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U.S. 529 Fund Name Changes

Effective July 1, 2014, some of our U.S. 529 funds were renamed. This is purely a name change, investment philosophies and management strategies have not changed in any way. Below is a comprehensive list of U.S. 529 fund name changes for your reference. 

 

Previous Name

New Name

Age-Based Conservative Asset Allocation Age 13 - 16 Years 529 Portfolio Franklin Conservative Allocation Age 13 - 16 Years 529 Portfolio
Age-Based Conservative Asset Allocation Age 17+ Years 529 Portfolio Franklin Conservative Allocation Age 17+ Years 529 Portfolio
Age-Based Conservative Asset Allocation Age 9 - 12 Years 529 Portfolio Franklin Conservative Allocation Age 9 - 12 Years 529 Portfolio
Age-Based Conservative Asset Allocation Age Newborn - 8 Years 529 Portfolio Franklin Conservative Allocation Newborn - 8 Years 529 Portfolio
Age-Based Growth Asset Allocation Age 13 - 16 Years 529 Portfolio Franklin Growth Allocation Age 13 - 16 Years 529 Portfolio
Age-Based Growth Asset Allocation Age 17 + Years 529 Portfolio Franklin Growth Allocation Age 17+ Years 529 Portfolio
Age-Based Growth Asset Allocation Age 9 - 12 Years 529 Portfolio Franklin Growth Allocation Age 9 - 12 Years 529 Portfolio
Age-Based Growth Asset Allocation Age Newborn - 8 Years 529 Portfolio Franklin Growth Allocation Newborn - 8 Years 529 Portfolio
Age-Based Moderate Asset Allocation Age 13 - 16 Years 529 Portfolio Franklin Moderate Allocation Age 13 - 16 Years 529 Portfolio
Age-Based Moderate Asset Allocation Age 17+ Years 529 Portfolio Franklin Moderate Allocation Age 17+ Years 529 Portfolio
Age-Based Moderate Asset Allocation Age 9 - 12 Years 529 Portfolio Franklin Moderate Allocation Age 9 - 12 Years 529 Portfolio
Age-Based Moderate Asset Allocation Age Newborn - 8 Years 529 Portfolio Franklin Moderate Allocation Newborn - 8 Years 529 Portfolio
Corefolio® 529 Portfolio Franklin Corefolio® 529 Portfolio
Founding Funds 529 Portfolio Franklin Founding Funds 529 Portfolio
Growth & Income 529 Portfolio Franklin Growth & Income Allocation 529 Portfolio
Growth 529 Portfolio Franklin Growth Allocation 529 Portfolio
Income 529 Portfolio Franklin Income Allocation 529 Portfolio
Mutual Shares 529 Portfolio Franklin Mutual Shares 529 Portfolio

 

 

 

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    For US residents only.