YOUR GUIDE TO SAVING FOR COLLEGE

Minnesota College Savings Plan Enroll Now

Expense Ratio

0.0%

2.7%

Investors in Minnesota 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 Band 0-4 Years 0.27% 80% 13.86% 7.76% N/A N/A
Age Band 5-8 Years 0.28% 70% 12.26% 7.16% N/A N/A
Age Band 9-10 Years 0.28% 60% 10.66% 6.49% N/A N/A
Age Band 11-12 Years 0.28% 50% 9.06% 5.78% N/A N/A
Age Band 13-14 Years 0.28% 40% 7.43% 5.06% N/A N/A
Age Band 18+ Years 0.22% 16% 3.53% 2.79% N/A N/A
Age Band 15 Years 0.26% 30% 5.72% 4.17% N/A N/A
Age Band 16 Years 0.25% 26% 5.00% 3.70% N/A N/A
Age Band 17 Years 0.23% 20% 4.36% 3.30% N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
U.S. and International Equity Index Option (formerly 100% Equity Option) 0.26% 100% 17.11% 8.99% 11.66% 5.28%
Moderate Option (formerly Balanced Option) 0.28% 60% 10.55% 6.46% 7.58% 5.02%
100% Fixed Income Option 0.32% 0% 0.35% 2.42% 1.29% 3.64%
International Equity Index Option 0.24% 100% 20.56% 1.19% N/A N/A
Aggressive Option 0.27% 80% 13.99% 7.74% N/A N/A
Conservative Option 0.26% 30% 5.67% 4.14% N/A N/A
Equity and Interest Accumulation Option 0.18% 50% 9.81% 5.92% N/A N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Principal Plus Interest Option (formerly Guaranteed Option) 0.00% 0% 1.49% 1.37% 1.35% 2.05%
Money Market Option 0.29% 0% 0.39% 0.16% 0.10% N/A
U.S. Large Cap Equity Option 0.20% 100% 18.41% 10.57% 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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