Single Fund Investments
You or your financial advisor may want to direct your DC College Savings Plan contributions. To enable you to create a customized portfolio, Calvert offers six Single Fund investments, each with a different investment objective. Using individual equity, bond, and guaranteed account investment options, you can construct a diversified portfolio to meet your personal investment needs. You can also combine a Single Fund Investment with an Age-Based portfolio.
We offer a broad range of options, letting you choose investments that match your style preference, return expectations, risk tolerance and time horizon. All investments offer a balance of risk and reward potential. More conservative funds generally offer lower return potential as well as less potential for loss. More aggressive funds generally offer the potential for greater return as well as higher risk of loss. Review the Program Disclosure Booklet for detailed information. If you are a more experienced investor, you or your financial advisor may want to direct your DC College Savings Plan contributions to one or more of the single fund investments.
Once you have made a selection, plan rules limit the number of times you may change your investment allocation. You may change the investment only twice per year or when you change the account beneficiary. For this reason, it is important to think through your investment choices carefully and be sure you are comfortable with them.
*Formerly named Acacia Principal Plus. On July 1, 2014, Acacia Life Insurance Company merged with and into its parent company, Ameritas Life Insurance Corp.