Scholars Choice Education Savings Plan

Colorado's Scholars Choice Education Savings Plan (formerly known as Colorado Scholars Choice College Savings Program) is sold exclusively through advisors. The plan's management changed from Legg Mason to TIAA-CREF Tuition Financing, Inc. in July 2021. The plan features enrollment year, target allocation, and individual fund portfolio options. To find a financial advisor in your area, use the Directory of Financial Professionals.

Fee Score

5 / 5

Performance

N/A
  • Program type
    Savings
  • Inception
    1999, substantially changed in 2021
  • State agency
    CollegeInvest, a division of the Colorado Department of Higher Education
  • Tax deduction
  • Program Manager
    TIAA-CREF Tuition Financing, Inc.
  • Program distributor
    Nuveen Securities, LLC

Investment Options

Investors in Scholars Choice Education Savings Plan can select from the following investment options. Click on a portfolio name for more information.

Age Based Investment Optionsaccordion open icon

Sometimes referred to as the enrollment-based option, this is an investment approach where your asset allocation is programmed to change over time. Accounts for young beneficiaries are invested aggressively and accounts for beneficiaries with college right around the corner are invested much more conservatively. In some 529 plans, the age-based option operates by automatically transferring your investment from one static portfolio to another at certain points in time. Others utilize lifecycle funds or employ lifecycle-type tactics within the portfolio containing your investment so that it is not necessary to transfer your investment between portfolios.

PortfolioE.R.% Equity1YR PerformanceRank
2038 / 2039 Enrollment Portfolio0.75%80%N/AN/A
2036 / 2037 Enrollment Portfolio0.75%80%N/AN/A
2034 / 2035 Enrollment Portfolio0.75%78.1%N/AN/A
2032 / 2033 Enrollment Portfolio0.76%69.8%N/AN/A
2030 / 2031 Enrollment Portfolio0.76%65.6%N/AN/A
2028 / 2029 Enrollment Portfolio0.76%59.3%N/AN/A
2026 / 2027 Enrollment Portfolio0.76%46.7%N/AN/A
2024 / 2025 Enrollment Portfolio0.73%37.2%N/AN/A
2022 / 2023 Enrollment Portfolio0.65%26.8%N/AN/A
In School Portfolio0.61%15%N/AN/A
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
A good place to start:
A good place to start:
See the best 529 plans, personalized for you
See the best 529 plans, personalized for you
Get Started