YOUR GUIDE TO SAVING FOR COLLEGE

CollegeBound Saver (Direct-sold) Enroll Now

Expense Ratio

0.0%

2.7%

Investors in CollegeBound Saver (Direct-sold) 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
CollegeBound Today Portfolio 0.00% 0% N/A N/A N/A N/A
CollegeBound 2017-2018 Portfolio 0.00% 14% N/A N/A N/A N/A
CollegeBound 2019-2020 Portfolio 0.00% 26% N/A N/A N/A N/A
CollegeBound 2021-2022 Portfolio 0.00% 34% N/A N/A N/A N/A
CollegeBound 2023-2024 Portfolio 0.00% 38% N/A N/A N/A N/A
CollegeBound 2025-2026 Portfolio 0.00% 46% N/A N/A N/A N/A
CollegeBound 2027-2028 Portfolio 0.00% 54% N/A N/A N/A N/A
CollegeBound 2029-2030 Portfolio 0.00% 64% N/A N/A N/A N/A
CollegeBound 2031-2032 Portfolio 0.00% 73% N/A N/A N/A N/A
CollegeBound 2033-2034 Portfolio 0.00% 75% N/A N/A N/A N/A
CollegeBound 2035-2036 Portfolio 0.00% 75% N/A N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Conservative Growth Portfolio 0.00% 40% N/A N/A N/A N/A
Moderate Growth Portfolio 0.00% 60% N/A N/A N/A N/A
Growth Portfolio 0.00% 78% N/A N/A N/A N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Stable Value Portfolio 0.00% 0% N/A N/A N/A N/A
Bond Portfolio 0.30% N/A N/A N/A N/A N/A
Inflation Protected Bond Portfolio 0.00% 0% N/A N/A N/A N/A
U.S. Stock Portfolio 0.00% 100% N/A N/A N/A N/A
Equally-Weighted S&P 500 Portfolio 0.00% 100% N/A N/A N/A N/A
U.S. Small-Mid Cap Portfolio 0.00% 100% N/A N/A N/A N/A
International Stock Portfolio 0.00% 100% N/A N/A N/A N/A
Invesco Global Sustainable Equity Portfolio 0.00% 100% N/A N/A N/A N/A
Bond Portfolio 0.00% 0% N/A N/A N/A N/A

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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