Tomorrow’s Scholar age-based option starts with a higher allocation in equity funds and automatically becomes more conservative as the child gets closer to college. Nine distinct age bands provide a smooth transition from one band to the next during the first week of August to coincide with the start of a new school year. The age-based portfolios invest in 10–15 diversified mutual funds that are carefully selected and rigorously monitored as market conditions change.
For Financial Advisors
AdvisorCentral provides access to client accounts for multiple Fund Families on one web site. You can view client portfolios, see your book of business, create key account watch lists, and much more.
Website Access for Financial Advisors
Advisor-only resources including fund commentaries, market insights and practice management tools and resources
For Individual Investors
Log in for account balances, transaction history, tax forms and more.
Individual Investors Login
Individual Investors Login
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ProceedFor Employees
Employee-only resources