YOUR GUIDE TO SAVING FOR COLLEGE

Path2College 529 Plan Enroll Now

Expense Ratio

0.0%

2.7%

Investors in Path2College 529 Plan 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
Managed Allocation Option: Age Band 18+ 0.20% 20% 4.42% 3.09% N/A N/A
Aggressive Managed Allocation Option: Age Band 18+ 0.22% 32% 6.08% 4.14% N/A N/A
Managed Allocation Option: Age Band 0-4 0.24% 75% 13.39% 7.42% N/A N/A
Managed Allocation Option: Age Band 11-12 0.26% 51% 8.75% 5.69% N/A N/A
Managed Allocation Option: Age Band 15 0.25% 34% 6.33% 4.59% N/A N/A
Managed Allocation Option: Age Band 5-8 0.25% 66% 11.49% 6.74% N/A N/A
Managed Allocation Option: Age Band 9-10 0.26% 55% 9.84% 6.11% N/A N/A
Managed Allocation Option: Age Band 13-14 0.26% 41% 7.18% 5.04% N/A N/A
Managed Allocation Option: Age Band 16 0.24% 30% 5.59% 4.18% N/A N/A
Managed Allocation Option: Age Band 17 0.22% 25% 4.84% 3.63% N/A N/A
Aggressive Managed Allocation Option: Age Band 0-4 0.22% 96% 16.66% 8.60% N/A N/A
Aggressive Managed Allocation Option: Age Band 11-12 0.25% 67% 11.68% 6.79% N/A N/A
Aggressive Managed Allocation Option: Age Band 13-14 0.26% 59% 10.69% 6.42% N/A N/A
Aggressive Managed Allocation Option: Age Band 5-8 0.23% 83% 14.43% 7.83% N/A N/A
Aggressive Managed Allocation Option: Age Band 9-10 0.24% 72% 12.85% 7.25% N/A N/A
Aggressive Managed Allocation Option: Age Band 15 0.25% 55% 9.62% 6.01% N/A N/A
Aggressive Managed Allocation Option: Age Band 16 0.24% 51% 8.84% 5.69% N/A N/A
Aggressive Managed Allocation Option: Age Band 17 0.23% 45% 8.15% 5.23% N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Balanced Fund Option 0.28% 51% 9.28% 5.86% 6.89% 5.15%
100% Fixed-Income Option 0.33% 0% 0.77% 2.56% 1.77% N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
100% Equity Option 0.19% 100% 18.54% 10.55% 13.99% 7.27%
Guaranteed Option 0.00% 0% 1.62% 1.42% 1.35% 2.08%
Money Market Option 0.28% 0% 0.39% 0.16% 0.10% N/A

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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