Take the Guesswork Out of Investing

  • Easy to invest. This simple, one-step investment reduces uncertainty when you select a portfolio based on the year your child will enroll in school.
  • Smaller, more frequent adjustments. With frequent rebalancing, you can reduce the risk that comes with fewer, larger adjustments.
  • Flexible for all students. Save for K-12 education, graduate school or an apprenticeship. Select from more than one Enrollment Date Portfolio within the same account for the same student.

How the TEP Works

Target Enrollment Portfolios are offered in two-year increments, allowing you to select an asset allocation that most closely matches your beneficiary’s projected enrollment date.

Every two years a new TEP will be created while others are retired. Target Enrollment Portfolio asset allocations are changed as often as each quarter.

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Current and Future Target Enrollment Date Asset Allocations

See current or future asset allocations for each target enrollment portfolio. Select a quarter in the interactive chart to see what each Target Enrollment Portfolio’s asset allocation will be in the future.

PA 529 IP Target Enrollment Date Portfolios

Select a target enrollment date portfolio below to see how its underlying asset allocations change more frequently and gradually away from stocks toward bonds and short-term reserves as the target enrollment date gets closer.

Due to rounding, some portfolio totals may not add to 100.

NOTE: You may also choose from a number of individual portfolios as well as target enrollment date portfolios based on your savings goals and risk tolerance. You may also choose from a number of individual portfolios as well as target enrollment date portfolios based on your savings goals and risk tolerance. TEP allocations shown take effect on the first day of each quarter. For example, 4Q allocations are effective October 1 to December 31 for the year selected.