YOUR GUIDE TO SAVING FOR COLLEGE

Future Scholar 529 College Savings Plan (Advisor-sold)

Expense Ratio

0.0%

2.7%

Investors in Future Scholar 529 College Savings Plan (Advisor-sold) 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
Aggressive 16-17 Years (Moderately Conservative) 0.85% 32% 5.67% 4.04% 4.63% 3.47%
Moderate 16-17 Years (Conservative) 0.70% 15% 3.05% 2.54% 2.73% 2.54%
Aggressive 18+ Years (Conservative) 0.70% 15% 3.05% 2.54% 2.73% 2.54%
Moderate 18+ Years (College) 0.66% 0% 0.39% 1.02% 0.71% N/A
Conservative 0-5 Years (Moderate Growth) 0.93% 62% 11.55% 6.91% 8.68% 4.69%
Conservative 16+ Years (College) 0.66% 0% 0.39% 1.02% 0.71% N/A
Conservative 12-15 Years (Conservative) 0.70% 16% 3.05% 2.54% 2.73% 2.54%
Moderate 12-15 Years (Moderately Conservative) 0.85% 32% 5.67% 4.04% 4.63% 3.47%
Moderate 9-11 Years (Moderate) 0.90% 51% 9.26% 5.91% 7.13% 4.53%
Aggressive 0-5 Years (Aggressive Growth) 0.95% 92% 16.82% 8.81% 11.53% 5.15%
Aggressive 9-11 Years (Moderate Growth) 0.93% 62% 11.55% 6.91% 8.68% 4.69%
Aggressive 6-8 Years (Growth) 0.95% 82% 15.18% 8.16% 10.60% 4.95%
Aggressive 12-15 Years (Moderate) 0.90% 51% 9.26% 5.91% 7.13% 4.53%
Moderate 6-8 Years (Moderate Growth) 0.93% 62% 11.55% 6.91% 8.68% 4.69%
Conservative 9-11 Years (Moderately Conservative) 0.85% 32% 5.67% 4.04% 4.63% 3.47%
Conservative 6-8 Years (Moderate) 0.90% 51% 9.26% 5.91% 7.13% 4.53%
Moderate 0-5 Years (Growth) 0.95% 82% 15.18% 8.16% 10.60% 4.95%

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Columbia Aggressive Growth 529 Portfolio 0.95% 92% 16.82% 8.81% 11.53% 5.15%
Columbia College 529 Portfolio 0.67% 0% 0.39% 1.02% 0.71% N/A
Columbia Conservative 529 Portfolio 0.70% 15% 3.05% 2.54% 2.73% 2.54%
Columbia Growth 529 Portfolio 0.95% 82% 15.18% 8.16% 10.60% 4.95%
Columbia Moderate Growth 529 Portfolio 0.93% 62% 11.55% 6.91% 8.68% 4.69%
Columbia Moderate 529 Portfolio 0.90% 51% 9.26% 5.91% 7.13% 4.53%
Columbia Moderately Conservative 529 Portfolio 0.85% 32% 5.67% 4.04% 4.63% 3.47%

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Columbia Dividend Income 529 Portfolio 1.18% 100% 17.81% 10.02% 12.46% N/A
iShares Russell 1000 ETF 529 Portfolio 0.56% 100% 17.80% 10.00% 13.29% N/A
Columbia Contrarian Core 529 Portfolio 1.23% 100% 17.17% 10.18% 14.23% N/A
MFS Value 529 Portfolio 1.01% 100% 16.69% 9.97% 13.38% N/A
Columbia Select Large Cap Growth 529 Portfolio 1.24% 100% 17.22% 9.36% 13.94% N/A
Columbia Large Cap Growth 529 Portfolio 1.36% 100% 20.74% 8.29% 12.56% 5.90%
Nuveen Winslow Large Cap Growth 529 Portfolio 1.14% 100% 20.65% 10.92% 13.61% N/A
American Century Mid Cap Value 529 Portfolio 1.19% 100% 14.20% 10.92% 14.80% N/A
iShares Russell 2000 ETF 529 Portfolio 0.61% 100% 20.35% 11.78% 13.03% N/A
iShares Russell 3000 ETF 529 Portfolio 0.61% 100% 18.01% 10.14% 13.07% N/A
FA Small Cap 529 Portfolio 1.54% 100% 16.05% 7.80% 12.21% N/A
DFA International Core Equity 529 Portfolio 0.79% 100% 21.45% 6.69% 9.34% N/A
FA Strategic Income 529 Portfolio 1.08% 0% 5.28% 4.14% 3.64% N/A
Templeton Global Bond 529 Portfolio 0.96% 0% 12.77% 1.38% 2.64% N/A
Columbia Income Opportunities 529 Portfolio 1.13% 0% 6.59% 5.15% 5.23% 5.84%
Columbia Total Return Bond 529 Portfolio 0.92% 0% 1.02% 2.92% 2.26% 4.15%
JP Morgan Core Bond 529 Portfolio 0.81% 0% -0.18% 2.32% 1.64% N/A
Columbia US Government Mortgage 529 Portfolio 0.96% 0% 1.23% 2.62% 1.99% 3.81%
iShares TIPS Bond ETF 529 Portfolio 0.51% 0% -1.41% 1.12% -0.44% N/A
Columbia Legacy Capital Preservation 529 Portfolio 0.41% 0% 0.36% 0.39% 0.60% 1.56%
Columbia Bank Deposit 529 Portfolio 0.00% 0% 0.81% 0.42% 0.29% N/A
Columbia Short Term Bond 529 Portfolio 0.86% 0% 0.68% 0.82% 0.65% N/A
Janus Henderson Enterprise 529 Portfolio 1.15% 100% 19.89% N/A N/A 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.

Access exclusive tools and resources for professionals only

Access our exclusive content, reports, calculators and sales leads with a Premium Subscription.

Free for Ameriprise Financial, Commonwealth Financial, Morgan Stanley, Raymond James and RW Baird.

Ameriprise Financial instructions

Consult with your office/branch manager for instructions.

Commonwealth Financial instructions

Commonwealth Financial Advisors, you will find your Savingsforcollege.com portal on CommunityLink in the Financial Planning Playbook under Education Planning Tools.

LPL Financial instructions

Visit the Education Planning page in the LPL BranchNet Resource Center to access your Savingforcollege.com portal.

Morgan Stanley instructions

Visit Tools and Forms in the Education Savings Products page in 3DResources to access your Savingforcollege.com portal.

Raymond James instructions

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

RW Baird instructions

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

 

Reset email successfully sent.
Please check your inbox.

Close
page loadtime mark

Advertisement


close