YOUR GUIDE TO SAVING FOR COLLEGE

Lonestar 529 Plan

Expense Ratio

0.0%

2.7%

Investors in Lonestar 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
Age Based 0-6 Years Portfolio 1.43% 90% 19.25% 7.53% 9.56% N/A
Age Based 7-9 Years Portfolio 1.36% 70% 14.67% 6.23% 7.41% N/A
Age Based 10-11 Years Portfolio 1.31% 60% 12.37% 5.62% 6.40% N/A
Age Based 12-14 Years Portfolio 1.27% 50% 9.82% 4.82% 5.24% N/A
Age Based 15-17 Years Portfolio 1.15% 30% 5.32% 3.19% 3.09% N/A
Age Based 18 Years and Over Portfolio 1.02% 10% 1.03% 1.36% 0.90% N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
100% Equity Portfolio 1.46% 100% 21.64% 8.18% 10.61% N/A
Balanced Portfolio 1.31% 60% 12.40% 5.53% 6.36% N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Large Cap Growth Portfolio 1.43% 100% 29.60% 14.04% 15.53% N/A
Large Cap Value Portfolio 1.62% 100% 16.45% 8.06% 11.64% N/A
Small Cap Portfolio 1.24% 100% 18.50% 10.77% 14.25% N/A
Socially Responsible Portfolio 1.05% 100% 17.49% 8.57% 12.96% N/A
Large Cap Passive Portfolio 0.93% 100% 17.53% 9.80% 13.14% N/A
All Cap Active Portfolio 1.73% 100% 14.25% 7.89% 10.82% N/A
Fixed Income Portfolio 1.02% 0% -1.12% 1.60% 0.93% N/A
Non-U.S. Equity Portfolio 1.65% 100% 18.68% 2.88% 6.66% N/A
Inflation Protected Bond Portfolio 0.99% 0% -2.12% 0.79% -1.08% N/A
U.S. Government Money Market Portfolio 0.66% 0% 0.50% 0.20% 0.12% 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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