YOUR GUIDE TO SAVING FOR COLLEGE

iShares 529 Plan

Expense Ratio

0.0%

2.7%

Investors in iShares 529 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
iShares College Portfolio (ETF) 0.80% 0% -3.39% N/A N/A N/A
iShares 2027 College Portfolio (ETF) 0.87% 74% 7.59% N/A N/A N/A
iShares 2018 College Portfolio (ETF) 0.81% 37% 1.41% N/A N/A N/A
iShares 2021 College Portfolio (ETF) 0.82% 52% 4.35% N/A N/A N/A
iShares 2024 College Portfolio (ETF) 0.85% 64% 6.06% N/A N/A N/A
iShares 2030 College Portfolio (ETF) 0.90% 84% 8.93% N/A N/A N/A
iShares 2033 College Portfolio (ETF) 0.91% 92% 10.17% N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
iShares Aggressive Portfolio (ETF) 0.90% 91% 10.82% N/A N/A N/A
iShares Moderate Portfolio (ETF) 0.83% 58% 5.72% N/A N/A N/A
iShares Conservative Portfolio (ETF) 0.76% 15% -0.85% N/A N/A N/A
iShares Fixed Income Portfolio (ETF) 0.68% 0% -3.63% N/A N/A N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
iShares Russell 1000 Portfolio (ETF) 0.75% 100% 14.21% N/A N/A N/A
iShares Russell 2000 Portfolio (ETF) 0.80% 100% 16.67% N/A N/A N/A
iShares MSCI EAFE Portfolio (ETF) 0.93% 100% 14.54% N/A N/A N/A
iShares MSCI Emerging Markets Portfolio (ETF) 1.29% 100% 17.22% N/A N/A N/A
iShares Cohen & Steers REIT Portfolio (ETF) 0.95% 100% -3.85% N/A N/A N/A
iShares Core U.S. Aggregate Bond Portfolio (ETF) 0.68% 0% -3.70% N/A N/A N/A
iShares TIPS Bond Portfolio (ETF) 0.80% 0% -4.61% N/A N/A N/A
iShares 20+ Year Treasury Bond Portfolio (ETF) 0.75% 0% -10.35% N/A N/A N/A
iShares Short Treasury Bond Portfolio (ETF) 0.75% 0% -3.01% N/A N/A N/A
Savings Portfolio 0.35% 0% 0.80% N/A N/A N/A
iShares Core High Dividend Portfolio (ETF) 0.72% 100% 5.45% N/A N/A N/A
iShares Edge MSCI Min Vol EAFE Portfolio (ETF) 0.80% 100% 5.63% N/A N/A N/A
iShares Edge MSCI Min Vol Emerging Markets Portfolio (ETF) 0.85% 100% 5.94% N/A N/A N/A
iShares MSCI ACWI ex U.S. Portfolio (ETF) 0.93% 100% 15.25% N/A N/A N/A
iShares 1-3 Year Credit Bond (ETF) 0.80% 0% -2.41% N/A N/A N/A
iShares iBoxx $ Investment Grade Corporate Bond Portfolio (ETF) 0.75% 0% -1.95% N/A N/A N/A
iShares iBoxx $ High Yield Corporate Bond Portfolio (ETF) 1.10% 0% 3.09% 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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Ameriprise Financial instructions

Consult with your office/branch manager for instructions.

Commonwealth Financial instructions

Commonwealth Financial Advisors, you will find your Savingsforcollege.com portal on CommunityLink in the Financial Planning Playbook under Education Planning Tools.

LPL Financial instructions

Visit the Education Planning page in the LPL BranchNet Resource Center to access your Savingforcollege.com portal.

Morgan Stanley instructions

Visit Tools and Forms in the Education Savings Products page in 3DResources to access your Savingforcollege.com portal.

Raymond James instructions

Visit the 529 Plan Resource Center on RJ Net to access your Savingforcollege.com portal.

RW Baird instructions

Visit the 529 Department page on BairdWeb to access your Savingforcollege.com portal.

 

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