YOUR GUIDE TO SAVING FOR COLLEGE

Oregon College Savings Plan Enroll Now

Expense Ratio

0.0%

2.7%

Investors in Oregon 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 11-12 0.33% 52% 8.81% 4.69% 5.15% N/A
Age Band 9-10 0.32% 62% 10.80% 5.37% 6.06% N/A
Age Band 5-8 0.31% 72% 12.72% 5.89% 7.05% N/A
Age Band 0-4 0.31% 82% 14.76% 6.45% 8.05% N/A
Age Band 18+ 0.29% 0% 0.18% 0.83% 0.33% N/A
Age Band 13-14 0.32% 42% 6.97% 4.23% 4.36% N/A
Age Band 15 0.32% 31% 5.28% 3.59% 3.43% N/A
Age Band 16 0.30% 20% 3.44% 2.89% 2.67% N/A
Age Band 17 0.28% 10% 1.57% 1.85% 1.52% N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Aggressive Portfolio 0.31% 82% 14.63% 6.38% 8.04% N/A
Moderate Portfolio 0.32% 62% 10.67% 5.31% 6.02% N/A
Balanced Index Portfolio 0.30% 60% 10.75% 7.30% 9.13% N/A
Conservative Portfolio 0.30% 20% 3.41% 2.84% 2.65% N/A
Diversified International Equity Portfolio 0.61% 101% 22.57% 8.13% 9.05% N/A
Diversified U.S. Equity Portfolio 0.70% 100% 22.30% 11.47% 15.53% N/A
Diversified Fixed Income Portfolio 0.61% 0% 0.54% 2.73% 2.23% N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Money Market Portfolio 0.36% 0% 0.40% 0.13% 0.06% N/A
Social Choice Portfolio 0.40% 100% 18.24% 9.27% 13.63% N/A
International Equity Index Portfolio 0.32% 100% 19.00% 5.08% 7.26% N/A
U.S. Equity Index Portfolio 0.27% 100% 18.45% 10.50% 13.94% N/A
Diversified Inflation Protection Portfolio 0.60% 20% 0.76% 0.17% -1.03% N/A
Fixed Income Index Portfolio 0.34% 0% -0.40% 2.39% 1.69% N/A
Principal Plus Interest Portfolio 0.00% 0% 1.70% 1.45% 1.43% 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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