YOUR GUIDE TO SAVING FOR COLLEGE

College SAVE (Advisor)

Expense Ratio

0.0%

2.7%

Investors in College SAVE (Advisor) 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: 06 through 10 (closed 8/20/18) 0.84% 75% 8.12% 6.92% 8.21% 6.91%
Aggressive: 11 through 15 (closed 8/20/18) 0.84% 50% 5.28% 5.15% 6.10% 5.67%
Aggressive: 16 through 18 (closed 8/20/18) 0.85% 25% 2.45% 3.22% 3.93% 4.30%
Aggressive: 19 or older (closed 8/20/18) 0.85% 0% 0.37% 0.94% 1.19% 2.04%
Aggressive: Newborn through 5 (closed 8/20/18) 0.84% 100% 10.84% 8.60% 10.20% 7.44%
Conservative: 06 through 10 (closed 8/20/18) 0.85% 25% 2.45% 3.22% 3.93% 4.30%
Conservative: 11 through 15 (closed 8/20/18) 0.85% 0% 0.37% 0.94% 1.19% 2.04%
Conservative: 16 through 18 (closed 8/20/18) 0.85% 0% 0.37% 0.94% 1.19% 2.04%
Conservative: 19 or older (closed 8/20/18) 0.55% 0% 1.10% N/A N/A N/A
Conservative: Newborn through 5 (closed 8/20/18) 0.84% 50% 5.28% 5.15% 6.10% 5.67%
Moderate: 06 through 10 (closed 8/20/18) 0.84% 50% 5.28% 5.15% 6.10% 5.67%
Moderate: 11 through 15 (closed 8/20/18) 0.85% 25% 2.45% 3.22% 3.93% 4.30%
Moderate: 16 through 18 (closed 8/20/18) 0.85% 0% 0.37% 0.94% 1.19% 2.04%
Moderate: 19 or older (closed 8/20/18) 0.85% 0% 0.37% 0.94% 1.19% 2.04%
Moderate: Newborn through 5 (closed 8/20/18) 0.84% 75% 8.12% 6.92% 8.21% 6.91%
Aggressive: Newborn through 4 years (Aggressive Growth) 0.85% 100% N/A N/A N/A N/A
Aggressive: 5 through 6 years (Aggressive) 0.85% 87.5% N/A N/A N/A N/A
Aggressive: 7 through 8 years (Aggressive) 0.85% 87.5% N/A N/A N/A N/A
Aggressive: 9 through 10 years (Growth) 0.85% 75% N/A N/A N/A N/A
Aggressive: 11 through 12 years (Blended Growth) 0.85% 62.5% N/A N/A N/A N/A
Aggressive: 13 through 14 years (Moderate Growth) 0.85% 50% N/A N/A N/A N/A
Aggressive: 15 through 16 years (Blended Moderate Growth) 0.85% 37.5% N/A N/A N/A N/A
Aggressive: 17 through 18 years (Conservative Growth) 0.85% 25% N/A N/A N/A N/A
Moderate: Newborn through 4 years (Aggressive) 0.85% 87.5% N/A N/A N/A N/A
Moderate: 5 through 6 years (Growth) 0.85% 75% N/A N/A N/A N/A
Moderate: 7 through 8 years (Blended Growth) 0.85% 62.5% N/A N/A N/A N/A
Moderate: 9 through 10 years (Moderate Growth) 0.85% 50% N/A N/A N/A N/A
Moderate: 11 through 12 years (Blended Moderate Growth) 0.85% 37.5% N/A N/A N/A N/A
Moderate: 13 through 14 years (Conservative Growth) 0.85% 25% N/A N/A N/A N/A
Moderate: 15 through 16 years (Conservative) 0.85% 12.5% N/A N/A N/A N/A
Moderate: 17 through 18 years (Income) 0.85% 0% N/A N/A N/A N/A
Conservative: Newborn through 4 years (Blended Growth) 0.85% 62.5% N/A N/A N/A N/A
Conservative: 5 through 6 years (Moderate Growth) 0.85% 50% N/A N/A N/A N/A
Conservative: 7 through 8 years (Blended Moderate Growth) 0.85% 37.5% N/A N/A N/A N/A
Conservative: 9 through 10 years (Conservative Growth) 0.85% 25% N/A N/A N/A N/A
Conservative: 11 through 12 years (Conservative) 0.85% 12.5% N/A N/A N/A N/A
Conservative: 13 through 14 years (Income) 0.85% 0% N/A N/A N/A N/A
Conservative: 15 through 16 years (Balanced Income) 0.85% 0% N/A N/A N/A N/A
Conservative: 17 through 18 years (Conservative Income) 0.85% 0% N/A N/A N/A N/A
Aggressive: 19 years or older (Conservative) 0.85% 12.5% N/A N/A N/A N/A
Moderate: 19 years or older (Income) 0.85% 0% N/A N/A N/A N/A
Conservative: 19 years or older (Interest Accumulation) 0.55% 0% N/A N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Aggressive Growth Portfolio 0.85% 100% 10.84% 8.60% 10.20% 7.44%
Conservative Growth Portfolio 0.85% 25% 2.45% 3.22% 3.93% 4.30%
Growth Portfolio 0.85% 75% 8.12% 6.92% 8.21% 6.91%
Income Portfolio 0.85% 0% 0.37% 0.94% 1.19% 2.04%
Moderate Growth Portfolio 0.85% 50% 5.28% 5.15% 6.10% 5.67%

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Interest Accumulation Portfolio 0.55% 0% 1.10% N/A N/A N/A

See detailed breakdown of sales charges and expenses by portfolio here.


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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