YOUR GUIDE TO SAVING FOR COLLEGE

Direct Portfolio College Savings Plan
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Expense Ratio

0.0%

2.7%

Investors in Direct Portfolio College Savings Plan can select from the following investment options. Click on a portfolio name for more information.

Age Based

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Aggressive: Aggressive Growth Portfolio (0-4) 0.34% 100% 14.51% 8.77% 11.06% 7.83%
Aggressive: 87.5% Stock 12% Bond Portfolio (5-6) 0.34% 87.5% N/A N/A N/A N/A
Aggressive: 87.5% Stock 12% Bond Portfolio (7-8) 0.34% 87.5% N/A N/A N/A N/A
Aggressive: Growth Portfolio (9-10) 0.34% 75% 11.09% 6.92% 8.78% 7.01%
Aggressive: 62.5% Stock 37.5% Bond Portfolio (11-12) 0.34% 62.5% N/A N/A N/A N/A
Aggressive: Moderate Growth Portfolio (13-14) 0.34% 50% 7.79% 5.05% 6.47% 5.99%
Aggressive: 37.5% Stock 62.5% Bond Portfolio (15-16) 0.34% 37.5% N/A N/A N/A N/A
Aggressive: Conservative Growth Portfolio (17-18) 0.34% 25% 4.46% 3.02% 4.04% 4.70%
Aggressive: 12.5% Stock 87.5% Bond Portfolio (19+) 0.34% 12.5% N/A N/A N/A N/A
Moderate: 87.5% Stock 12% Bond Portfolio (0-4) 0.34% 87.5% N/A N/A N/A N/A
Moderate: Growth Portfolio (5-6) 0.34% 75% 11.09% 6.92% 8.78% 7.01%
Moderate: 62.5% Stock 37.5% Bond Portfolio (7-8) 0.34% 62.5% N/A N/A N/A N/A
Moderate: Moderate Growth Portfolio (9-10) 0.34% 50% 7.79% 5.05% 6.47% 5.99%
Moderate: 37.5% Stock 62.5% Bond Portfolio (11-12) 0.34% 37.5% N/A N/A N/A N/A
Moderate: Conservative Growth Portfolio (13-14) 0.34% 25% 4.46% 3.02% 4.04% 4.70%
Moderate: 12.5% Stock 87.5% Bond Portfolio (15-16) 0.34% 12.5% N/A N/A N/A N/A
Moderate: Income Portfolio (17-18) 0.34% 0% 0.91% 0.72% 0.78% 2.25%
Moderate: Income Portfolio (19+) 0.34% 0% 0.91% 0.72% 0.78% 2.25%
Conservative: 62.5% Stock 37.5% Bond Portfolio (0-4) 0.34% 62.5% N/A N/A N/A N/A
Conservative: Moderate Growth Portfolio (5-6) 0.34% 50% 7.79% 5.05% 6.47% 5.99%
Conservative: 37.5% Stock 62.5% Bond Portfolio (7-8) 0.34% 37.5% N/A N/A N/A N/A
Conservative: Conservative Growth Portfolio (9-10) 0.34% 25% 4.46% 3.02% 4.04% 4.70%
Conservative: 12.5% Stock 87.5% Bond Portfolio (11-12) 0.34% 12.5% N/A N/A N/A N/A
Conservative: Income Portfolio (13-14) 0.34% 0% 0.91% 0.72% 0.78% 2.25%
Conservative: 50% Bond 50% Money Market Portfolio (15-16) 0.34% 0% N/A N/A N/A N/A
Conservative: 25% Bond 25% Money Market Portfolio (17-18) 0.34% 0% N/A N/A N/A N/A
Conservative: Money Market Portfolio (19+) 0.34% 0% 0.70% 0.32% 0.19% 0.25%

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Aggressive Growth Portfolio 0.34% 100% 14.51% 8.77% 11.06% 7.83%
Growth Portfolio 0.34% 76% 11.09% 6.92% 8.78% 7.01%
Moderate Growth Portfolio 0.34% 50% 7.79% 5.05% 6.47% 5.99%
Conservative Growth Portfolio 0.34% 26% 4.46% 3.02% 4.04% 4.70%
Income Portfolio 0.34% 0% 0.91% 0.72% 0.78% 2.25%

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Stock Index Portfolio 0.34% 100% 13.47% 9.85% 12.65% 9.29%
Bond Index Portfolio 0.34% 0% 0.71% 0.78% 1.39% 3.13%
Money Market Portfolio 0.34% 0% 0.70% 0.32% 0.19% 0.25%

Data as of 03/31/2018.

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.

 

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