YOUR GUIDE TO SAVING FOR COLLEGE

GIFT College Investing Plan

Expense Ratio

0.0%

2.7%

Investors in GIFT College Investing 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
Conservative Age-Based: Moderate Growth Portfolio (0-5) 0.53% 50% 8.41% 5.48% 6.51% 4.92%
Conservative Age-Based: Conservative Growth Portfolio (6-10) 0.53% 26% 3.72% 3.80% 3.92% 3.86%
Conservative Age-Based: Income Portfolio (11-15) 0.53% 0% -0.43% 1.18% 0.38% 2.52%
Conservative Age-Based: Income Portfolio (16-18) 0.53% 0% -0.43% 1.18% 0.38% 2.52%
Conservative Age-Based: Interest Accumulation Portfolio (19+) 0.53% 0% 0.50% N/A N/A N/A
Moderate Age-Based: Growth Portfolio (0-5) 0.53% 76% 13.33% 7.05% 9.05% 5.80%
Moderate Age-Based: Moderate Growth Portfolio (6-10) 0.53% 50% 8.41% 5.48% 6.51% 4.92%
Moderate Age-Based: Conservative Growth Portfolio (11-15) 0.53% 26% 3.72% 3.80% 3.92% 3.86%
Moderate Age-Based: Income Portfolio (16-18) 0.53% 0% -0.43% 1.18% 0.38% 2.52%
Moderate Age-Based: Income Portfolio (19+) 0.53% 0% -0.43% 1.18% 0.38% 2.52%
Aggressive Age-Based: Aggressive Growth Portfolio (0-5) 0.53% 100% 18.43% 8.54% 11.53% 5.29%
Aggressive Age-Based: Growth Portfolio (6-10) 0.53% 76% 13.33% 7.05% 9.05% 5.80%
Aggressive Age-Based: Moderate Growth Portfolio (11-15) 0.53% 50% 8.41% 5.48% 6.51% 4.92%
Aggressive Age-Based: Conservative Growth Portfolio (16-18) 0.53% 26% 3.72% 3.80% 3.92% 3.86%
Aggressive Age-Based: Income Portfolio (19+) 0.53% 0% -0.43% 1.18% 0.38% 2.52%

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Aggressive Growth Portfolio 0.53% 100% 18.43% 8.54% 11.53% 5.29%
Growth Portfolio 0.53% 76% 13.33% 7.05% 9.05% 5.80%
Moderate Growth Portfolio 0.53% 50% 8.41% 5.48% 6.51% 4.92%
Conservative Growth Portfolio 0.53% 26% 3.72% 3.80% 3.92% 3.86%
Income Portfolio 0.53% 0% -0.43% 1.18% 0.38% 2.52%

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
GIFT Plan Savings Portfolio 0.39% 0% 0.69% 0.46% N/A N/A
Interest Accumulation Portfolio 0.53% 0% 0.50% 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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