YOUR GUIDE TO SAVING FOR COLLEGE

Connecticut Higher Education Trust (CHET) -- Advisor Plan

Expense Ratio

0.0%

2.7%

Investors in Connecticut Higher Education Trust (CHET) -- Advisor 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
CHET Advisor Age-Based Portfolio 14-15 0.99% 51% 9.56% 3.99% 5.62% N/A
CHET Advisor Age-Based Portfolio 18+ 0.84% 10% 2.92% 1.45% 1.47% N/A
CHET Advisor Age-Based Portfolio 0-3 1.06% 100% N/A N/A N/A N/A
CHET Advisor Age-Based Portfolio 4-6 1.04% 83% 15.07% 6.30% 9.29% N/A
CHET Advisor Age-Based Portfolio 7-9 1.03% 71% N/A N/A N/A N/A
CHET Advisor Age-Based Portfolio 10-11 1.01% 61% 11.99% 4.83% 7.06% N/A
CHET Advisor Age-Based Portfolio 12-13 1.00% 49.5% N/A N/A N/A N/A
CHET Advisor Age-Based Portfolio 16 0.89% 30% 5.41% 2.59% 3.16% N/A
CHET Advisor Age-Based Portfolio 17 0.86% 19% N/A N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
CHET Advisor Aggressive Growth Portfolio 1.06% 99% 18.49% 7.63% 11.52% N/A
CHET Advisor Growth Portfolio 1.04% 80% 15.09% 6.33% 9.31% N/A
CHET Advisor Balanced Portfolio 1.01% 66% 12.03% 4.83% 6.35% N/A
CHET Advisor Conservative Portfolio 0.89% 26% 5.47% 2.64% 3.19% N/A
Checks and Balances Portfolio 1.02% 67% 12.22% 6.62% 9.85% N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Small Cap Growth 529 Portfolio 1.20% 100% 21.21% 12.28% N/A N/A
Growth Opportunities 529 Portfolio 1.17% 100% 18.42% 12.88% 15.75% N/A
International Opportunities 529 Portfolio 1.16% 100% 17.23% 6.09% 8.26% N/A
Midcap 529 Portfolio 1.18% 100% 19.88% 10.94% 15.29% N/A
Dividend and Growth 529 Portfolio 1.08% 100% 18.42% 9.11% 12.92% N/A
Inflation Plus 529 Portfolio 0.97% 0% N/A 0.85% -1.09% N/A
Total Return Bond 529 Portfolio 0.87% 0% 1.56% 2.61% 2.08% N/A
Equity Income 529 Portfolio 1.08% 100% 16.60% 9.51% N/A N/A
World Bond 529 Portfolio 1.09% 0% 0.38% 0.99% N/A N/A
Balanced Income 529 Portfolio 1.04% 40% N/A N/A N/A N/A
Core Equity 529 Portfolio 0.85% 100% N/A N/A N/A N/A
CHET Advisor Stable Value Portfolio 0.76% 0% 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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Ameriprise Financial instructions

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RW Baird instructions

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

 

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