YOUR GUIDE TO SAVING FOR COLLEGE

Edvest Enroll Now

Expense Ratio

0.0%

2.7%

Investors in Edvest 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
Aggressive Age-Based Option: Age Band 18+ 0.30% 30% 7.11% 4.61% N/A N/A
Aggressive Age-Based Option: Age Band 17 0.29% 35% 7.98% 5.04% N/A N/A
Aggressive Age-Based Option: Age Band 16 0.28% 40% 8.72% 5.38% N/A N/A
Aggressive Age-Based Option: Age Band 15 0.28% 45% 9.46% 5.67% N/A N/A
Aggressive Age-Based Option: Age Band 13-14 0.22% 51% 9.31% 5.94% N/A N/A
Aggressive Age-Based Option: Age Band 11-12 0.21% 60% 11.19% 6.65% N/A N/A
Aggressive Age-Based Option: Age Band 9-10 0.20% 70% 13.02% 7.33% N/A N/A
Aggressive Age-Based Option: Age Band 5-8 0.19% 80% 14.73% 7.98% N/A N/A
Aggressive Age-Based Option: Age Band 0-4 0.18% 90% 16.45% 8.60% N/A N/A
Age-Based Option: Age Band 18+ 0.31% 15% 4.30% 3.04% N/A N/A
Age-Based Option: Age Band 17 0.32% 20% 5.41% 3.77% N/A N/A
Age-Based Option: Age Band 16 0.31% 26% 6.32% 4.21% N/A N/A
Age-Based Option: Age Band 15 0.30% 30% 7.13% 4.59% N/A N/A
Age-Based Option: Age Band 13-14 0.28% 40% 8.78% 5.46% N/A N/A
Age-Based Option: Age Band 11-12 0.22% 51% 9.15% 5.89% N/A N/A
Age-Based Option: Age Band 9-10 0.21% 60% 11.04% 6.60% N/A N/A
Age-Based Option: Age Band 5-8 0.20% 70% 12.86% 7.30% N/A N/A
Age-Based Option: Age Band 0-4 0.19% 80% 14.69% 8.01% N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Index-Based Conservative Portfolio 0.28% 30% 4.63% 3.69% N/A N/A
Index-Based Moderate Portfolio 0.22% 51% 9.22% 5.94% N/A N/A
Index-Based Aggressive Portfolio 0.19% 90% 14.31% 7.80% N/A N/A
Active-Based Conservative Portfolio 0.41% 30% 5.66% 3.69% N/A N/A
Active-Based Moderate Portfolio 0.38% 51% 9.66% 5.71% N/A N/A
Active-Based Aggressive Portfolio 0.34% 90% 15.13% 7.73% N/A N/A
Balanced Portfolio 0.15% 65% 11.99% 7.89% N/A N/A
International Equity Index Portfolio 0.17% 100% 19.62% 5.31% N/A N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Bank CD Portfolio 0.08% 0% 0.54% 0.28% 0.19% N/A
Bond Index Portfolio 0.20% 0% -0.27% 2.53% N/A N/A
Social Choice Portfolio 0.27% 100% 18.40% 9.40% N/A N/A
Large-Cap Stock Index Portfolio 0.13% 100% 18.42% 10.67% N/A N/A
U.S. Equity Active Portfolio 0.27% 100% 19.49% 10.21% N/A N/A
Small Cap Stock Index Portfolio 0.14% 100% 20.86% 12.36% N/A N/A
Principal Plus Interest Portfolio 0.00% 0% 1.34% 1.22% 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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