YOUR GUIDE TO SAVING FOR COLLEGE

Tomorrow's Scholar 529 Plan

Expense Ratio

0.0%

2.7%

Investors in Tomorrow's Scholar 529 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
Voya 529 Age 18+ Option 0.77% 70% 2.61% 2.61% N/A N/A
Voya 529 Age 17 Option 0.88% 85% 4.86% 3.61% N/A N/A
Voya 529 Age 16 Option 0.95% 10% 6.24% 4.26% N/A N/A
Voya 529 Age 15 Option 0.99% 25% 8.06% 5.08% N/A N/A
Voya 529 Age 13-14 Option 1.03% 35% 9.36% 5.59% N/A N/A
Voya 529 Age 11-12 Option 1.07% 45% 11.10% 6.05% N/A N/A
Voya 529 Age 9-10 Option 1.07% 55% 12.13% 6.32% N/A N/A
Voya 529 Age 5-8 Option 1.11% 65% 14.33% 7.05% N/A N/A
Voya 529 Age 0-4 Option 1.15% 95% 15.86% 7.38% N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Voya 529 Ultra Conservative Option 0.80% 10% 2.70% 2.64% N/A N/A
Voya 529 Conservative Plus Option 0.98% 35% 6.83% 4.42% N/A N/A
Voya 529 Balanced Option (formerly Moderate Growth) 1.08% 65% 11.19% 6.05% N/A N/A
Voya 529 Growth Plus Option 1.11% 85% 14.34% 7.03% N/A N/A
Voya 529 Aggressive Growth Option 1.14% 95% 16.02% 7.40% N/A N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Voya Large Cap Value Option 1.19% 100% 16.28% 6.33% N/A N/A
Columbia Dividend Opportunity Option 1.19% 100% 11.07% 6.51% N/A N/A
Columbia Limited Duration Credit Option 0.98% 0% 1.52% 1.54% N/A N/A
VY Clarion Global Real Estate Option 1.44% 100% -2.00% 3.30% N/A N/A
Voya Corporate Leaders 100 Option 0.92% 100% 17.43% 8.60% N/A N/A
Voya GNMA Income Option 1.07% 0% 0.19% 1.92% N/A N/A
Voya High Yield Bond Option 1.12% 0% 6.85% 4.93% N/A N/A
Voya Large Cap Growth Option 1.10% 100% 19.57% 11.35% N/A N/A
Voya Mid Cap Opportunities Option 1.41% 100% 15.17% 9.56% N/A N/A
BlackRock Global Allocation Option 1.30% 65% 10.36% 3.97% N/A N/A
Voya Small Cap Opportunities Option 1.57% 100% 16.92% 10.79% N/A N/A
TIAA-CREF Balanced Option 0.50% 65% 11.36% 7.51% N/A N/A
TIAA-CREF Bond Index Option 0.55% 0% -0.65% 2.16% N/A N/A
TIAA-CREF Equity Index Option 0.48% 100% 18.17% 10.25% N/A N/A
TIAA-CREF International Equity Index Option 0.49% 100% 18.49% 4.81% N/A N/A
TIAA-CREF Principal Protection Option 0.23% 0% 1.06% 1.01% N/A N/A
TIAA-CREF Small-Cap Blend Index Option 0.49% 100% 20.47% 11.95% N/A N/A
Voya Multi-Manager International Equity Option 1.39% 100% 15.05% 4.54% N/A N/A
Northern Small Cap Value Option 1.44% 100% 18.62% 11.92% N/A N/A
Voya Intermediate Bond Option 0.76% 0% 1.32% N/A N/A N/A
Voya Global Perspectives Option 1.26% 60% 9.02% N/A N/A N/A
Voya Multi-Manager Mid Cap Value Option 1.27% 100% 16.29% N/A N/A N/A

See detailed breakdown of sales charges and expenses by portfolio here.


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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Ameriprise Financial instructions

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Commonwealth Financial instructions

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Visit the 529 Plan Resource Center on RJ Net to access your Savingforcollege.com portal.

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Visit the 529 Department page on BairdWeb to access your Savingforcollege.com portal.

 

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