YOUR GUIDE TO SAVING FOR COLLEGE

USAA 529 College Savings Plan

Expense Ratio

0.0%

2.7%

Investors in USAA 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
Aggressive Growth (3-4 Years) 1.06% 84% 16.56% 7.41% 9.12% 5.08%
Growth (5-6 Years) 1.00% 71% 14.37% 6.81% 8.32% 5.18%
Moderately Aggressive (7-8 Years) 0.94% 60% 12.29% 6.21% 7.42% 5.40%
Moderate (9-11 Years) 0.88% 47% 10.22% 5.54% 6.56% 5.38%
Conservative (14-15 Years) 0.76% 21% 6.08% 3.91% 3.90% 4.42%
In College (18+ Years) 0.66% 0% 1.27% 1.46% 2.23% 3.33%
Very Aggressive Growth (0-2 Years) 1.14% 98% 0.30% 0.10% 0.06% N/A
Moderately Conservative (12-13 Years) 0.82% 34% 8.15% N/A N/A N/A
Very Conservative (16-17 Years) 0.69% 9% 19.43% N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Aggressive Growth 1.06% 84% 16.56% 7.41% 9.12% 5.08%
Growth 1.00% 71% 14.37% 6.81% 8.32% 5.18%
Moderately Aggressive 0.94% 60% 12.29% 6.21% 7.42% 5.40%
Moderate 0.88% 47% 10.22% 5.54% 6.56% 5.38%
Conservative 0.76% 21% 6.08% 3.91% 3.90% 4.42%
In College 0.66% 0% 1.27% 1.46% 2.23% 3.33%
Very Aggressive Growth 1.14% 98% 19.43% N/A N/A N/A
Moderately Conservative 0.82% 34% 8.15% N/A N/A N/A
Very Conservative 0.69% 9% 3.02% N/A N/A N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Preservation of Capital 0.51% 0% 0.30% 0.10% 0.06% 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