Home > 529 Plans > West Virginia > Direct Sold > SMART529 Select Age-Based Portfolio 19+

Plan: SMART529 Select

Portfolio: SMART529 Select Age-Based Portfolio 19+

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Asset Allocation

Asset Class % Assets Category Avg.
US Stock 12.00% 11.11%
Foreign Stock 7.00% 4.08%
Real Estate 1.00% 0.78%
Bond 10.00% 45.24%
Short Term Bond 70.00% 15.00%
Cash / MM 0.00% 24.28%


Fees and Expenses (1 Year)

Total Expense Ratio
Fees vs. Performance

Growth of $10,000

Age-based Glidepath

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.

Each portfolio is assigned to a category of similar portfolios for comparison purposes. Read about our methodology for categorizing portfolios here.

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