YOUR GUIDE TO SAVING FOR COLLEGE

Bright Start Direct-Sold College Savings Program Enroll Now

Expense Ratio

0.0%

2.7%

Investors in Bright Start Direct-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
Multi-Firm Aggressive Age Based 0-2 Years Portfolio 0.00% 100% N/A N/A N/A N/A
Multi-Firm Aggressive Age Based 3-5 Years Portfolio 0.00% 90% N/A N/A N/A N/A
Multi-Firm Aggressive Age Based 6-8 Years Portfolio 0.00% 80% N/A N/A N/A N/A
Multi-Firm Aggressive Age Based 9-10 Years Portfolio 0.00% 70% N/A N/A N/A N/A
Multi-Firm Aggressive Age Based 11-12 Years Portfolio 0.00% 60% N/A N/A N/A N/A
Multi-Firm Aggressive Age Based 13-14 Years Portfolio 0.00% 50% N/A N/A N/A N/A
Multi-Firm Aggressive Age Based 15-16 Years Portfolio 0.00% 40% N/A N/A N/A N/A
Multi-Firm Aggressive Age Based 17-18 Years Portfolio 0.00% 30% N/A N/A N/A N/A
Multi-Firm Aggressive Age Based 19 and over Years Portfolio 0.00% 20% N/A N/A N/A N/A
Index Aggressive Age Based 0-2 Years Portfolio 0.00% 100% N/A N/A N/A N/A
Index Aggressive Age Based 3-5 Years Portfolio 0.00% 90% N/A N/A N/A N/A
Index Aggressive Age Based 6-8 Years Portfolio 0.00% 80% N/A N/A N/A N/A
Index Aggressive Age Based 9-10 Years Portfolio 0.00% 70% N/A N/A N/A N/A
Index Aggressive Age Based 11-12 Years Portfolio 0.00% 60% N/A N/A N/A N/A
Index Aggressive Age Based 13-14 Years Portfolio 0.00% 50% N/A N/A N/A N/A
Index Aggressive Age Based 15-16 Years Portfolio 0.00% 40% N/A N/A N/A N/A
Index Aggressive Age Based 17-18 Years Portfolio 0.00% 30% N/A N/A N/A N/A
Index Aggressive Age Based 19 and over Years Portfolio 0.00% 20% N/A N/A N/A N/A
Multi-Firm Moderate Age Based 0-2 Years Portfolio 0.00% 90% N/A N/A N/A N/A
Multi-Firm Moderate Age Based 3-5 Years Portfolio 0.00% 80% N/A N/A N/A N/A
Multi-Firm Moderate Age Based 6-8 Years Portfolio 0.00% 70% N/A N/A N/A N/A
Multi-Firm Moderate Age Based 9-10 Years Portfolio 0.00% 60% N/A N/A N/A N/A
Multi-Firm Moderate Age Based 11-12 Years Portfolio 0.00% 50% N/A N/A N/A N/A
Multi-Firm Moderate Age Based 13-14 Years Portfolio 0.00% 40% N/A N/A N/A N/A
Multi-Firm Moderate Age Based 15-16 Years Portfolio 0.00% 30% N/A N/A N/A N/A
Multi-Firm Moderate Age Based 17-18 Years Portfolio 0.00% 20% N/A N/A N/A N/A
Multi-Firm Moderate Age Based 19 and over Years Portfolio 0.00% 10% N/A N/A N/A N/A
Index Moderate Age Based 0-2 Years Portfolio 0.00% 90% N/A N/A N/A N/A
Index Moderate Age Based 3-5 Years Portfolio 0.00% 80% N/A N/A N/A N/A
Index Moderate Age Based 6-8 Years Portfolio 0.00% 70% N/A N/A N/A N/A
Index Moderate Age Based 9-10 Years Portfolio 0.00% 60% N/A N/A N/A N/A
Index Moderate Age Based 11-12 Years Portfolio 0.00% 50% N/A N/A N/A N/A
Index Moderate Age Based 13-14 Years Portfolio 0.00% 40% N/A N/A N/A N/A
Index Moderate Age Based 15-16 Years Portfolio 0.00% 30% N/A N/A N/A N/A
Index Moderate Age Based 17-18 Years Portfolio 0.00% 20% N/A N/A N/A N/A
Index Moderate Age Based 19 and over Years Portfolio 0.00% 10% N/A N/A N/A N/A
Multi-Firm Conservative Age Based 0-2 Years Portfolio 0.00% 80% N/A N/A N/A N/A
Multi-Firm Conservative Age Based 3-5 Years Portfolio 0.00% 70% N/A N/A N/A N/A
Multi-Firm Conservative Age Based 6-8 Years Portfolio 0.00% 60% N/A N/A N/A N/A
Multi-Firm Conservative Age Based 9-10 Years Portfolio 0.00% 50% N/A N/A N/A N/A
Multi-Firm Conservative Age Based 11-12 Years Portfolio 0.00% 40% N/A N/A N/A N/A
Multi-Firm Conservative Age Based 13-14 Years Portfolio 0.00% 30% N/A N/A N/A N/A
Multi-Firm Conservative Age Based 15-16 Years Portfolio 0.00% 20% N/A N/A N/A N/A
Multi-Firm Conservative Age Based 17-18 Years Portfolio 0.00% 10% N/A N/A N/A N/A
Multi-Firm Conservative Age Based 19 and over Years Portfolio 0.00% 0% N/A N/A N/A N/A
Index Conservative Age Based 0-2 Years Portfolio 0.00% 80% N/A N/A N/A N/A
Index Conservative Age Based 3-5 Years Portfolio 0.00% 70% N/A N/A N/A N/A
Index Conservative Age Based 6-8 Years Portfolio 0.00% 60% N/A N/A N/A N/A
Index Conservative Age Based 9-10 Years Portfolio 0.00% 50% N/A N/A N/A N/A
Index Conservative Age Based 11-12 Years Portfolio 0.00% 40% N/A N/A N/A N/A
Index Conservative Age Based 13-14 Years Portfolio 0.00% 30% N/A N/A N/A N/A
Index Conservative Age Based 15-16 Years Portfolio 0.00% 20% N/A N/A N/A N/A
Index Conservative Age Based 17-18 Years Portfolio 0.00% 10% N/A N/A N/A N/A
Index Conservative Age Based 19 and over Years Portfolio 0.00% 0% N/A N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Index Equity Portfolio 0.00% 100% N/A N/A N/A N/A
Index Balanced Portfolio 0.00% 60% N/A N/A N/A N/A
Index Fixed Income Portfolio 0.00% 0% N/A N/A N/A N/A
Equity Portfolio 0.00% 100% N/A N/A N/A N/A
Balanced Portfolio 0.00% 60% N/A N/A N/A N/A
Fixed Income Portfolio 0.00% 0% N/A N/A N/A N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Vanguard Federal Money Market Portfolio 0.00% 0% N/A N/A N/A N/A
Baird Short-Term Bond 529 Portfolio 0.00% 0% N/A N/A N/A N/A
Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio 0.00% 0% N/A N/A N/A N/A
Vanguard Total Bond Market Index 529 Portfolio 0.00% 0% N/A N/A N/A N/A
Dodge & Cox Income 529 Portfolio 0.00% 0% N/A N/A N/A N/A
Vanguard Total International Bond Index Portfolio 0.00% 0% N/A N/A N/A N/A
Vanguard REIT Index 529 Portfolio 0.00% 100% N/A N/A N/A N/A
Vanguard 500 Index 529 Portfolio 0.00% 100% N/A N/A N/A N/A
T. Rowe Price Large-Cap Growth 529 Portfolio 0.00% 100% N/A N/A N/A N/A
Ariel 529 Portfolio 0.00% 100% N/A N/A N/A N/A
DFA U.S. Targeted Value 529 Portfolio 0.00% 100% N/A N/A N/A N/A
Vanguard Explorer 529 Portfolio 0.00% 100% N/A N/A N/A N/A
Vanguard Total International Stock Index 529 Portfolio 0.00% 100% N/A N/A N/A N/A
DFA International Small Company 529 Portfolio 0.00% 100% N/A N/A N/A N/A

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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