YOUR GUIDE TO SAVING FOR COLLEGE

Ohio CollegeAdvantage Direct 529 Savings Plan Enroll Now

Expense Ratio

0.0%

2.7%

Investors in Ohio CollegeAdvantage Direct 529 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
Conservative: Vanguard Moderate Growth Index Portfolio (Newborn through 5) 0.20% 50% 8.84% 6.14% 7.43% 5.63%
Conservative: Vanguard Conservative Growth Index Portfolio (6 through 10) 0.20% 26% 4.13% 4.37% 4.63% 4.78%
Conservative: Vanguard Income Portfolio (11 through 15) 0.22% 0% -0.13% 1.65% 0.88% 3.02%
Conservative: Vanguard Income Portfolio (16 through 18) 0.22% 0% -0.13% 1.65% 0.88% 3.02%
Conservative: Vanguard Money Market (19 or older) 0.27% 0% 0.50% N/A N/A N/A
Moderate: Vanguard Growth Index Portfolio (Newborn through 5) 0.20% 76% 13.70% 7.76% 10.13% 6.27%
Moderate: Vanguard Moderate Growth Index Portfolio (6 through 10) 0.20% 50% 8.84% 6.14% 7.43% 5.63%
Moderate: Vanguard Conservative Growth Index Portfolio (11 through 15) 0.20% 26% 4.13% 4.37% 4.63% 4.78%
Moderate: Vanguard Income Portfolio (16 through 18) 0.22% 0% -0.13% 1.65% 0.88% 3.02%
Moderate: Vanguard Income Portfolio (19 or older) 0.22% 0% -0.13% 1.65% 0.88% 3.02%
Aggressive: Vanguard Aggressive Growth Index Portfolio (Newborn through 5) 0.20% 100% 18.79% 9.30% 12.82% 6.29%
Aggressive: Vanguard Growth Index Portfolio (6 through 10) 0.20% 76% 13.70% 7.76% 10.13% 6.27%
Aggressive: Vanguard Moderate Growth Index Portfolio (11 through 15) 0.20% 50% 8.84% 6.14% 7.43% 5.63%
Aggressive: Vanguard Conservative Growth Index Portfolio (16 through 18) 0.20% 26% 4.13% 4.37% 4.63% 4.78%
Aggressive: Vanguard Income Portfolio (19 or older) 0.22% 0% -0.13% 1.65% 0.88% 3.02%
Advantage Newborn through age 5 0.33% 70% 14.03% 7.64% 10.78% N/A
Advantage Ages 6 to 9 0.33% 54% 11.11% 6.93% 10.00% N/A
Advantage Ages 10 to 12 0.33% 42% 9.08% 6.37% 9.10% N/A
Advantage Ages 13 to 16 0.32% 24% 5.82% 4.49% 5.72% N/A
Advantage Ages 17 and older 0.29% 4% 1.79% 2.05% 2.15% N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Vanguard Aggressive Growth Index Portfolio 0.20% 100% 18.79% 9.30% 12.82% 6.29%
Vanguard Growth Index Portfolio 0.20% 76% 13.70% 7.76% 10.13% 6.27%
Vanguard Moderate Growth Index Portfolio 0.21% 50% 8.84% 6.14% 7.43% 5.63%
Vanguard Conservative Growth Index Portfolio 0.20% 26% 4.13% 4.37% 4.63% 4.78%
Vanguard Income Portfolio 0.22% 0% -0.13% 1.65% 0.88% 3.02%

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Vanguard Short-Term Inflation-Protected Bond Index Option 0.21% 0% 0.29% N/A N/A N/A
Vanguard 500 Index Option 0.18% 100% 18.39% 10.61% 14.02% 7.28%
Vanguard Extended Market Index Option 0.21% 100% 18.86% 10.28% 14.04% 8.13%
Vanguard Total International Stock Index Option 0.23% 100% 19.18% N/A N/A N/A
Vanguard Windsor II Option 0.42% 100% 16.47% 7.72% 12.11% N/A
Vanguard Morgan Growth Option 0.43% 100% 22.35% 12.24% 14.78% N/A
Vanguard Wellington Option 0.34% 65% 13.16% 7.84% 9.99% N/A
Vanguard Total Bond Market Index Option 0.21% 0% -0.19% N/A N/A N/A
Vanguard Corporate High Yield Option 0.29% 0% 7.63% N/A N/A N/A
Dimensional Fund Advisors World ex. U.S. Core Equity Option 0.63% 100% 21.18% N/A N/A N/A
Vanguard Strategic Equity Option 0.37% 100% 18.04% 9.89% N/A N/A
Dimensional Fund Advisors U.S. Investment Grade Portfolio 0.38% 0% -0.19% N/A N/A N/A
Vanguard Money Market Option 0.27% 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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