YOUR GUIDE TO SAVING FOR COLLEGE

Vermont Higher Education Investment Plan

Expense Ratio

0.0%

2.7%

Investors in Vermont Higher Education Investment 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 5 (15-17 Years) 0.39% 30% 5.13% N/A N/A N/A
Age Band 6 (18+) 0.39% 16% 3.19% N/A N/A N/A
Age Band 4 (12-14 Years) 0.39% 44% 7.38% N/A N/A N/A
Age Band 3 (8-11 Years) 0.39% 58% 9.78% N/A N/A N/A
Age Band 2 (4-7 Years) 0.39% 72% 12.40% N/A N/A N/A
Age Band 1 (0-3 Years) 0.39% 78% 13.19% N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Diversified Equity Portfolio 0.39% 100% 17.29% N/A N/A N/A
Equity Index Portfolio 0.39% 100% 19.35% N/A N/A N/A
Balanced Portfolio 0.39% 61% 10.44% N/A N/A N/A
Fixed-Income Portfolio 0.39% 0% 0.47% N/A N/A N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Federated Treasury Obligations Portfolio 0.06% 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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