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.
- Program typeSavings
- Inception1999, substantially changed in 2021
- State agencyCollegeInvest, a division of the Colorado Department of Higher Education
- Tax deduction
- Program ManagerTIAA-CREF Tuition Financing, Inc.
- Program distributorNuveen Securities, LLC
Investors in Scholars Choice Education Savings Plan can select from the following investment options. Click on a portfolio name for more information.
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.
|Portfolio||E.R.||% Equity||1YR Performance|
|2038 / 2039 Enrollment Portfolio||0.75%||80%||-19.92%|
|2036 / 2037 Enrollment Portfolio||0.75%||80%||-19.92%|
|2034 / 2035 Enrollment Portfolio||0.75%||78.1%||-19.41%|
|2032 / 2033 Enrollment Portfolio||0.76%||69.8%||-18.99%|
|2030 / 2031 Enrollment Portfolio||0.76%||65.6%||-18.59%|
|2028 / 2029 Enrollment Portfolio||0.76%||59.3%||-17.68%|
|2026 / 2027 Enrollment Portfolio||0.76%||46.7%||-16.43%|
|2024 / 2025 Enrollment Portfolio||0.75%||37.2%||-13.49%|
|2022 / 2023 Enrollment Portfolio||0.64%||26.8%||-9.45%|
|In School Portfolio||0.61%||15%||-7.82%|