YOUR GUIDE TO SAVING FOR COLLEGE

College SAVE (Direct) Enroll Now

Expense Ratio

0.0%

2.7%

Investors in College SAVE (Direct) 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: Newborn through 5 0.85% 100% N/A N/A N/A N/A
Aggressive: 06 through 10 0.85% 76% N/A N/A N/A N/A
Aggressive: 11 through 15 0.85% 50% N/A N/A N/A N/A
Aggressive: 16 through 18 0.85% 26% N/A N/A N/A N/A
Aggressive: 19 or older 0.85% 0% N/A N/A N/A N/A
Moderate: Newborn through 5 0.85% 76% N/A N/A N/A N/A
Moderate: 06 through 10 0.85% 50% N/A N/A N/A N/A
Moderate: 11 through 15 0.85% 26% N/A N/A N/A N/A
Moderate: 16 through 18 0.85% 0% N/A N/A N/A N/A
Moderate: 19 or older 0.85% 0% N/A N/A N/A N/A
Conservative: Newborn through 5 0.85% 50% N/A N/A N/A N/A
Conservative: 06 through 10 0.85% 26% N/A N/A N/A N/A
Conservative: 11 through 15 0.85% 0% N/A N/A N/A N/A
Conservative: 16 through 18 0.85% 0% N/A N/A N/A N/A
Conservative: 19 or older 0.55% 0% N/A N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Aggressive Growth Portfolio 0.85% 100% N/A N/A N/A N/A
Growth Portfolio 0.85% 76% N/A N/A N/A N/A
Moderate Growth Portfolio 0.85% 50% N/A N/A N/A N/A
Conservative Growth Portfolio 0.85% 26% N/A N/A N/A N/A
Income Portfolio 0.85% 0% N/A N/A N/A N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Interest Accumulation Portfolio 0.55% 0% N/A N/A N/A N/A

Data as of 05/14/2017.

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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