YOUR GUIDE TO SAVING FOR COLLEGE

College Savings Iowa Enroll Now

Expense Ratio

0.0%

2.7%

Investors in College Savings Iowa 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
Aggressive Growth: Aggressive Growth Portfolio (0-5) 0.20% 100% 18.82% 8.90% 11.98% 5.67%
Aggressive Growth: Income Portfolio (19+) 0.20% 20% 3.14% 3.95% 3.98% 4.69%
Growth: Aggressive Growth Portfolio (0-5) 0.20% 100% 18.82% 8.90% 11.98% 5.67%
Growth: Conservative Income Portfolio (19+) 0.20% 0% 3.14% 3.95% 3.98% 4.69%
Moderate Growth: Growth Portfolio (0-5) 0.20% 80% 14.72% 7.71% 10.02% 5.62%
Conservative Growth: Moderate Growth Portfolio (0-5) 0.20% 60% 10.73% 6.54% 8.05% 5.43%
Aggressive Growth: Aggressive Growth Portfolio (6-7) 0.20% 100% 18.82% 8.90% 11.98% 5.67%
Aggressive Growth: Aggressive Growth Portfolio (8-9) 0.20% 100% 18.82% 8.90% 11.98% 5.67%
Aggressive Growth: Blended Aggressive Growth Portfolio (10-11) 0.20% 90% N/A N/A N/A N/A
Aggressive Growth: Growth Portfolio (12-13) 0.20% 80% 14.72% 7.71% 10.02% 5.62%
Aggressive Growth: Blended Growth Portfolio (14-15) 0.20% 70% N/A N/A N/A N/A
Aggressive Growth: Moderate Growth Portfolio (16-17) 0.20% 60% 10.73% 6.54% 8.05% 5.43%
Aggressive Growth: Conservative Growth Portfolio (18) 0.20% 40% 6.94% 5.29% 6.04% 5.07%
Growth: Blended Aggressive Growth Portfolio (6-7) 0.20% 90% N/A N/A N/A N/A
Growth: Growth Portfolio (8-9) 0.20% 80% 14.72% 7.71% 10.02% 5.62%
Growth: Blended Growth Portfolio (10-11) 0.20% 70% N/A N/A N/A N/A
Growth: Moderate Growth Portfolio (12-13) 0.20% 60% 10.73% 6.54% 8.05% 5.43%
Growth: Blended Moderate Growth Portfolio (14-15) 0.20% 50% N/A N/A N/A N/A
Growth: Conservative Growth Portfolio (16-17) 0.20% 40% 6.94% 5.29% 6.04% 5.07%
Growth: Blended Conservative Growth Portfolio (18) 0.20% 30% 6.94% 5.29% 6.04% 5.07%
Moderate Growth: Blended Moderate Growth Portfolio (10-11) 0.20% 50% N/A N/A N/A N/A
Moderate Growth: Blended Growth Portfolio (6-7) 0.20% 70% N/A N/A N/A N/A
Moderate Growth: Conservative Growth Portfolio (12-13) 0.20% 40% 6.94% 5.29% 6.04% 5.07%
Moderate Growth: Moderate Growth Portfolio (8-9) 0.20% 60% 10.73% 6.54% 8.05% 5.43%
Moderate Growth: Blended Income Portfolio (18) 0.20% 10% N/A N/A N/A N/A
Moderate Growth: Blended Conservative Growth Portfolio (14-15) 0.20% 30% N/A N/A N/A N/A
Moderate Growth: Income Portfolio (16-17) 0.20% 20% 3.14% 3.95% 3.98% 4.69%
Conservative Growth: Conservative Growth Portfolio (8-9) 0.20% 40% 6.94% 5.29% 6.04% 5.07%
Conservative Growth: Income Portfolio (12-13) 0.20% 20% 3.14% 3.95% 3.98% 4.69%
Conservative Growth: Blended Income Portfolio (14-15) 0.20% 10% N/A N/A N/A N/A
Conservative Growth: Blended Moderate Growth Portfolio (6-7) 0.20% 50% N/A N/A N/A N/A
Conservative Growth: Conservative Income Portfolio (16-17) 0.20% 0% -0.13% 1.69% 0.97% 3.01%
Conservative Growth: Conservative Income Portfolio (18) 0.20% 0% -0.13% 1.69% 0.97% 3.01%
Conservative Growth: Blended Conservative Growth Portfolio (10-11) 0.20% 30% N/A N/A N/A N/A
Conservative Growth: Interest Accumulation Portfolio (19+) 0.20% 0% N/A N/A N/A N/A
Moderate Growth: Interest Accumulation Portfolio (19+) 0.20% 0% N/A N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Aggressive Growth Portfolio 0.20% 100% 18.82% 8.90% 11.98% 5.67%
Growth Portfolio 0.20% 80% 14.72% 7.71% 10.02% 5.62%
Moderate Growth Portfolio 0.20% 60% 10.73% 6.54% 8.05% 5.43%
Conservative Growth Portfolio 0.20% 40% 6.94% 5.29% 6.04% 5.07%
Income Portfolio 0.20% 20% 3.14% 3.95% 3.98% 4.69%
Conservative Income Portfolio 0.20% 0% -0.13% 1.69% 0.97% 3.01%
Blended Aggressive Growth Portfolio 0.20% 90% N/A N/A N/A N/A
Blended Growth Portfolio 0.20% 70% N/A N/A N/A N/A
Blended Moderate Growth Portfolio 0.20% 50% N/A N/A N/A N/A
Blended Conservative Growth Portfolio 0.20% 30% N/A N/A N/A N/A
Blended Income Portfolio 0.20% 10% N/A N/A N/A N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Bond Index Portfolio 0.20% 0% -0.29% 2.43% 1.77% 3.93%
Total Domestic Stock Index Portfolio 0.20% 100% 18.45% 10.52% 13.98% N/A
Total International Stock Index Portfolio 0.20% 100% 19.05% 5.16% 7.34% N/A
Interest Accumulation Portfolio 0.20% 0% N/A N/A N/A N/A

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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