YOUR GUIDE TO SAVING FOR COLLEGE

Idaho College Savings Program (IDeal) Enroll Now

Expense Ratio

0.0%

2.7%

Investors in Idaho College Savings Program (IDeal) 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: Aggressive Growth Portfolio (0-4) 0.50% 100% 18.52% 8.50% 11.53% N/A
Aggressive: Moderately Aggressive Growth Portfolio (5-6) 0.50% 87.5% 15.90% N/A N/A N/A
Aggressive: Growth Portfolio (7-9) 0.50% 75% 13.37% 7.06% 9.02% N/A
Aggressive: Blended Growth Portfolio (10-11) 0.50% 62.5% 10.89% N/A N/A N/A
Aggressive: Moderate Growth Portfolio (12-14) 0.50% 50% 8.47% 5.52% 6.53% N/A
Aggressive: Moderately Conservative Growth Portfolio (15-16) 0.50% 37.5% 6.05% N/A N/A N/A
Aggressive: Conservative Growth Portfolio (17-18) 0.50% 25% 3.77% 3.88% 4.00% N/A
Aggressive: Blended Income Portfolio (19 or Older) 0.50% 12.5% 1.46% N/A N/A N/A
Moderate: Moderately Aggressive Growth Portfolio (0-4) 0.50% 87.5% 15.90% N/A N/A N/A
Moderate: Growth Portfolio (5-6) 0.50% 75% 13.37% 7.06% 9.02% N/A
Moderate: Blended Growth Portfolio (7-9) 0.50% 62.5% 10.89% N/A N/A N/A
Moderate: Moderate Growth Portfolio (10-11) 0.50% 50% 8.47% 5.52% 6.53% N/A
Moderate: Moderately Conservative Growth Portfolio (12-14) 0.50% 37.5% 6.05% N/A N/A N/A
Moderate: Conservative Growth Portfolio (15-16) 0.50% 25% 3.77% 3.88% 4.00% N/A
Moderate: Blended Income Portfolio (17-18) 0.50% 12.5% 1.46% N/A N/A N/A
Moderate: Income Portfolio (19 or Older) 0.50% 0% -0.39% 1.27% 0.45% N/A
Conservative: Blended Growth Portfolio (0-4) 0.50% 62.5% 10.89% N/A N/A N/A
Conservative: Moderate Growth Portfolio (5-6) 0.50% 50% 8.47% 5.52% 6.53% N/A
Conservative: Moderately Conservative Growth Portfolio (7-9) 0.50% 37.5% 6.05% N/A N/A N/A
Conservative: Conservative Growth Portfolio (10-11) 0.50% 25% 3.77% 3.88% 4.00% N/A
Conservative: Blended Income Portfolio (12-14) 0.50% 12.5% 1.46% N/A N/A N/A
Conservative: Income Portfolio (15-16) 0.50% 0% -0.39% 1.27% 0.45% N/A
Conservative: Income Portfolio (17-18) 0.50% 0% -0.39% 1.27% 0.45% N/A
Conservative: Interest Accumulation Portfolio (19 or Older) 0.50% 0% 0.50% N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Aggressive Growth Portfolio 0.50% 100% 18.52% 8.50% 11.53% N/A
Growth Portfolio 0.50% 75% 13.37% 7.06% 9.02% N/A
Moderate Growth Portfolio 0.50% 50% 8.47% 5.52% 6.53% N/A
Conservative Growth Portfolio 0.50% 25% 3.77% 3.88% 4.00% N/A
Income Portfolio 0.50% 0% -0.39% 1.27% 0.45% N/A
Moderately Aggressive Growth Portfolio 0.50% 87.5% 15.90% N/A N/A N/A
Blended Growth Portfolio 0.50% 62.5% 10.89% N/A N/A N/A
Moderately Conservative Growth Portfolio 0.50% 37.5% 6.05% N/A N/A N/A
Blended Income Portfolio 0.50% 12.5% 1.46% N/A N/A N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Savings Portfolio 0.34% 0% 0.68% 0.59% 0.59% N/A
Interest Accumulation Portfolio 0.50% 0% 0.50% N/A N/A 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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