YOUR GUIDE TO SAVING FOR COLLEGE

TD Ameritrade 529 College Savings Plan

Expense Ratio

0.0%

2.7%

Investors in TD Ameritrade 529 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
Age-Based Aggressive 0-5 0.64% 95% 17.32% 8.89% 11.58% N/A
Age-Based Aggressive 6-10 0.65% 25% 15.29% 8.11% 10.32% N/A
Age-Based Aggressive 11-14 0.65% 85% 11.53% 6.63% 8.08% N/A
Age-Based Aggressive 15-18 0.64% 65% 7.80% 5.04% 5.74% N/A
Age-Based Aggressive 19+ 0.61% 45% 4.00% 3.34% 3.34% N/A
Age-Based Growth 0-5 0.65% 85% 15.22% 8.11% 10.32% N/A
Age-Based Growth 6-10 0.65% 15% 11.53% 6.63% 8.08% N/A
Age-Based Growth 11-14 0.64% 65% 7.80% 5.04% 5.74% N/A
Age-Based Growth 15-18 0.61% 45% 4.00% 3.34% 3.34% N/A
Age-Based Growth 19+ 0.61% 25% 2.35% 2.18% 1.19% N/A
Age-Based Index 0-5 0.54% 65% 10.74% 6.45% 8.03% N/A
Age-Based Index 6-10 0.55% 5% 7.17% 4.99% 5.83% N/A
Age-Based Index 11-14 0.56% 45% 3.81% 3.46% 3.60% N/A
Age-Based Index 15-18 0.57% 25% 2.26% 2.28% 1.42% N/A
Age-Based Index 19+ 0.59% 15% 0.76% 1.00% 0.58% N/A
Age-Based Conservative 0-5 0.64% 45% 7.80% 5.04% 5.74% N/A
Age-Based Conservative 6-10 0.61% 0% 4.00% 3.34% 3.34% N/A
Age-Based Conservative 11-14 0.61% 25% 2.35% 2.18% 1.19% N/A
Age-Based Conservative 15-18 0.61% 15% 0.76% 0.93% 0.46% N/A
Age-Based Conservative 19+ 0.64% 5% 0.10% 0.10% -0.04% N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Conservative Static 0.60% 25% 3.99% 3.33% 3.37% N/A
Balanced Index Static 0.54% 50% 7.96% 5.46% 6.51% N/A
Growth Static 0.65% 85% 15.29% 8.11% 10.32% N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Vanguard Short-Term Bond Index 0.53% 0% -0.09% 0.98% 0.64% N/A
Vanguard REIT Index 0.59% 100% -0.05% 9.01% 8.98% N/A
Tributary Small Company 1.48% 100% 16.62% 12.45% 13.47% N/A
Vanguard Total Stock Market Index 0.51% 100% 18.09% 10.19% 13.64% N/A
T. Rowe Price Large Cap Growth 1.05% 100% 30.10% 14.46% 17.28% N/A
iShares Russell 2000 Growth Index ETF 0.74% 100% 20.23% 11.55% 13.58% N/A
Vanguard Equity Income 0.66% 100% 16.21% 9.77% 12.84% N/A
State Street S&P 500 Index 0.51% 100% 18.04% 10.26% 13.65% N/A
Vanguard Russell 1000 Value Index 0.57% 100% 14.53% 7.90% 12.55% N/A
Vanguard Extended Market Index 0.54% 100% 18.47% 9.95% 13.69% N/A
State Street MSCI ACWI Ex-US Index 0.58% 100% 19.02% 4.14% 6.39% N/A
Vanguard FTSE Emerging Markets ETF 0.63% 100% 17.54% 3.57% 3.13% N/A
Vanguard Total Bond Market Index 0.52% 0% -0.64% 2.13% 1.49% N/A
MetWest Total Return Bond 0.87% 0% -0.10% N/A N/A N/A
DFA World ex-US Government 0.69% 0% -2.18% N/A N/A N/A
Goldman Sachs Financial Square Government Money Market 0.67% 0% 0.20% N/A N/A N/A
Vanguard Short-Term Inflation-Protected Index 0.53% 0% N/A 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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