YOUR GUIDE TO SAVING FOR COLLEGE

Achieve Montana

Expense Ratio

0.0%

2.7%

Investors in Achieve Montana 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 Option: Age 0-4 0.80% 100% 15.99% N/A N/A N/A
Age-Based Option: Age 5-10 0.81% 88% 13.94% N/A N/A N/A
Age-Based Option: Age 11-14 0.81% 66% 10.04% N/A N/A N/A
Age-Based Option: Age 15-17 0.83% 30% 4.26% N/A N/A N/A
Age-Based Option: Age 18+ 0.83% 0% -0.30% N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Income Portfolio 0.83% 0% -0.30% N/A N/A N/A
Aggressive Portfolio 0.80% 100% 15.99% N/A N/A N/A
Growth Portfolio 0.81% 88% 13.94% N/A N/A N/A
Moderate Portfolio 0.81% 66% 10.04% N/A N/A N/A
Conservative Portfolio 0.83% 30% 4.26% N/A N/A N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Savings Portfolio 0.67% 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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