A 529 plan in a Northern State has added a large-cap core equity strategy and an emerging markets equity strategy to its lineup of underlying fund options.
Nonprofit investors are expecting positive but muted returns from the equity and bond markets in 2021 after their portfolios generated solid performance in a year that upended global financial markets and saw unprecedented volatility.
A foundation-based on the West Coast approved a new target asset allocation increasing its targets to real estate, domestic large-cap equity and international equity in December.