YOUR GUIDE TO SAVING FOR COLLEGE

SSGA Upromise 529 Plan

Expense Ratio

0.0%

2.7%

Investors in SSGA Upromise 529 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
SSGA College 2030 Portfolio 0.50% 75% 11.91% 6.48% 8.67% N/A
SSGA College 2027 Portfolio 0.48% 60% 9.20% 5.73% 7.87% N/A
SSGA College 2024 Portfolio 0.45% 45% 6.45% 4.71% 6.43% N/A
SSGA College 2021 Portfolio 0.43% 31% 3.25% 3.28% 4.70% N/A
SSGA College 2018 Portfolio 0.42% 0% 0.34% 1.52% 2.62% N/A
SSGA College Today Portfolio 0.43% 0% 0.69% 0.46% 0.43% N/A
SSGA College 2033 Portfolio 0.47% 80% 13.32% N/A N/A N/A
SSGA College 2036 Portfolio 0.52% 80% N/A N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
SSGA Aggressive Portfolio 0.55% 100% 16.75% 8.24% 10.63% N/A
SSGA Moderate Portfolio 0.48% 50% 8.44% 5.39% 6.42% N/A
SSGA Conservative Portfolio 0.42% 0% 0.58% 0.71% 0.65% N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Savings Portfolio 0.29% 0% 0.77% 0.64% 0.64% N/A
SPDR S&P 500 ETF Trust Portfolio 0.33% 100% 17.81% 10.18% 13.46% N/A
SPDR S&P MidCap 400 ETF Trust Portfolio 0.49% 100% 16.38% 10.30% 13.38% N/A
SPDR S&P 600 Small Cap ETF Portfolio 0.39% 100% 20.02% 13.18% 14.65% N/A
SPDR S&P World ex-US ETF Portfolio 0.58% 100% 18.46% 5.13% 7.56% N/A
SPDR S&P International Small Cap ETF Portfolio 0.64% 100% 15.49% 8.60% 9.75% N/A
SPDR S&P Emerging Markets ETF Portfolio 0.83% 100% 20.62% 4.51% 4.28% N/A
SPDR S&P Emerging Markets Small Cap ETF Portfolio 0.89% 100% 16.62% 3.40% 4.35% N/A
SPDR Dow Jones REIT ETF Portfolio 0.49% 100% -1.29% 8.53% 8.38% N/A
SPDR Dow Jones International Real Estate ETF Portfolio 0.83% 100% N/A 1.93% 4.35% N/A
SPDR Bloomberg Barclays Aggregate Bond ETF Portfolio 0.32% 0% -0.18% 2.29% 1.70% N/A
SPDR Bloomberg Barclays TIPS ETF Portfolio 0.39% 0% -1.56% 1.15% -0.45% N/A
SPDR Citi International Government Inflation-Protected Bond ETF Portfolio 0.74% 0% 1.59% -0.10% -0.10% N/A
SPDR Bloomberg Barclays High Yield Bond ETF Portfolio 0.64% 0% 7.27% 3.21% 4.15% N/A
SPDR Bloomberg Barclays Short Term Corporate Bond ETF Portfolio 0.36% 0% 1.04% 1.22% 1.01% N/A
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF Portfolio 0.38% 0% 0.20% -0.17% -0.28% 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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