YOUR GUIDE TO SAVING FOR COLLEGE

SMART529 WV Direct College Savings Plan

Expense Ratio

0.0%

2.7%

Investors in SMART529 WV Direct 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
SMART529 WV Direct Age-Based 0-8 0.08% 80% 14.76% 7.64% 9.94% 4.96%
SMART529 WV Direct Age-Based 9-13 0.10% 66% 11.93% 6.61% 8.31% 4.74%
SMART529 WV Direct Age-Based 14-15 0.09% 50% 9.13% 5.55% 6.71% 4.65%
SMART529 WV Direct Age-Based 18+ 0.26% 16% 3.83% 2.82% 3.16% 2.23%
SMART529 WV Direct Age-Based 16-17 0.24% 26% 5.50% 3.57% 4.24% N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
SMART529 WV Direct Aggressive Growth Portfolio 0.09% 100% 18.82% 8.90% 12.11% 4.91%
SMART529 WV Direct Conservative Balanced Portfolio 0.26% 16% 3.86% 2.85% 3.18% 2.39%
SMART529 WV Direct Conservative Bond Portfolio 0.25% 21% 1.06% 1.79% 1.53% 3.15%
SMART529 WV Direct Growth Portfolio 0.08% 80% 14.76% 7.66% 9.95% 4.98%
SMART529 WV Direct Balanced Portfolio 0.10% 66% 11.87% 6.62% 8.28% 4.71%

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
The SMART529 Stable Value Fund 0.34% 0% 1.67% 1.59% 1.62% 2.74%
The SMART529 500 Index Fund 0.07% 100% 18.49% 10.58% 13.94% 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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