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Nebraska Education Savings Trust -- Direct College Savings Plan
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Expense Ratio

0.0%

2.7%

Investors in Nebraska Education Savings Trust -- Direct 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
Age-Based Aggressive 3-5 (formerly 0-5) 0.43% 95% 12.29% 9.88% 11.05% N/A
Age-Based Aggressive 11-12 (formerly 11-14) 0.44% 65% 8.45% 7.36% 8.05% N/A
Age-Based Aggressive 15-16 (formerly 15-18) 0.42% 45% 5.87% 5.59% 5.97% N/A
Age-Based Aggressive 19+ 0.38% 25% 3.15% 3.68% 3.79% N/A
Age-Based Aggressive 6-8 (formerly 6-10) 0.43% 85% 10.92% 9.07% 10.02% N/A
Age-Based Growth 0-2 (formerly 0-5) 0.43% 85% 10.92% 9.07% 10.02% N/A
Age-Based Growth 11-12 (formerly 11-14) 0.42% 45% 5.87% 5.59% 5.97% N/A
Age-Based Growth 15-16 (formerly 15-18) 0.38% 25% 3.15% 3.68% 3.79% N/A
Age-Based Growth 6-8 (formerly 6-10) 0.44% 65% 8.45% 7.36% 8.05% N/A
Age-Based Index 0-2 ( formerly 0-5) 0.32% 65% 7.61% 6.90% 7.74% N/A
Age-Based Index 11-12 (formerly 11-14) 0.33% 25% 2.98% 3.58% 3.85% N/A
Age-Based Index 13-14 (formerly 15-18) 0.33% 15% 2.02% 2.53% 2.20% N/A
Age-Based Index 15-16 (formerly 19+) 0.35% 5% 1.03% 1.24% 1.09% N/A
Age-Based Index 6-8 (formerly 6-10) 0.32% 45% 5.32% 5.26% 5.81% N/A
Age-Based Aggressive 0-2 0.44% 100% N/A N/A N/A N/A
Age-Based Aggressive 9-10 0.43% 75% N/A N/A N/A N/A
Age-Based Aggressive 13-14 0.43% 55% N/A N/A N/A N/A
Age-Based Aggressive 17-18 0.40% 35% N/A N/A N/A N/A
Age-Based Growth 3-5 0.44% 75% N/A N/A N/A N/A
Age-Based Growth 9-10 0.38% 55% N/A N/A N/A N/A
Age-Based Growth 13-14 0.40% 35% N/A N/A N/A N/A
Age-Based Growth 17-18 0.33% 15% N/A N/A N/A N/A
Age-Based Growth 19+ 0.35% 5% N/A N/A N/A N/A
Age-Based Index 3-5 0.32% 55% N/A N/A N/A N/A
Age-Based Index 9-10 0.32% 35% N/A N/A N/A N/A
Age-Based Index 17-18 0.45% 0% N/A N/A N/A N/A
Age-Based Index 19+ 0.45% 0% N/A N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Conservative Static 0.38% 25% 3.15% 3.65% 3.81% N/A
Growth Static 0.43% 85% 10.98% 9.07% 10.02% N/A
All Equity Static 0.44% 100% N/A N/A N/A N/A
Moderate Growth Static 0.44% 65% N/A N/A N/A N/A
Balanced Static 0.43% 55% N/A N/A N/A N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
State Street S&P 500 Index 0.29% 0% 14.09% 11.60% 13.08% N/A
T. Rowe Price Large Cap Growth 0.83% 0% 28.73% 17.69% 19.04% N/A
Vanguard Total Stock Market Index 0.29% 100% 14.50% 11.30% 12.96% N/A
Vanguard Extended Market Index 0.32% 100% 16.46% 10.05% 12.32% N/A
Tributary Small Company 1.26% 100% 9.66% 11.43% 12.21% N/A
Vanguard REIT Index 0.37% 100% 2.00% 7.24% 7.62% N/A
State Street MSCI ACWI Ex-US Index 0.36% 100% 6.79% 4.67% 5.58% N/A
Vanguard Total Bond Market Index 0.30% 100% -0.83% 1.40% 1.92% N/A
Vanguard Short-Term Bond Index 0.31% 100% -0.46% 0.50% 0.79% N/A
Bank Savings 0.20% 100% 0.68% 0.55% 0.53% N/A
Vanguard Equity Income 0.44% 100% 9.50% 10.50% 10.94% N/A
iShares Russell 2000 Growth Index ETF 0.51% 0% 21.20% 10.26% 13.30% N/A
MetWest Total Return Bond 0.65% 0% -0.48% 1.36% N/A N/A
Goldman Sachs Financial Square Government Money Market 0.45% 0% 0.90% N/A N/A N/A
DFA World ex-US Government 0.47% 0% 3.51% N/A N/A N/A
Vanguard Short-Term Inflation-Protected Index 0.31% 0% 1.09% N/A N/A N/A

Data as of 06/30/2018.

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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