NextGen to terminate AIM Portfolios, make other changes
The NextGen College Investing Plan - Client Select Series will terminate all AIM Portfolios on August 1, 2005 and move the assets to other NextGen Portfolios with either Franklin Templeton, MFS, or OppenheimerFunds investments.
Other changes will take place between July 1, 2005 and August 1, 2005:
-- Changes in the exchange procedure for all Age-Based Portfolios
-- Changes in the Franklin Templeton and OppenheimerFunds underlying funds and target asset allocations
-- The MLIM Global Allocation Portfolio, the OppenheimerFunds Age-Based Portfolios, and the OppenheimerFunds Main Street Small Cap Portfolio become available as investment options
-- The MLIM Mid Cap Value Opportunities Portfolio closes and assets move to MLIM Value Opportunities Portfolio
Return to 529 News centerOther changes will take place between July 1, 2005 and August 1, 2005:
-- Changes in the exchange procedure for all Age-Based Portfolios
-- Changes in the Franklin Templeton and OppenheimerFunds underlying funds and target asset allocations
-- The MLIM Global Allocation Portfolio, the OppenheimerFunds Age-Based Portfolios, and the OppenheimerFunds Main Street Small Cap Portfolio become available as investment options
-- The MLIM Mid Cap Value Opportunities Portfolio closes and assets move to MLIM Value Opportunities Portfolio