South Carolina's Future Scholar 529 College Savings Plan (Advisor-sold) features an extensive menu of age-based and static portfolio options utilizing mutual funds from Columbia and a number of other fund families. Although sharing the same program name, the advisor-sold Future Scholar is significantly different from South Carolina's direct-sold Future Scholar, using actively-managed funds and index funds. To find a financial advisor in your area, use the Directory of Financial Professionals.
- Program typeSavings
- Inception2002
- State agencyOffice of the State Treasurer
- Tax deduction
- Program ManagerColumbia Management Investment Advisors, LLC
- Program distributorColumbia Management Investment Distributors, Inc.
Moderate 8-9 Years (Moderate)
Asset Allocation
Asset Class | % Assets | Category Avg. |
---|---|---|
US Stock | 42.1% | 34.91% |
Foreign Stock | 8.2% | 13.11% |
Real Estate | 0% | 1.19% |
Bond | 45.7% | 40.96% |
Short Term Bond | 0.2% | 5% |
Cash/MM | 3.5% | 2.12% |
Performance
Fees & Expenses (1 Year)
Total Expense Ratio
Fees vs Performance
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Growth of $10,000
Assumptions
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 09/30/2024.
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Each portfolio is assigned to a category of similar portfolios for comparison purposes. Read about our methodology for categorizing portfolios.
Category averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).
Category average
Category averages are designed to be a representation of all portfolios with a similar age and risk profile (represented as a % of equity).