YOUR GUIDE TO SAVING FOR COLLEGE

Schwab 529 College Savings Plan

Expense Ratio

0.0%

2.7%

Investors in Schwab 529 College Savings 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
Moderately Conservative: Age 0-4 (40% Equity) 0.77% 40% N/A N/A N/A N/A
Moderately Conservative: Age 11-13 (30% Equity) 0.71% 30% N/A N/A N/A N/A
Moderately Conservative: Age 14-15 (20% Equity) 0.64% 20% N/A N/A N/A N/A
Moderately Conservative: Age 16-17 (10% Equity) 0.57% 10% N/A N/A N/A N/A
Moderately Conservative: Age 18-19 (Short-Term) 0.49% 0% 0.36% 0.92% 0.57% 1.96%
Moderately Conservative: Age 20+ (Short-Term) 0.49% 0% 0.36% 0.92% 0.57% 1.96%
Moderate: Age 0-4 (60% Equity) 0.87% 60% N/A N/A N/A N/A
Moderate: Age 5-7 (60% Equity) 0.87% 60% N/A N/A N/A N/A
Moderate: Age 8-10 (50% Equity) 0.82% 50% N/A N/A N/A N/A
Moderate: Age 11-13 (40% Equity) 0.77% 40% N/A N/A N/A N/A
Moderate: Age 14-15 (30% Equity) 0.71% 30% N/A N/A N/A N/A
Moderate: Age 16-17 (20% Equity) 0.64% 20% N/A N/A N/A N/A
Moderate: Age 18-19 (10% Equity) 0.57% 10% N/A N/A N/A N/A
Moderate: Age 20+ (Short-Term) 0.49% 0% 0.36% 0.92% 0.57% 1.96%
Moderately Aggressive: Age 0-4 (80% Equity) 0.95% 80% N/A N/A N/A N/A
Moderately Aggressive: Age 5-7 (70% Equity) 0.91% 70% N/A N/A N/A N/A
Moderately Aggressive: Age 8-10 (60% Equity) 0.87% 60% N/A N/A N/A N/A
Moderately Aggressive: Age 11-13 (50% Equity) 0.82% 50% N/A N/A N/A N/A
Moderately Aggressive: Age 14-15 (40% Equity) 0.77% 40% N/A N/A N/A N/A
Moderately Aggressive: Age 16-17 (30% Equity) 0.71% 30% N/A N/A N/A N/A
Moderately Aggressive: Age 18-19 (20% Equity) 0.64% 20% N/A N/A N/A N/A
Moderately Aggressive: Age 20+ (10% Equity) 0.57% 10% N/A N/A N/A N/A
Aggressive: Age 0-4 (95% Equity) 1.01% 95% N/A N/A N/A N/A
Aggressive: Age 5-7 (80% Equity) 0.95% 80% N/A N/A N/A N/A
Aggressive: Age 8-10 (70% Equity) 0.91% 70% N/A N/A N/A N/A
Aggressive: Age 11-13 (60% Equity) 0.91% 60% N/A N/A N/A N/A
Aggressive: Age 14-15 (50% Equity) 0.82% 50% N/A N/A N/A N/A
Aggressive: Age 16-17 (40% Equity) 0.77% 40% N/A N/A N/A N/A
Aggressive: Age 18-19 (30% Equity) 0.71% 30% N/A N/A N/A N/A
Aggressive: Age 20+ (20% Equity) 0.64% 20% N/A N/A N/A N/A
Moderately Conservative (Index): Age 0-4 (40% Equity) 0.50% 40% N/A N/A N/A N/A
Moderately Conservative (Index): Age 11-13 (30% Equity) 0.50% 30% N/A N/A N/A N/A
Moderately Conservative (Index): Age 14-15 (20% Equity) 0.50% 20% N/A N/A N/A N/A
Moderately Conservative (Index): Age 16-17 (10% Equity) 0.30% 10% N/A N/A N/A N/A
Moderately Conservative (Index): Age 18-19 (Short-Term) 0.30% 0% 0.36% 0.92% 0.57% 1.96%
Moderately Conservative (Index): Age 20+ (Short-Term) 0.30% 0% 0.36% 0.92% 0.57% 1.96%
Moderate (Index): Age 0-4 (60% Equity) 0.30% 60% N/A N/A N/A N/A
Moderate (Index): Age 5-7 (60% Equity) 0.50% 60% N/A N/A N/A N/A
Moderate (Index): Age 8-10 (50% Equity) 0.30% 50% N/A N/A N/A N/A
Moderate (Index): Age 11-13 (40% Equity) 0.30% 40% N/A N/A N/A N/A
Moderate (Index): Age 14-15 (30% Equity) 0.30% 30% N/A N/A N/A N/A
Moderate (Index): Age 16-17 (20% Equity) 0.30% 20% N/A N/A N/A N/A
Moderate (Index): Age 18-19 (10% Equity) 0.30% 10% N/A N/A N/A N/A
Moderate (Index): Age 20+ (Short-Term) 0.30% 0% 0.10% 0.98% N/A N/A
Moderately Aggressive (Index): Age 0-4 (80% Equity) 0.30% 80% N/A N/A N/A N/A
Moderately Aggressive (Index): Age 5-7 (70% Equity) 0.30% 70% N/A N/A N/A N/A
Moderately Aggressive (Index): Age 8-10 (60% Equity) 0.30% 60% N/A N/A N/A N/A
Moderately Aggressive (Index): Age 11-13 (50% Equity) 0.30% 50% N/A N/A N/A N/A
Moderately Aggressive (Index): Age 14-15 (40% Equity) 0.30% 40% N/A N/A N/A N/A
Moderately Aggressive (Index): Age 16-17 (30% Equity) 0.30% 30% N/A N/A N/A N/A
Moderately Aggressive (Index): Age 18-19 (20% Equity) 0.30% 20% N/A N/A N/A N/A
Moderately Aggressive (Index): Age 20+ (10% Equity) 0.30% 10% N/A N/A N/A N/A
Aggressive (Index): Age 0-4 (95% Equity) 0.30% 95% N/A N/A N/A N/A
Aggressive (Index): Age 5-7 (80% Equity) 0.30% 80% N/A N/A N/A N/A
Aggressive (Index): Age 8-10 (70% Equity) 0.30% 70% N/A N/A N/A N/A
Aggressive (Index): Age 11-13 (60% Equity) 0.30% 60% N/A N/A N/A N/A
Aggressive (Index): Age 14-15 (50% Equity) 0.30% 50% N/A N/A N/A N/A
Aggressive (Index): Age 16-17 (40% Equity) 0.30% 40% N/A N/A N/A N/A
Aggressive (Index): Age 18-19 (30% Equity) 0.30% 30% N/A N/A N/A N/A
Aggressive (Index): Age 20+ (20% Equity) 0.30% 20% N/A N/A N/A N/A
Moderately Conservative: Age 5-7 (40% Equity) 0.00% 40% N/A N/A N/A N/A
Moderately Conservative: Age 8-10 (40% Equity) 0.00% 40% N/A N/A N/A N/A
Moderately Conservative (Index): Age 5-7 (40% Equity) 0.00% 40% N/A N/A N/A N/A
Moderately Conservative (Index): Age 8-10 (40% Equity) 0.00% 40% N/A N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Aggressive Portfolio 1.01% 95% 17.64% 8.11% 10.93% 5.40%
Moderately Aggressive Portfolio 0.95% 80% 14.74% 7.23% 9.49% 5.51%
Moderate Portfolio 0.87% 61% 11.15% 5.93% 7.48% 5.29%
Moderately Conservative Portfolio 0.77% 40% 7.35% 4.52% 5.31% 4.94%
Conservative Portfolio 0.64% 20% 3.79% 2.80% 3.00% 3.79%
Short-Term Portfolio 0.49% 0% 0.36% 0.92% 0.57% 1.96%
Aggressive Index Portfolio 0.30% 95% 18.10% 8.87% N/A N/A
Moderately Aggressive Index Portfolio 0.30% 80% 14.94% 7.93% N/A N/A
Moderate Index Portfolio 0.30% 61% 11.04% 6.53% N/A N/A
Moderately Conservative Index Portfolio 0.30% 40% 7.04% 4.97% N/A N/A
Conservative Index Portfolio 0.30% 20% 3.39% 3.05% N/A N/A
Short-Term (Index) 0.30% 0% 0.10% 0.98% N/A N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Money Market Portfolio 0.40% 0% 0.32% 0.16% 0.10% 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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