YOUR GUIDE TO SAVING FOR COLLEGE

Utah Educational Savings Plan (UESP)

Expense Ratio

0.0%

2.7%

Investors in Utah Educational Savings Plan (UESP) 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-Based Aggressive Domestic: 0-3 0.18% 100% 18.47% 10.56% 13.90% 7.31%
Age-Based Aggressive Domestic: 4-6 0.18% 100% 18.47% 10.56% 13.60% 7.61%
Age-Based Aggressive Domestic: 7-9 0.18% 80% 14.90% 8.97% 11.49% 6.99%
Age-Based Aggressive Domestic: 10-12 0.19% 60% 11.41% 7.32% 9.34% 6.29%
Age-Based Aggressive Domestic: 19+ 0.19% 0% 1.66% 1.31% 1.06% 1.21%
Age-Based Conservative: 0-3 0.20% 60% 11.29% 6.36% 7.88% 6.00%
Age-Based Conservative: 4-6 0.20% 60% 11.25% 6.34% 7.65% 6.12%
Age-Based Conservative: 7-9 0.20% 40% 7.92% 4.87% 5.70% 5.35%
Age-Based Conservative: 10-12 0.20% 20% 4.68% 3.29% 3.66% 4.29%
Age-Based Conservative: 19+ 0.17% 0% 1.33% 0.93% 0.72% 1.04%
Age-Based Aggressive Global: 0-3 0.19% 100% 18.70% 9.06% 12.62% 6.64%
Age-Based Aggressive Global: 4-6 0.19% 100% 18.69% 9.05% 12.61% 6.63%
Age-Based Aggressive Global: 7-9 0.20% 80% 15.09% 7.78% 10.50% 6.51%
Age-Based Aggressive Global: 10-12 0.20% 60% 11.55% 6.44% 8.35% 6.13%
Age-Based Aggressive Global: 19+ 0.20% 0% 1.73% 1.33% 1.07% 1.22%
Age-Based Moderate: 0-3 0.20% 80% 14.94% 7.73% 10.08% 5.75%
Age-Based Moderate: 4-6 0.20% 80% 14.94% 7.73% 9.82% 6.06%
Age-Based Moderate: 7-9 0.20% 60% 11.39% 6.39% 8.03% 5.56%
Age-Based Moderate: 10-12 0.20% 40% 8.05% 4.91% 6.09% 4.93%
Age-Based Moderate: 19+ 0.18% 0% 1.25% 1.08% 0.89% 1.13%
Age-Based Customized: 0-3 0.60% 0% N/A N/A N/A N/A
Age-Based Customized: 4-6 0.60% 0% N/A N/A N/A N/A
Age-Based Customized: 7-9 0.60% 0% N/A N/A N/A N/A
Age-Based Customized: 10-12 0.60% 0% N/A N/A N/A N/A
Age-Based Customized: 19+ or College Enrolled 0.60% 0% N/A N/A N/A N/A
Age-Based Aggressive Domestic: 13-14 0.19% 60% 8.27% 5.59% 7.01% 5.33%
Age-Based Aggressive Domestic: 15 0.19% 50% 8.00% 5.50% 6.95% 5.30%
Age-Based Aggressive Domestic: 16 0.19% 40% 4.89% 3.68% 4.22% 4.14%
Age-Based Aggressive Domestic: 17 0.19% 30% 4.63% 3.59% 4.17% 4.11%
Age-Based Aggressive Domestic: 18 0.19% 20% 4.37% 3.50% 4.11% 4.08%
Age-Based Aggressive Global: 13-14 0.20% 60% 8.36% 5.01% 6.16% 5.48%
Age-Based Aggressive Global: 15 0.20% 50% 8.07% 4.92% 6.11% 5.45%
Age-Based Aggressive Global: 16 0.20% 40% 4.97% 3.37% 3.80% 4.57%
Age-Based Aggressive Global: 17 0.20% 30% 4.68% 3.28% 3.75% 4.54%
Age-Based Aggressive Global: 18 0.20% 20% 4.41% 3.19% 3.69% 4.51%
Age-Based Conservative: 13-14 0.19% 20% 1.74% 1.53% 1.42% 3.04%
Age-Based Conservative: 15 0.19% 10% 1.46% 1.44% 1.36% 3.01%
Age-Based Conservative: 16 0.18% 0% 1.18% 1.34% 1.06% 2.74%
Age-Based Conservative: 17 0.18% 0% 1.16% 1.34% 1.06% 2.74%
Age-Based Conservative: 18 0.17% 0% 1.13% 1.33% 1.05% 2.74%
Age-Based Moderate: 13-14 0.20% 40% 4.97% 3.38% 4.13% 3.99%
Age-Based Moderate: 15 0.20% 30% 4.68% 3.29% 4.07% 3.97%
Age-Based Moderate: 16 0.19% 20% 3.17% 2.28% 2.73% 3.30%
Age-Based Moderate: 17 0.19% 10% 2.89% 2.18% 2.68% 3.27%
Age-Based Moderate: 18 0.19% 0% 2.59% 2.09% 2.62% 3.24%
Age-Based Customized: 13-14 0.60% 0% N/A N/A N/A N/A
Age-Based Customized: 15 0.60% 0% N/A N/A N/A N/A
Age-Based Customized: 16 0.60% 0% N/A N/A N/A N/A
Age-Based Customized: 17 0.60% 0% N/A N/A N/A N/A
Age-Based Customized: 18 0.60% 0% N/A N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Equity--10% International 0.19% 100% 17.60% 9.83% 13.37% 6.99%
Equity--30% International 0.19% 100% 18.70% 9.16% 12.49% N/A
Customized Static 0.60% 0% N/A N/A N/A N/A
70% Equity/30% Fixed Income 0.19% 70% 13.09% 7.55% N/A N/A
20% Equity/80% Fixed Income 0.20% 20% 4.41% 3.21% N/A N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Public Treasurers' Inv. Fund Utah Res. 0.00% 0% 1.29% 0.90% 0.76% 1.11%
Equity--100% Domestic 0.18% 100% 18.39% 10.62% 14.02% 7.16%
Fixed Income 0.15% 0% 0.26% 2.21% 1.48% 3.84%
Public Treasurers' Inv. Fund Non-Utah Res. 0.16% 0% 1.13% 0.73% 0.59% 0.87%
FDIC-Insured 0.16% 0% 1.37% 0.92% 0.72% 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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