YOUR GUIDE TO SAVING FOR COLLEGE

Direct Portfolio College Savings Plan Enroll Now

Expense Ratio

0.0%

2.7%

Investors in Direct Portfolio 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
Conservative: Moderate Growth Portfolio (0-5) 0.36% 50% 8.68% 5.86% 7.09% 5.32%
Conservative: Conservative Growth Portfolio (6-10) 0.36% 26% 3.93% 4.13% 4.40% 4.60%
Conservative: Income Portfolio (11-15) 0.36% 0% -0.28% 1.52% 0.79% 2.83%
Conservative: Income Portfolio (16-18) 0.36% 0% -0.28% 1.52% 0.79% 2.83%
Conservative: Money Market Portfolio (19+) 0.36% 0% 0.35% 0.17% 0.10% 0.41%
Moderate: Growth Portfolio (0-5) 0.36% 76% 13.45% 7.39% 9.68% 5.78%
Moderate: Moderate Growth Portfolio (6-10) 0.36% 50% 8.68% 5.86% 7.09% 5.32%
Moderate: Conservative Growth Portfolio (11-15) 0.36% 26% 3.93% 4.13% 4.40% 4.60%
Moderate: Income Portfolio (16-18) 0.36% 0% -0.28% 1.52% 0.79% 2.83%
Moderate: Income Portfolio (19+) 0.36% 0% -0.28% 1.52% 0.79% 2.83%
Aggressive: Aggressive Growth Portfolio (0-5) 0.36% 100% 18.52% 8.86% 12.24% 5.89%
Aggressive: Growth Portfolio (6-10) 0.36% 76% 13.45% 7.39% 9.68% 5.78%
Aggressive: Moderate Growth Portfolio (11-15) 0.36% 50% 8.68% 5.86% 7.09% 5.32%
Aggressive: Conservative Growth Portfolio (16-18) 0.36% 26% 3.93% 4.13% 4.40% 4.60%
Aggressive: Income Portfolio (19+) 0.36% 0% -0.28% 1.52% 0.79% 2.83%

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Aggressive Growth Portfolio 0.36% 100% 18.52% 8.86% 12.24% 5.89%
Growth Portfolio 0.36% 76% 13.45% 7.39% 9.68% 5.78%
Moderate Growth Portfolio 0.36% 50% 8.68% 5.86% 7.09% 5.32%
Conservative Growth Portfolio 0.36% 26% 3.93% 4.13% 4.40% 4.60%
Income Portfolio 0.36% 0% -0.28% 1.52% 0.79% 2.83%

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Stock Index Portfolio 0.36% 100% 18.26% 10.34% 13.80% 7.24%
Bond Index Portfolio 0.36% 0% -0.44% 2.27% 1.62% 3.78%
Money Market Portfolio 0.36% 0% 0.35% 0.17% 0.10% 0.41%

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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