Moderate Portfolio Option
Part of the BlackRock CollegeAdvantage 529 Plan
The investment objective of the BlackRock CollegeAdvantage Moderate Portfolio Option is to seek a balance between long term capital appreciation and high current income, with a greater emphasis on capital appreciation. The BlackRock CollegeAdvantage Moderate Portfolio Option normally invests 60% of its assets in underlying funds that invest primarily in Equity Securities and 40% of its assets in underlying funds that invest primarily in FixedIncome Securities.
Variations in the target percentage allocation between underlying funds that invest primarily in Equity Securities and underlying funds that invest primarily in fixed income securities are permitted up to 10%. Therefore, based on atarget equity/fixed income allocation of 60%/40%, the BlackRock CollegeAdvantage Moderate Portfolio Option may have an equity/fixed income allocation that ranges from 70%/30% to 50%/50%.
Please consult the fund program description for more information before you invest money. The program description contains more complete information including management fees, other expenses, as well as the risks associated with an investment in the fund. Consult the fund program description for detailed information about the Fund's policies, operations, management and risks.
Additional Fund Reports
Shareholder reports provide shareholders with information such as recent performance, portfolio information and financial information.
The following indexes are used to represent the current weightings of each Portfolio: Domestic Equity – Russell 3000, International Equity – MSCI EAFE, Fixed Income – Barclays Aggregate. For a complete listing of the underlying investments for each portfolio and age range, please refer to the plan’s Program Description.
The Barclays Capital US Aggregate Bond Index is composed of the Barclays Capital Government/Corporate Bond Index and the Barclays Capital Mortgage-Backed Securities Index and includes Treasury issues, agency issues, corporate bond issues and mortgage-backed securities. The Russell 3000 Index is an unmanaged index comprised of the 3,000 largest US companies as determined by total market capitalization. The Morgan Stanley CapitalInternational (MSCI) EAFE Index is an unmanaged index composed of equity securities from various industrial sectors whose primary trading markets are outside the US. Country weighting in the index is based on the size of a country’s equity markets (market capitalization). Individual companies within each country are chosen based on market capitalizations, trading activity and the overall mix of industries, among other factors. The index is tracked in US dollars and consists of components of Europe, Australasia and the Far East. The S&P 500 Index covers 500 industrial, utility, transportation and financial companies of the US markets (mostly NYSE issues). The unmanaged index represents about 75% of NYSE market capitalization and 30% of NYSE issues. It is not possible to invest directly in an index.
An investor should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing. More information about municipal fund securities is available in the issuer's Program Description. You may obtain a Program Description by clicking here or calling 866-529-8582. The Program Description should be read carefully before investing.
Any investment in a BlackRock CollegeAdvantage mutual fund-based investment option is not insured or guaranteed by the FDIC or any other governmental agency or other party, including the custodian/state of Ohio, the Tuition Trust, BlackRock or any of the mutual fund firms under contract with the Ohio Tuition Trust Authority. An investment in a BlackRock CollegeAdvantage mutual fund-based investment option is not a direct investment in a mutual fund itself. Participants assume all investment risk of an investment in the BlackRock CollegeAdvantage 529 Plan, including the potential loss of principal and liability for penalties such as those levied for non-educational withdrawals. Regular investing does not ensure a profit or protect against a loss in a declining market. The amount actually available for withdrawal will depend on the investment performance of the investment options chosen.
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