YOUR GUIDE TO SAVING FOR COLLEGE

Nebraska Education Savings Trust -- Advisor College Savings Plan

Expense Ratio

0.0%

2.7%

Investors in Nebraska Education Savings Trust -- Advisor 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
Age-Based Aggressive 0-5 0.77% 95% 18.34% 9.00% 11.63% N/A
Age-Based Aggressive 11-14 0.80% 65% 12.43% 6.78% 8.16% N/A
Age-Based Aggressive 15-18 0.78% 45% 8.58% 5.14% 5.83% N/A
Age-Based Aggressive 19+ 0.73% 25% 4.41% 3.39% 3.39% N/A
Age-Based Aggressive 6-10 0.78% 85% 16.24% 8.23% 10.38% N/A
Age-Based Conservative 0-5 0.78% 45% 8.58% 5.14% 5.83% N/A
Age-Based Conservative 11-14 0.71% 15% 2.61% 2.23% 1.31% N/A
Age-Based Conservative 15-18 0.69% 5% 0.86% 0.96% 0.52% N/A
Age-Based Conservative 19+ 0.40% 0% 0.30% 0.40% 0.26% N/A
Age-Based Conservative 6-10 0.73% 25% 4.32% 3.39% 3.39% N/A
Age-Based Growth 0-5 0.78% 85% 16.24% 8.23% 10.38% N/A
Age-Based Growth 11-14 0.78% 45% 8.58% 5.14% 5.83% N/A
Age-Based Growth 15-18 0.73% 25% 4.40% 3.39% 3.40% N/A
Age-Based Growth 19+ 0.71% 15% 2.61% 2.23% 1.31% N/A
Age-Based Growth 6-10 0.80% 65% 12.43% 6.78% 8.16% N/A
Age-Based Index 0-5 0.61% 65% 10.62% 6.33% 7.87% N/A
Age-Based Index 11-14 0.62% 25% 3.68% 3.32% 3.45% N/A
Age-Based Index 15-18 0.62% 15% 2.18% 2.19% 1.35% N/A
Age-Based Index 19+ 0.64% 5% 0.77% 0.94% 0.54% N/A
Age-Based Index 6-10 0.61% 45% 7.16% 4.87% 5.68% N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Balanced Index Static 0.61% 50% 7.81% 5.33% 6.35% N/A
Conservative Static 0.73% 25% 4.32% 3.36% 3.41% N/A
Growth Static 0.78% 85% 16.24% 8.23% 10.38% N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
State Street MSCI ACWI Ex-US Index 0.64% 100% 18.93% 4.09% 6.34% N/A
State Street S&P 500 Index 0.57% 100% 17.97% 10.19% 13.59% N/A
T. Rowe Price Large Cap Growth 1.11% 100% 30.00% 14.38% 17.20% N/A
Dodge & Cox Stock 1.07% 100% 23.27% 9.24% N/A N/A
Tributary Small Company 1.54% 100% 16.56% 12.38% 13.40% N/A
Vanguard REIT ETF 0.67% 100% 0.05% 8.83% 8.74% N/A
Vanguard Total Stock Market ETF 0.59% 100% 17.55% 9.90% 13.26% N/A
Federated Total Return Bond 0.91% 0% 1.06% 2.65% 2.16% N/A
Bank Savings 0.20% 0% 0.58% 0.52% 0.51% N/A
SPDR S&P Dividend ETF 0.90% 100% 10.95% 11.10% 13.21% N/A
iShares Russell 2000 Growth Index ETF 0.80% 100% 20.17% 11.54% 13.57% N/A
Vanguard Extended Market ETF 0.63% 100% 18.01% 9.66% 13.29% N/A
Vanguard FTSE Emerging Markets ETF 0.69% 100% 17.51% 3.51% 3.02% N/A
Vanguard Short-Term Bond ETF 0.62% 0% -0.19% 0.82% 0.53% N/A
MetWest Total Return Bond 0.93% 0% -0.19% N/A N/A N/A
Vanguard Short-Term Inflation-Protected TIPS 0.62% 0% -0.20% N/A N/A N/A
Goldman Sachs Financial Square Government Money Market 0.48% 0% 0.30% N/A N/A N/A
American Funds The Income Fund of America 0.94% 65% 10.99% N/A N/A N/A
DFA World ex-US Government 0.75% 0% -2.28% N/A N/A N/A
iShares Core US Aggregate ETF 0.60% 0% -0.59% 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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