Future Scholar 529 College Savings Plan (Direct-sold)

This is an Honors Plan
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The Future Scholar 529 College Savings plan offers multiple investment options from Vanguard and Columbia and a high maximum contribution limit of $575,000. Contributions to the plan by residents of South Carolina are fully deductible in computing South Carolina state income taxes. Note that the plan is only available to residents of South Carolina.

  • Program type
    Savings
  • Inception
    2002
  • State agency
    Office of the State Treasurer
  • Tax deduction
  • Program Manager
    Columbia Management Investment Advisors, LLC
  • Program distributor
    Columbia Management Investment Distributors, Inc.

Moderate 10-11 Years (40% Equity)

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stock36.2%26.84%
Foreign Stock6.4%13.44%
Real Estate0%0.82%
Bond45.8%49.64%
Short Term Bond0%5.78%
Cash/MM11.6%3.8%

Performance

Category Avg
This Portfolio
This Portfolio
Category Avg

Fees & Expenses (1 Year)

Category Avg
This Portfolio
This Portfolio
Category Avg

Total Expense Ratio

Fees vs Performance

Calculate your fee

Each investment portfolio within a 529 plan carries with it a certain fee, known as the expense ratio. These annual fees are calculated based on a percentage of the investment balance. Enter the information below to see how much in fees you will pay over the course of your investment.

$0

Growth of $10,000

Category Avg
This Portfolio

Assumptions

Data in "Growth of $10,000" is based on historical annual performance data.

Data as of 09/30/2024.

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.

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).