YOUR GUIDE TO SAVING FOR COLLEGE

SMART529 Select

Expense Ratio

0.0%

2.7%

Investors in SMART529 Select 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
SMART529 Select Age-Based Portfolio 0-3 0.72% 100% 19.12% 8.14% 11.93% 5.51%
SMART529 Select Age-Based Portfolio 4-6 0.71% 90% 17.08% 7.60% 10.97% 5.52%
SMART529 Select Age-Based Portfolio 7-9 0.70% 80% 15.08% 7.03% 9.99% 5.40%
SMART529 Select Age-Based Portfolio 10-12 0.69% 61% 11.13% 5.80% 7.94% 4.65%
SMART529 Select Age-Based Portfolio 13-15 0.67% 45% 8.35% 4.59% 6.02% 4.06%
SMART529 Select Age-Based Portfolio 16-18 0.66% 35% 6.67% 3.62% 4.56% 3.85%
SMART529 Select Age-Based Portfolio 19+ 0.64% 20% 3.98% 2.30% 2.53% 3.10%

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
SMART529 Select Aggressive Growth Portfolio 0.72% 100% 19.14% 8.13% 11.95% 5.50%
SMART529 Select Moderately Aggressive Portfolio 0.71% 90% 17.02% 7.61% 10.98% 5.56%
SMART529 Select Growth Portfolio 0.70% 80% 14.98% 7.07% 10.00% 5.43%
SMART529 Select Moderate Growth Portfolio 0.69% 61% 11.09% 5.82% 7.94% 4.63%
SMART529 Select Balanced Portfolio 0.67% 45% 8.32% 4.58% 6.00% 4.03%
SMART529 Select Moderately Conservative Portfolio 0.66% 35% 6.68% 3.61% 4.54% 3.82%
SMART529 Select Conservative Portfolio 0.64% 20% 4.05% 2.34% 2.56% 3.10%
SMART529 Select All Equity Portfolio 0.72% 80% 19.16% 8.14% 11.80% 5.38%
SMART529 Select Fixed Income Portfolio 0.64% 0% -0.43% 2.04% 1.88% 2.53%

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
SMART529 Select 1-Year Fixed Portfolio 0.59% 0% 0.42% 0.20% 0.07% 0.77%

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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