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Home > 529 Plans > Utah > Direct Sold > Age-Based Moderate: 0-3

Plan: Utah Educational Savings Plan (UESP)

Portfolio: Age-Based Moderate: 0-3

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Asset Allocation

Asset Class % Assets Category Avg.
US Stock 56.00% 58.52%
Foreign Stock 24.00% 21.50%
Real Estate 0.00% 2.21%
Bond 12.00% 16.69%
Short Term Bond 8.00% 0.67%
Cash / MM 0.00% 0.60%

Performance


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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