UTAOX

About UTAOX

The UT my529 Target Enrollment 2042/2043 Investment Option is a college savings portfolio designed for individuals planning for educational expenses anticipated to begin in the academic years 2042 or 2043. Structured as part of Utah’s my529 plan, this investment option follows a target enrollment date strategy, initially emphasizing growth by allocating assets primarily to equities and gradually shifting to more conservative investments as the enrollment date approaches. As of 2025, its allocation consists of approximately 65% U.S. stocks and 35% international stocks, with no exposure to bonds, cash, or real estate, positioning it for long-term growth in the early stages. Underlying this portfolio are institutional-class funds from providers such as Vanguard and Dimensional, offering broad market exposure and diversification. The investment mix is automatically adjusted over time, gradually reducing equity exposure and increasing fixed income as the beneficiary nears their expected college enrollment, managing risk in line with the investment horizon. The UT my529 Target Enrollment 2042/2043 Investment Option supports families nationwide in tax-advantaged education savings, and plays a vital role in helping plan for future qualified higher education expenses.