YOUR GUIDE TO SAVING FOR COLLEGE

The Education Plan's College Savings Program Enroll Now

Expense Ratio

0.0%

2.7%

Investors in The Education Plan's 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
Index Age Based Portfolio 100 0.16% 100% 18.07% 9.17% 12.47% N/A
Age Based Portfolio 80 0.47% 81% 15.14% 7.73% 10.21% 4.16%
Age Based Portfolio 60 0.44% 60% 11.34% 6.34% 8.08% 3.08%
Age Based Portfolio 40 0.42% 40% 7.72% 4.79% 5.80% 1.25%
Age Based Portfolio 20 0.38% 21% 4.17% 3.11% 3.38% 0.67%
Age Based Portfolio 10 0.37% 10% 2.29% 2.05% 2.03% 0.37%
Age Based Portfolio 100 0.51% 100% 18.86% 8.97% 12.24% 5.29%
Index Age Based Portfolio 40 0.16% 40% 7.00% 4.69% 5.73% N/A
Index Age Based Portfolio 60 0.15% 60% 10.41% 6.26% 7.98% N/A
Index Age Based Portfolio 80 0.15% 80% 14.12% 7.73% 10.24% N/A
Index Age Based Portfolio 10 0.16% 10% 1.93% 1.97% 2.01% N/A
Index Age Based Portfolio 20 0.16% 20% 3.51% 3.01% 3.32% N/A
Age Based Fixed Income Portfolio 0.32% 0% 0.68% N/A N/A N/A
Age Based Low Duration Fixed Income Portfolio 0.37% 0% 0.79% N/A N/A N/A
Index Age Based Fixed Income Portfolio 0.16% 0% N/A N/A N/A N/A
Index Age Based Low Duration Fixed Income Portfolio 0.16% 0% 0.30% N/A N/A N/A
Aggressive Age-Based (Newborn to Age 5) (Age Based 100) 0.51% 100% 18.86% 8.97% 12.24% 5.29%
Aggressive Age-Based (Ages 6-8) (Age Based 80) 0.47% 81% 15.14% 7.73% 10.21% 4.16%
Aggressive Age-Based (Ages 9-11) (Age Based 60) 0.44% 60% 11.34% 6.34% 8.08% 3.08%
Aggressive Age-Based (Ages 12-14) (Age Based 40) 0.42% 40% 7.72% 4.79% 5.80% 1.25%
Aggressive Age-Based (Ages 15-17) (Age Based 20) 0.38% 21% 4.17% 3.11% 3.38% 0.67%
Aggressive Age-Based (Ages 18+) (Age Based 10) 0.37% 10% 2.29% 2.05% 2.03% 0.37%
Growth Age-Based (Newborn to Age 5) (Age Based 80) 0.47% 81% 15.14% 7.73% 10.21% 4.16%
Growth Age-Based (Ages 6-8) (Age Based 60) 0.44% 60% 11.34% 6.34% 8.08% 3.08%
Growth Age-Based (Ages 9-11) (Age Based 40) 0.42% 40% 7.72% 4.79% 5.80% 1.25%
Growth Age-Based (Ages 12-14) (Age Based 20) 0.38% 21% 4.17% 3.11% 3.38% 0.67%
Growth Age-Based (Ages 15-17) (Age Based 10) 0.37% 10% 2.29% 2.05% 2.03% 0.37%
Growth Age-Based (Ages 18+) (Age Based Fixed Income) 0.32% 0% 0.58% N/A N/A N/A
Balanced Age-Based (Newborn to Age 5) (Age Based 60) 0.44% 60% 11.34% 6.34% 8.08% 3.08%
Balanced Age-Based (Ages 6-8) (Age Based 40) 0.42% 40% 7.72% 4.79% 5.80% 1.25%
Balanced Age-Based (Ages 9-11) (Age Based 20) 0.38% 21% 4.17% 3.11% 3.38% 0.67%
Balanced Age-Based (Ages 12-14) (Age Based 10) 0.45% 10% 2.29% 2.05% 2.03% 0.37%
Balanced Age-Based (Ages 15-17) (Age Based Fixed Income) 0.32% 0% 0.58% N/A N/A N/A
Balanced Age-Based (Ages 18+) (Age Based Low Duration) 0.37% 0% 0.69% N/A N/A N/A
Index Aggressive Age-Based (Newborn to Age 5) (Index Age-Based 100) 0.16% 100% 18.07% 9.17% 12.47% N/A
Index Aggressive Age-Based (Ages 6-8) (Index Age-Based 80) 0.15% 80% 14.12% 7.73% 10.24% N/A
Index Aggressive Age-Based (Ages 9-11) (Index Age-Based 60) 0.15% 60% 10.41% 6.26% 7.98% N/A
Index Aggressive Age-Based (Ages 12-14) (Index Age-Based 40) 0.16% 40% 7.00% 4.69% 5.73% N/A
Index Aggressive Age-Based (Ages 15-17) (Index Age-Based 20) 0.16% 20% 3.51% 3.01% 3.32% N/A
Index Aggressive Age-Based (Ages 18+) (Index Age-Based 10) 0.16% 10% 1.93% 1.97% 2.01% N/A
Index Growth Age-Based (Newborn to Age 5) (Index Age-Based 80) 0.15% 80% 14.12% 7.73% 10.24% N/A
Index Growth Age-Based (Ages 6-8) (Index Age-Based 60) 0.15% 60% 10.41% 6.26% 7.98% N/A
Index Growth Age-Based (Ages 9-11) (Index Age-Based 40) 0.16% 40% 7.00% 4.69% 5.73% N/A
Index Growth Age-Based (Ages 12-14) (Index Age-Based 20) 0.16% 20% 3.51% 3.01% 3.32% N/A
Index Growth Age-Based (Ages 15-17) (Index Age-Based 10) 0.16% 10% 1.93% 1.97% 2.01% N/A
Index Growth Age-Based (Ages 18+) (Index Age-Based Fixed Income) 0.16% 0% N/A N/A N/A N/A
Index Balanced Age-Based (Newborn to Age 5) (Index Age-Based 60) 0.15% 60% 10.41% 6.26% 7.98% N/A
Index Balanced Age-Based (Ages 6-8) (Index Age-Based 40) 0.16% 40% 7.00% 4.69% 5.73% N/A
Index Balanced Age-Based (Ages 9-11) (Index Age-Based 20) 0.16% 20% 3.51% 3.01% 3.32% N/A
Index Balanced Age-Based (Ages 12-14) (Index Age-Based 10) 0.16% 10% 1.93% 1.97% 2.01% N/A
Index Balanced Age-Based (Ages 15-17) (Index Age-Based Fixed Income) 0.16% 0% N/A N/A N/A N/A
Index Balanced Age-Based (Ages 18+) (Index Age-Based Low Duration) 0.16% 0% 0.30% N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Custom Choice Portfolio 100 (formerly Aggressive Portfolio) 0.51% 100% 19.15% 9.01% 12.33% 5.35%
Custom Choice Portfolio 80 (formerly Moderately Aggressive Portfolio) 0.47% 81% 15.16% 7.67% 10.21% 4.33%
Custom Choice Portfolio 60 (formerly Moderate Portfolio) 0.44% 60% 11.37% 6.36% 8.09% 3.11%
Custom Choice Portfolio 40 (formerly Conservative Portfolio) 0.42% 40% 7.73% 4.78% 5.81% 1.42%
Custom Choice Portfolio 20 (formerly Ultra Conservative Portfolio) 0.38% 21% 4.18% 3.12% 3.37% 0.64%
Custom Choice Portfolio 10 (formerly School Years Portfolio) 0.37% 10% 2.36% 2.07% 2.04% 0.40%
Custom Choice Index Portfolio 100 (formerly Aggressive Index Portfolio) 0.16% 100% 18.20% 9.27% 12.63% N/A
Custom Choice Index Portfolio 40 (formerly Conservative Index Portfolio) 0.16% 40% 7.03% 4.63% 5.67% N/A
Custom Choice Index Portfolio 60 (formerly Moderate Index Portfolio) 0.15% 60% 10.55% 6.33% 8.01% N/A
Custom Choice Index Portfolio 80 (formerly Moderately Aggressive Index Portfolio) 0.15% 80% 14.27% 7.83% 10.32% N/A
Custom Choice Index Portfolio 10 (formerly School Years Index Portfolio) 0.16% 10% 1.94% 1.98% 2.02% N/A
Custom Choice Index Portfolio 20 (formerly Ultra Conservative Index Portfolio) 0.16% 20% 3.50% 2.97% 3.29% N/A
Custom Choice Fixed Income Portfolio 0.32% 0% 0.88% N/A N/A N/A
Custom Choice Low Duration Fixed Income Portfolio 0.37% 0% 0.99% N/A N/A N/A
Custom Choice Index Fixed Income Portfolio 0.16% 0% N/A N/A N/A N/A
Custom Choice Index Low Duration Fixed Income Portfolio 0.16% 0% 0.30% N/A N/A N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Custom Choice Short Term Yield Portfolio 0.26% 0% 0.32% 0.16% 0.10% 0.46%

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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