YOUR GUIDE TO SAVING FOR COLLEGE

Bright Start Advisor-Sold College Savings Program

Expense Ratio

0.0%

2.7%

Investors in Bright Start Advisor-Sold College Savings Program 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
Advisor Age Based 18+ Years Portfolio 0.76% 10% 2.41% 1.69% 1.62% 0.53%
Advisor Age Based 15-17 Years Portfolio 0.81% 30% 6.06% 3.40% 3.96% 1.48%
Advisor Age Based 12-14 Years Portfolio 0.82% 50% 9.53% 4.69% 6.03% 2.52%
Advisor Age Based 10-11 Years Portfolio 0.83% 60% 11.16% 5.24% 7.02% 2.77%
Advisor Age Based 7-9 Years Portfolio 0.84% 70% 12.92% 5.87% 8.04% 3.49%
Advisor Age Based 0-6 Years Portfolio 0.84% 90% 16.54% 7.11% 10.14% 4.40%

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Advisor Equity Portfolio 0.85% 100% 18.46% 7.60% 11.13% 5.04%
Advisor Balanced Portfolio 0.81% 50% 9.58% 4.62% 5.99% 1.01%
Advisor Fixed Income Portfolio 0.79% 0% 0.86% 1.37% 0.82% -3.70%
Advisor Conservative Fixed Income Portfolio 0.73% 0% 0.40% 0.43% N/A N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Advisor Money Market Portfolio 0.31% 0% 0.40% 0.20% 0.12% N/A
Invesco Government & Agency 529 Portfolio 0.31% N/A 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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Visit the 529 Department page on BairdWeb to access your Savingforcollege.com portal.

 

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