YOUR GUIDE TO SAVING FOR COLLEGE

Florida 529 Savings Plan Enroll Now

Expense Ratio

0.0%

2.7%

Investors in Florida 529 Savings 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 0-4/14 or More Years to Enrollment 0.68% 100% 18.23% 8.36% 12.04% 6.55%
Age 5-8/10-13 Years to Enrollment 0.70% 75% 13.71% 7.11% 9.59% 6.33%
Age 9-12/6-9 Years to Enrollment 0.71% 50% 9.08% 5.68% 7.02% 5.77%
Age 13-15/3-5 Years to Enrollment 0.73% 25% 4.47% 4.08% 4.36% 4.95%
Age 16 & above/0-2 Years to Enrollment 0.75% 0% N/A 2.59% 1.77% 4.04%

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Blended Equity Portfolio 0.68% 100% 18.23% 8.36% 12.04% 6.56%
Balanced Portfolio 0.71% 50% 9.08% 5.68% 7.02% 5.81%

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Fixed Income Investment Option 0.75% 0% N/A 2.59% 1.77% 4.05%
Money Market Fund 0.00% 0% 1.08% 0.61% 0.40% 0.64%
Domestic Equity Index Fund 0.39% 100% 18.01% 10.28% N/A N/A
Large Cap Growth Fund 0.75% 100% 15.47% 8.49% N/A N/A
Large Cap Value Fund 0.75% 100% 18.77% 7.72% N/A N/A
Mid Cap Fund 0.75% 100% 17.45% 6.81% N/A N/A
Small Cap Fund 0.75% 100% 21.15% 9.91% N/A N/A
International (Developed Markets) Fund 0.75% 100% 19.72% 6.69% 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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