YOUR GUIDE TO SAVING FOR COLLEGE

Future Scholar 529 College Savings Plan (Direct-sold) Enroll Now

Expense Ratio

0.0%

2.7%

Investors in Future Scholar 529 College Savings Plan (Direct-sold) 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 0-5 Years Old 0.16% 90% 17.10% 9.29% 11.76% 5.79%
Aggressive 6-8 Years Old 0.15% 80% 15.03% 8.61% 10.72% 5.60%
Aggressive 9-11 Years Old 0.12% 60% 11.25% 7.26% 8.62% 5.16%
Aggressive 12-15 Years Old 0.11% 50% 9.36% 6.42% 7.49% 5.11%
Aggressive 16-17 Years Old 0.09% 30% 5.61% 4.43% 4.91% 3.93%
Aggressive 18+ Years Old 0.09% 15% 2.85% 2.78% 2.96% 2.82%
Moderate 0-5 Years Old 0.15% 80% 15.03% 8.61% 10.72% 5.60%
Moderate 6-8 Years Old 0.12% 60% 11.25% 7.26% 8.62% 5.16%
Moderate 9-11 Years Old 0.11% 50% 9.36% 6.42% 7.49% 5.11%
Moderate 12-15 Years Old 0.09% 30% 5.61% 4.43% 4.91% 3.93%
Moderate 16-17 Years Old 0.09% 15% 2.85% 2.78% 2.96% 2.82%
Moderate 18+ Years Old 0.07% 0% N/A 1.15% 0.81% N/A
Conservative 0-5 Years Old 0.12% 60% 11.25% 7.26% 8.62% 5.16%
Conservative 6-8 Years Old 0.11% 50% 9.36% 6.42% 7.49% 5.11%
Conservative 9-11 Years Old 0.09% 30% 5.61% 4.43% 4.91% 3.93%
Conservative 12-15 Years Old 0.90% 15% 2.85% 2.78% 2.96% 2.82%
Conservative 16+ Years Old 0.07% 0% N/A 1.15% 0.81% N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Future Scholar Aggressive Growth Portfolio 0.16% 90% 17.10% 9.29% 11.76% 5.79%
Future Scholar Growth Portfolio 0.15% 80% 15.03% 8.61% 10.72% 5.60%
Future Scholar Moderate Growth Portfolio 0.12% 60% 11.25% 7.26% 8.62% 5.16%
Future Scholar Moderate Portfolio 0.11% 50% 9.36% 6.42% 7.49% 5.11%
Future Scholar Moderately Conservative Portfolio 0.09% 30% 5.61% 4.43% 4.91% 3.93%
Future Scholar Conservative Portfolio 0.09% 15% 2.85% 2.78% 2.96% 2.82%
Future Scholar College Portfolio 0.07% 0% N/A 1.15% 0.81% N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Future Scholar Large Cap Index Portfolio 0.20% 100% 18.37% 10.61% 14.00% 7.15%
Future Scholar Mid Cap Index Portfolio 0.20% 100% 17.29% 10.94% 14.18% 8.71%
Future Scholar Small Cap Index Portfolio 0.20% 100% 20.88% 13.81% 15.33% 9.01%
Future Scholar Legacy Capital Preservation Portfolio 0.14% 0% 0.60% 0.60% 0.80% 1.84%
Future Scholar International Equity Index Portfolio 0.07% 100% 19.30% 5.88% 7.48% N/A
Future Scholar Bond Index Portfolio 0.02% 0% -0.27% 2.58% 1.91% N/A
Future Scholar Short Term Bond Index Portfolio 0.06% 0% 0.38% 1.46% 1.11% N/A
Future Scholar TIPS Bond ETF Portfolio 0.20% 0% -1.09% 1.45% -0.08% N/A
Future Scholar Ultra Short Term Bond Portfolio 0.25% 0% 1.27% 0.89% 0.67% N/A
Future Scholar Bank Deposit Portfolio 0.00% 0% 0.81% 0.42% 0.29% 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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