YOUR GUIDE TO SAVING FOR COLLEGE

Franklin Templeton 529 College Savings Plan

Expense Ratio

0.0%

2.7%

Investors in Franklin Templeton 529 College Savings Plan can select from the following investment options. Click on a portfolio name for more information.

Age Based


Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Franklin Founding Funds 529 Portfolio 1.20% 80% 14.22% 4.61% 8.65% 3.90%
Franklin Corefolio 529 Portfolio 1.25% 100% 17.40% 7.56% 11.48% 5.31%
Franklin Growth Allocation 529 Portfolio 1.29% 100% 16.89% 7.52% 11.34% 5.10%
Franklin Growth & Income Allocation 529 Portfolio 1.16% 51% 9.84% 4.06% 6.17% 4.37%
Franklin Income Allocation 529 Portfolio 1.02% 0% 3.01% 0.69% 0.94% 2.83%

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Templeton Growth 529 Portfolio 1.32% 100% 19.37% 4.09% 9.35% 2.40%
Franklin Growth 529 Portfolio 1.11% 100% 20.84% 11.71% 14.42% 7.86%
Franklin Small-Mid Cap Growth 529 Portfolio 1.20% 100% 13.06% 7.20% 11.79% 5.91%
Franklin Mutual Shares 529 Portfolio 1.30% 100% 11.88% 5.85% 10.07% 4.25%
S&P 500 Index 529 Portfolio 0.54% 100% 17.92% 10.12% 13.49% 6.64%
Franklin Income 529 Portfolio 0.97% 40% 11.57% 3.78% 6.46% 4.76%
Franklin Mutual Global Discovery 529 Portfolio 1.49% 100% 14.95% N/A N/A N/A
Templeton Global Bond 529 Portfolio 1.15% 0% 12.62% N/A N/A N/A
Franklin U.S. Government Money 529 Portfolio 0.19% 0% N/A 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.

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Ameriprise Financial instructions

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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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