YOUR GUIDE TO SAVING FOR COLLEGE

DreamAhead College Investment Plan
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Expense Ratio

0.0%

2.7%

Investors in DreamAhead College Investment 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
Enrollment Date 2036 - Conservative 0.29% 55% N/A N/A N/A N/A
Enrollment Date 2034 - Conservative 0.29% 50% N/A N/A N/A N/A
Enrollment Date 2032 - Conservative 0.29% 45% N/A N/A N/A N/A
Enrollment Date 2030 - Conservative 0.29% 35% N/A N/A N/A N/A
Enrollment Date 2028 - Conservative 0.29% 25% N/A N/A N/A N/A
Enrollment Date 2026 - Conservative 0.32% 15% N/A N/A N/A N/A
Enrollment Date 2024 - Conservative 0.32% 10% N/A N/A N/A N/A
Enrollment Date 2022 - Conservative 0.36% 5% N/A N/A N/A N/A
Enrollment Date 2020 - Conservative 0.36% 0% N/A N/A N/A N/A
Enrollment Date 2018 - Conservative 0.36% 0% N/A N/A N/A N/A
Enrollment Date 2036 - Moderate 0.28% 90% N/A N/A N/A N/A
Enrollment Date 2034 - Moderate 0.29% 90% N/A N/A N/A N/A
Enrollment Date 2032 - Moderate 0.30% 80% N/A N/A N/A N/A
Enrollment Date 2030 - Moderate 0.30% 70% N/A N/A N/A N/A
Enrollment Date 2028 - Moderate 0.29% 60% N/A N/A N/A N/A
Enrollment Date 2026 - Moderate 0.29% 50% N/A N/A N/A N/A
Enrollment Date 2024 - Moderate 0.30% 35% N/A N/A N/A N/A
Enrollment Date 2022 - Moderate 0.30% 20% N/A N/A N/A N/A
Enrollment Date 2020 - Moderate 0.32% 10% N/A N/A N/A N/A
Enrollment Date 2018 - Moderate 0.33% 0% N/A N/A N/A N/A
Enrollment Date 2036 - Growth 0.29% 95% N/A N/A N/A N/A
Enrollment Date 2034 - Growth 0.29% 95% N/A N/A N/A N/A
Enrollment Date 2032 - Growth 0.29% 90% N/A N/A N/A N/A
Enrollment Date 2030 - Growth 0.29% 90% N/A N/A N/A N/A
Enrollment Date 2028 - Growth 0.30% 85% N/A N/A N/A N/A
Enrollment Date 2026 - Growth 0.30% 80% N/A N/A N/A N/A
Enrollment Date 2024 - Growth 0.30% 70% N/A N/A N/A N/A
Enrollment Date 2022 - Growth 0.29% 50% N/A N/A N/A N/A
Enrollment Date 2020 - Growth 0.29% 30% N/A N/A N/A N/A
Enrollment Date 2018 - Growth 0.33% 10% N/A N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Growth Portfolio 0.28% 99% N/A N/A N/A N/A
Moderate Portfolio 0.30% 80% N/A N/A N/A N/A
Conservative Growth Portfolio 0.29% 60% N/A N/A N/A N/A
Balanced Portfolio 0.29% 50% N/A N/A N/A N/A
Income & Growth Portfolio 0.29% 40% N/A N/A N/A N/A
Income Portfolio 0.32% 0% N/A N/A N/A N/A
Cash Preservation Portfolio 0.40% 0% N/A N/A N/A N/A

Individual

No individual portfolios found.

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y

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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