Bright Start offers a number of quality investment options including Age-Based, Target, and Individual Fund Portfolios. Many investors prefer the ease of the professionally managed Age-Based Portfolios that automatically adjust as the beneficiary ages. For investors wanting a more hands on approach to investing Bright Start offers Target and Individual Fund Portfolios.
Bright Start Investment Options
Bright Start utilizes quality funds from the following respected fund families:
plus 7 additional fund families
Types of Investment Options
Bright Start offers three categories of investment portfolios: Age-Based, Target, and Individual Fund Portfolios. Customize your account to your own investing style, whether its aggressive, moderate, or conservative.
Risk Tolerance Questionnaire
When reviewing your investment options, it’s important to consider your comfort level with risk, your time horizon, and your overall savings and financial picture.
To assist as you consider your investment strategy, risk tolerance, and asset allocation – visit our Investor Questionnaire.