YOUR GUIDE TO SAVING FOR COLLEGE

Texas College Savings Plan Enroll Now

Expense Ratio

0.0%

2.7%

Investors in Texas College 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
Blended Age Based 0-6 Years Portfolio 0.94% 90% 18.71% 8.09% 10.48% N/A
Blended Age Based 7-9 Years Portfolio 0.89% 70% 14.06% 6.82% 8.35% N/A
Blended Age Based 10-11 Years Portfolio 0.86% 60% 11.77% 6.05% 7.19% N/A
Blended Age Based 12-14 Years Portfolio 0.84% 50% 9.50% 5.28% 6.03% N/A
Blended Age Based 15-17 Years Portfolio 0.77% 30% 5.13% 3.62% 3.69% N/A
Blended Age Based 18 Years and Over Portfolio 0.71% 10% 1.00% 2.14% 1.61% N/A
Index Age Based 0-6 Years Portfolio 0.59% 90% 16.38% 7.88% 10.79% N/A
Index Age Based 7-9 Years Portfolio 0.60% 70% 12.30% 6.55% 8.52% N/A
Index Age Based 10-11 Years Portfolio 0.60% 60% 10.28% 5.89% 7.38% N/A
Index Age Based 12-14 Years Portfolio 0.60% 50% 8.32% 5.25% 6.29% N/A
Index Age Based 15-17 Years Portfolio 0.61% 30% 4.53% 3.65% 3.89% N/A
Index Age Based 18 Years and Over Portfolio 0.60% 10% 0.90% 2.18% 1.78% N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Blended 100% Equity Portfolio 0.99% 100% 21.22% 8.74% 11.50% N/A
Blended Balanced Portfolio 0.86% 60% 11.71% 5.97% 7.13% N/A
Index 100% Equity Portfolio 0.59% 100% 18.38% 8.44% 11.76% N/A
Index Balanced Portfolio 0.60% 60% 10.23% 5.84% 7.38% N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Inflation Protected Bond Portfolio 0.74% 0% -1.80% 1.02% -0.44% N/A
Fixed Income Portfolio 0.67% 0% -0.74% 1.99% 1.44% N/A
U.S. Government Money Market Portfolio 0.66% 0% 0.50% 0.23% 0.14% 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.

 

Reset email successfully sent.
Please check your inbox.

Close
page loadtime mark

Advertisement


close