YOUR GUIDE TO SAVING FOR COLLEGE

Scholars Choice College Savings Program

Expense Ratio

0.0%

2.7%

Investors in Scholars Choice College Savings Program can select from the following investment options. Click on a portfolio name for more information.

Age Based

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Portfolio One: Age-Based 0-3 1.09% 80% 14.97% 7.07% 10.15% 5.04%
Portfolio Two: Age-Based 4-6 1.05% 70% 13.50% 6.64% 9.30% 5.15%
Portfolio Three: Age-Based 7-9 1.01% 60% 11.83% 6.20% 8.44% 5.30%
Portfolio Four: Age-Based 10-12 0.96% 50% 9.91% 5.45% 7.23% 4.89%
Portfolio Five: Age-Based 13-15 0.87% 40% 7.90% 4.35% 5.95% 4.42%
Portfolio Six: Age-Based 16-18 0.75% 20% 3.94% 2.58% 3.28% 3.08%
Portfolio Seven: Age-Based 19 and up 0.65% 0% 0.36% 0.48% 0.17% 0.58%

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
All Fixed Income 0.76% 0% 3.43% 3.74% 3.14% 5.34%
All Equity 1.15% 100% 18.01% 7.80% 11.74% 4.57%
Equity 80% 1.09% 80% 14.97% 7.07% 10.15% 5.04%
Balanced 50/50 0.96% 50% 9.91% 5.45% 7.23% 4.89%
Fixed Income 80% 0.76% 20% 3.94% 2.58% 3.28% 3.08%

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Cash Reserve 1.09% 0% 0.02% 0.01% 0.01% 0.34%
U.S. Aggressive Equity 1.07% 100% 10.88% 4.50% 13.25% N/A
U.S. Core Equity 0.93% 100% 15.82% 9.19% 12.03% N/A
U.S. Small Cap Equity 1.30% 100% 22.99% 9.38% 11.64% N/A
International Equity 1.63% 100% 18.43% 6.77% 7.02% N/A
Global Fixed Income 0.91% 0% 5.80% 2.59% 2.39% N/A

See detailed breakdown of sales charges and expenses by portfolio here.


Data as of 09/30/2017.

Disclaimer: The information contained herein: (1) is proprietary to Saving for College LLC and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Saving for College LLC nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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Visit the 529 Plan Resource Center on RJ Net to access your Savingforcollege.com portal.

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Visit the 529 Department page on BairdWeb to access your Savingforcollege.com portal.

 

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