YOUR GUIDE TO SAVING FOR COLLEGE

Scholar's Edge Enroll Now

Expense Ratio

0.0%

2.7%

Investors in Scholar's Edge 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 Based Portfolio 100 1.16% 100% 19.08% 8.66% 11.85% 4.57%
Age Based Portfolio 80 1.14% 80% 15.66% 7.56% 10.02% 4.75%
Age Based Portfolio 60 1.10% 60% 12.25% 6.43% 8.07% 3.45%
Age Based Portfolio 40 1.05% 40% 8.51% 4.91% 5.84% 2.51%
Age Based Portfolio 20 1.00% 20% 4.78% 3.27% 3.48% 1.80%
Age Based Portfolio 10 0.96% 10% 2.99% 2.36% 2.29% 1.56%
Age Based Fixed Income Portfolio 0.94% 0% 1.26% N/A N/A N/A
Age Based Low Duration Fixed Income Portfolio 0.94% 0% 0.69% N/A N/A N/A
Aggressive Age-Based (Ages 12-14) (Age Based 40) 1.08% 40% 8.52% 4.91% 5.84% 2.49%
Aggressive Age-Based (Ages 15-17) (Age Based 20) 1.02% 20% 4.84% 3.33% 3.50% 1.85%
Aggressive Age-Based (Ages 18+) (Age Based Fixed Income) 0.96% 10% 2.99% 2.36% 2.29% 1.56%
Aggressive Age-Based (Ages 6-8) (Age Based 80) 1.12% 80% 15.57% 7.52% 9.99% 4.73%
Aggressive Age-Based (Ages 9-11) (Age Based 60) 1.12% 60% 12.26% 6.42% 8.07% 3.43%
Aggressive Age-Based (Newborn to Age 5) (Age Based 100) 1.11% 100% 19.08% 8.66% 11.85% 4.57%
Balanced Age-Based (Ages 12-14) (Age Based 10) 0.96% 10% 2.99% 2.36% 2.29% 1.56%
Balanced Age-Based (Ages 15-17) (Age Based Fixed Income) 0.94% 0% 1.26% N/A N/A N/A
Balanced Age-Based (Ages 18+) (Age Based Low Duration) 0.85% 0% 0.69% N/A N/A N/A
Balanced Age-Based (Ages 6-8) (Age Based 40) 1.08% 40% 8.52% 4.91% 5.84% 2.49%
Balanced Age-Based (Ages 9-11) (Age Based 20) 1.02% 20% 4.84% 3.33% 3.50% 1.85%
Balanced Age-Based (Newborn to Age 5) (Age Based 60) 1.12% 60% 12.26% 6.42% 8.07% 3.43%
Growth Age-Based (Ages 12-14) (Age Based 20) 1.02% 20% 4.84% 3.33% 3.50% 1.85%
Growth Age-Based (Ages 15-17) (Age Based 10) 0.96% 10% 2.99% 2.36% 2.29% 1.56%
Growth Age-Based (Ages 18+) (Age Based Fixed Income) 0.94% 0% 1.26% N/A N/A N/A
Growth Age-Based (Ages 6-8) (Age Based 60) 1.12% 60% 12.26% 6.42% 8.07% 3.43%
Growth Age-Based (Ages 9-11) (Age Based 40) 1.08% 40% 8.52% 4.91% 5.84% 2.49%
Growth Age-Based (Newborn to Age 5) (Age Based 80) 1.12% 80% 15.57% 7.52% 9.99% 4.73%

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Portfolio 100 (formerly Aggressive Portfolio) 1.16% 100% 19.15% 8.67% 11.86% 4.57%
Portfolio 80 (formerly Moderately Aggressive Portfolio) 1.14% 80% 15.66% 7.56% 10.02% 4.75%
Portfolio 60 (formerly Moderate Portfolio) 1.10% 60% 12.25% 6.43% 8.07% 3.45%
Portfolio 40 (formerly Conservative Portfolio) 1.05% 40% 8.51% 4.91% 5.84% 2.51%
Portfolio 20 (formerly Ultra Conservative Portfolio) 1.00% 20% 4.78% 3.27% 3.48% 1.80%
Portfolio 10 (formerly School Years Portfolio) 0.96% 10% 2.99% 2.36% 2.28% 1.56%
Capital Preservation Portfolio 0.46% 0% 0.83% 0.78% 1.09% N/A
Fixed Income Portfolio 0.94% 0% 1.26% N/A N/A N/A
Low Duration Fixed Income Portfolio 0.94% 0% 0.79% N/A N/A N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Institutional Government Money Market Portfolio 0.36% 0% 0.39% 0.17% 0.10% 0.47%
Value Portfolio 0.97% 100% 16.76% 7.32% 11.69% 4.36%
Main Street Mid-Cap Portfolio 1.12% 100% 12.56% 6.80% 12.14% 6.73%
Global Strategic Income Portfolio 1.04% 0% 4.39% 2.71% 2.75% 4.26%
American Century Diversified Bond Portfolio 1.15% 0% -0.54% 1.91% 1.28% -2.20%
Main Street Portfolio 0.95% 100% 19.02% 10.69% N/A N/A
Discovery Portfolio 1.13% 100% 19.13% 11.19% N/A N/A
International Diversified Portfolio 1.34% 100% 19.01% 7.72% N/A N/A
International Growth Portfolio 1.15% 100% 15.36% 6.79% N/A N/A
Global Portfolio 1.16% 100% 26.90% 9.55% N/A N/A
Global Opportunities Portfolio 1.20% 100% 30.08% 19.99% N/A N/A
Developing Markets Portfolio 1.33% 100% 21.53% 3.06% N/A N/A
Gold & Special Minerals Portfolio 1.18% 100% -12.11% 4.40% N/A N/A
Real Estate Portfolio 1.34% 100% -2.05% 8.69% N/A N/A
Limited Term Government Portfolio 0.93% 0% -0.29% 0.56% N/A N/A
International Bond Portfolio 1.04% 0% 4.65% 3.50% N/A N/A
Senior Floating Rate Portfolio 1.25% 0% 5.47% 3.61% N/A N/A
Dreyfus Research Growth Portfolio 1.23% 100% 14.66% 8.45% 11.20% 4.63%
Capital Income Portfolio 1.05% 60% 6.29% N/A N/A N/A
Main Street Small Cap Portfolio 1.23% 100% 21.98% N/A N/A N/A
Monetta Young Investor Portfolio 1.71% 100% 18.83% N/A N/A N/A
International Small-Mid Company Portfolio 1.43% 100% 22.79% N/A N/A N/A
Global Value Portfolio 1.31% 100% 21.64% N/A N/A N/A
MainStay High Yield Corporate Bond Portfolio 1.15% 0% 6.83% N/A N/A N/A
Limited Term Bond Portfolio 0.84% 0% 1.37% N/A N/A N/A
Dividend Opportunity Portfolio 1.15% 100% N/A N/A N/A N/A

See detailed breakdown of sales charges and expenses by portfolio here.


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.

Access exclusive tools and resources for professionals only

Access our exclusive content, reports, calculators and sales leads with a Premium Subscription.

Free for Ameriprise Financial, Commonwealth Financial, Morgan Stanley, Raymond James and RW Baird.

Ameriprise Financial instructions

Consult with your office/branch manager for instructions.

Commonwealth Financial instructions

Commonwealth Financial Advisors, you will find your Savingsforcollege.com portal on CommunityLink in the Financial Planning Playbook under Education Planning Tools.

LPL Financial instructions

Visit the Education Planning page in the LPL BranchNet Resource Center to access your Savingforcollege.com portal.

Morgan Stanley instructions

Visit Tools and Forms in the Education Savings Products page in 3DResources to access your Savingforcollege.com portal.

Raymond James instructions

Visit the 529 Plan Resource Center on RJ Net to access your Savingforcollege.com portal.

RW Baird instructions

Visit the 529 Department page on BairdWeb to access your Savingforcollege.com portal.

 

Reset email successfully sent.
Please check your inbox.

Close
page loadtime mark

Advertisement


close