $100,000 while non-bank independent products have no such guarantees.

The Schwab 529 College Savings Plan is available through Charles Schwab & Co., Inc., and is managed by American Century Investment Management, Inc. The Plan was created by the Kansas State Legislature under the provisions of Section 529 of the Internal Revenue Code and is administered by Kansas State Treasurer Dennis McKinney. Notice: Accounts established under the Schwab 529 Plan and their earnings are neither insured nor guaranteed by the State of Kansas, the Kansas State Treasurer, American Century Investments or Charles Schwab & Co., Inc. Accounts established under the Schwab 529 Plan are domiciled at American Century Investments and not Schwab.

American Century Investments® receives remuneration from fund companies, including PIMCO Funds, American Beacon Funds, Metropolitan West Asset Management, and Baron Funds® for recordkeeping, shareholder services and other administrative services associated with funds held in the Schwab 529 Plan portfolios.

American Century Investment Services, Inc., Distributor and Underwriter.

(0807-6717)