YOUR GUIDE TO SAVING FOR COLLEGE

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Expense Ratio

0.0%

2.7%

Investors in Invest529 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
2021 Portfolio 0.39% 41% 7.12% 3.18% 6.18% 3.47%
2018 Portfolio 0.32% 25% 3.74% 2.23% 4.99% 3.19%
2024 Portfolio 0.45% 50% 9.26% 3.77% 7.09% 3.72%
2027 Portfolio 0.50% 60% 10.71% 3.99% 7.83% N/A
2030 Portfolio 0.55% 70% 12.40% 4.42% 8.54% N/A
2033 Portfolio 0.61% 81% 13.81% 4.65% N/A N/A
2036 Portfolio 0.63% 80% N/A N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Aggressive Growth 0.25% 80% 14.66% 7.52% 9.84% 4.86%
Moderate Growth 0.24% 60% 10.76% 6.41% 7.94% 4.77%
Conservative Income 0.22% 20% 3.18% 3.91% 3.97% 3.91%
Active Aggressive 0.63% 81% 13.18% N/A N/A N/A
Active Moderate 0.47% 50% 9.40% N/A N/A N/A
Active Conservative 0.35% 25% 5.46% N/A N/A N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Stable Value 0.16% 0% 1.73% 1.61% 1.49% 2.62%
Total Stock Market Index 0.12% 100% 18.56% 10.56% 14.02% 7.50%
Total Bond Market Index 0.14% 0% -0.22% 2.50% 1.84% 4.07%
Total International Stock Index 0.20% 100% 19.20% 5.17% 7.33% 1.14%
Inflation Protected Securities 0.17% 0% -1.09% 1.47% -0.17% 3.60%
REIT Index Fund 0.20% 100% 0.38% 9.43% 9.36% 5.86%
Socially Targeted 0.77% 100% 13.06% 8.92% 13.55% N/A
FDIC-Insured Portfolio 0.10% 0% N/A N/A N/A N/A

Data as of 06/30/2017.

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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