YOUR GUIDE TO SAVING FOR COLLEGE

Hawaii's College Savings Program Enroll Now

Expense Ratio

0.0%

2.7%

Investors in Hawaii's 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
5 or younger 0.75% 75% 13.06% 7.36% 9.65% N/A
6 through 10 0.75% 50% 8.31% 5.66% 6.89% N/A
11 through 15 0.75% 25% 3.57% 3.80% 4.07% N/A
16 or older 0.75% 0% -0.79% 1.13% 0.37% N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Vanguard Growth Portfolio 0.75% 75% 13.06% 7.36% 9.65% N/A
Vanguard Moderate Growth Portfolio 0.75% 50% 8.31% 5.66% 6.89% N/A
Vanguard Conservative Growth Portfolio 0.75% 25% 3.57% 3.80% 4.07% N/A
Vanguard Income Portfolio 0.75% 0% -0.79% 1.13% 0.37% N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Vanguard Total Stock Market Index Portfolio 0.75% 100% 17.86% 9.89% 13.38% N/A
Vanguard Money Market Portfolio 0.75% 0% 0.10% 0.03% 0.02% 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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