0
Add funds
Fund 1
Fund 2
Fund 3
Fund 4
TOOLS
The Morningstar Fund Compare tool quickly evaluates different funds against one another. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
The Morningstar Portfolio Review tool compares and analyzes your portfolio holdings. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
Tools are currently unavailable for use on mobile. Please visit the desktop site.
fund compare tool image
Fund Compare
Quickly evaluate different MFs, CEFs and ETFs against one another
portfolio review tool image
Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
plan profit calculator image
Plan Profit (k)alculator
A plan profitability analysis may reveal a more accurate business financial picture
Image of Municipal bond investing ladder tool
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
Powered by Morning star
Which type of investor are you?
Group of children in superhero cape

Investment choices

Scholars Choice Education Savings Plan is comprised of portfolios containing underlying funds from Nuveen, TIAA and other leading asset managers. In fact, the Scholars Choice Education Savings Plan has something for everyone. You may invest for your clients with as many of the following portfolios offered as long as the total allocation equals 100%.

Portfolio options
Scholars Choice Enrollment year investment portfolios
Features ten multi-asset target date portfolios named after the beneficiary’s expected year of school enrollment. As the enrollment year approaches, the portfolio will be automatically adjusted by gradually reducing its equity holdings.
Scholars Choice Target allocation portfolios
Four professionally constructed investment portfolios with a fixed level of risk that invest in multiple underlying funds. These may be appropriate for clients who seek diversified static investment solutions or portfolios defined by the concentration of risk assets.
Scholars Choice Individual fund portfolios
To allow for maximum flexibility in customizing your clients’ portfolios, you can also choose to add specific individual investment portfolios to the allocation mix, allowing investors to further refine their risk profile depending on personal financial goals.

Price & performance

Enrollment year investment portfolios
2038-2039
2036-2037
2034-2035
2032-2033
2030-2031
2028-2029
2026-2027
2024-2025
2022-2023
In School
Target allocation portfolios
All Equity Allocation Portfolio
Growth Allocation Portfolio
Balanced Allocation Portfolio
Conservative Allocation Portfolio
Individual fund portfolios
Santa Barbara Dividend Growth Portfolio
TIAA Large Cap U.S. Equity Index Portfolio
Principal Equity Income Portfolio
T. Rowe Price Large Cap Growth Portfolio
Principal Mid Cap Portfolio
TIAA U.S. Small Cap Portfolio
Oakmark International Portfolio
DFA Emerging Markets Portfolio
Dodge & Cox Global Fixed Income Portfolio
Western Asset Core Plus Bond Portfolio
Nuveen ESG Large Cap U.S. Equity Portfolio
Nuveen ESG International Developed Equity Portfolio
Nuveen ESG U.S. Aggregate Bond Portfolio
TIAA Money Market Portfolio

There are various risks associated with an investment in the Scholars Choice Education Savings Plan; principal loss is possible.

The Scholars Choice Education Savings Plan’s Investment Portfolios are subject to the risks of the underlying fund(s) in which they invest and other risks, as described in the Plan Description. To obtain a more complete description of the investment policies and risks of the underlying funds, please refer to the current prospectuses for the underlying funds.

The Target Allocation Portfolios are currently comprised of four Investment Portfolios. The Target Allocation Portfolios are designed for account owners who prefer a diversified Investment Portfolio with a fixed risk level rather than a risk level that changes as the Designated Beneficiary ages.

The Enrollment Year Investment Portfolios are intended for Account Owners who prefer an Investment Portfolio with a risk level that becomes increasingly conservative over time as the Designated Beneficiary approaches expected enrollment in an Eligible Educational Institution and/or expected year in which amounts will be withdrawn to pay for Qualified Higher Education Expenses. There are ten target Enrollment Year Investment Portfolios that invest in multiple underlying funds, each of which has a different investment strategy.

Before investing, carefully consider the investment objectives, risks, charges and expenses of the Scholars Choice Education Savings Plan, including whether the investor’s or designated beneficiary’s home state offers any state tax or other benefits that are only available for investment in such state’s qualified tuition program. For this and other information that should be read carefully, please read the Plan Description or request one at 888-5-SCHOLAR (888-572-4652).

Participation in the Scholars Choice Education Savings Plan does not guarantee that the account’s assets will be adequate to cover future tuition or other higher education expenses, or that a designated beneficiary will be admitted to or permitted to continue to attend an institution of higher education. Contributions to an Account and the investment earnings if any, are not guaranteed or insured.



You are about to access our website for visitors outside of the United States.

You are about to access our website for Nuveen Global Cities REIT

You are leaving the Nuveen website.

You are leaving the Nuveen website and going to the website of the MI 529 Advisor Plan, distributed by Nuveen Securities, LLC.

The Nuveen website for institutional investors is available for you.

You are about to access our website for visitors outside of the United States.

Contact us
Contact us
Back to Top