YOUR GUIDE TO SAVING FOR COLLEGE

Connecticut Higher Education Trust (CHET) Enroll Now

Expense Ratio

0.0%

2.7%

Investors in Connecticut Higher Education Trust (CHET) 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
Moderate Managed Allocation Option: Age Band 18+ 0.30% 20% N/A N/A N/A N/A
Aggressive Managed Allocation Option: Age Band 18+ 0.32% 31% N/A N/A N/A N/A
Conservative Managed Allocation Option: Age Band 18+ 0.20% 0% N/A N/A N/A N/A
Aggressive Managed Allocation Option: Age Band 0-4 0.28% 87% N/A N/A N/A N/A
Aggressive Managed Allocation Option: Age Band 5-8 0.29% 81% N/A N/A N/A N/A
Aggressive Managed Allocation Option: Age Band 9-10 0.30% 77% N/A N/A N/A N/A
Aggressive Managed Allocation Option: Age Band 11-12 0.31% 69% N/A N/A N/A N/A
Aggressive Managed Allocation Option: Age Band 13-14 0.33% 60% N/A N/A N/A N/A
Aggressive Managed Allocation Option: Age Band 15 0.35% 53% N/A N/A N/A N/A
Aggressive Managed Allocation Option: Age Band 16 0.35% 45% N/A N/A N/A N/A
Aggressive Managed Allocation Option: Age Band 17 0.34% 38% N/A N/A N/A N/A
Conservative Managed Allocation Option: Age Band 0-4 0.36% 50% N/A N/A N/A N/A
Conservative Managed Allocation Option: Age Band 5-8 0.36% 45% N/A N/A N/A N/A
Conservative Managed Allocation Option: Age Band 9-10 0.37% 37% N/A N/A N/A N/A
Conservative Managed Allocation Option: Age Band 11-12 0.39% 28% N/A N/A N/A N/A
Conservative Managed Allocation Option: Age Band 13-14 0.40% 23% N/A N/A N/A N/A
Conservative Managed Allocation Option: Age Band 15 0.36% 17% N/A N/A N/A N/A
Conservative Managed Allocation Option: Age Band 16 0.30% 14% N/A N/A N/A N/A
Conservative Managed Allocation Option: Age Band 17 0.28% 9% N/A N/A N/A N/A
Moderate Managed Allocation Option: Age Band 0-4 0.32% 78% N/A N/A N/A N/A
Moderate Managed Allocation Option: Age Band 5-8 0.33% 67% N/A N/A N/A N/A
Moderate Managed Allocation Option: Age Band 9-10 0.37% 55% N/A N/A N/A N/A
Moderate Managed Allocation Option: Age Band 11-12 0.37% 47% N/A N/A N/A N/A
Moderate Managed Allocation Option: Age Band 13-14 0.36% 38% N/A N/A N/A N/A
Moderate Managed Allocation Option: Age Band 15 0.36% 34% N/A N/A N/A N/A
Moderate Managed Allocation Option: Age Band 16 0.36% 29% N/A N/A N/A N/A
Moderate Managed Allocation Option: Age Band 17 0.34% 24% N/A N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
High Equity Balanced Option 0.29% 80% 15.35% 6.95% 9.26% 4.74%
Global Equity Index Option 0.21% 100% 19.16% 7.57% 10.36% 4.22%
Active Fixed-Income Option 0.58% 0% 3.93% 2.41% 2.14% 4.27%
Active Global Equity Option 0.79% 100% 19.86% 9.14% 11.36% N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Principal Plus Interest Option 0.00% 0% 1.67% 1.61% 1.56% 2.23%
Social Choice Option 0.32% 100% 18.37% 9.35% 13.71% N/A
Money Market Option 0.14% 0% 0.49% 0.20% 0.12% N/A
Index Fixed-Income Option 0.25% 0% -0.33% 2.45% 1.76% N/A
U.S. Equity Index Option 0.18% 100% 18.57% N/A N/A N/A
International Equity Index Option 0.19% 100% 18.80% N/A N/A N/A
Global Tactical Asset Allocation Option 1.12% 60% 8.44% N/A 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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