YOUR GUIDE TO SAVING FOR COLLEGE

The Education Plan's College Savings Program
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Expense Ratio

0.0%

2.7%

Investors in The Education Plan's College Savings Program 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
Index Age Based Portfolio 100 0.16% 100% 11.31% 9.45% 11.18% N/A
Age Based Portfolio 80 0.47% 81% 8.11% 7.31% 9.03% 5.81%
Age Based Portfolio 60 0.44% 60% 5.94% 5.82% 7.25% 4.18%
Age Based Portfolio 40 0.42% 40% 4.21% 4.35% 5.33% 2.11%
Age Based Portfolio 20 0.38% 21% 2.31% 2.79% 3.28% 0.84%
Age Based Portfolio 10 0.37% 10% 1.21% 1.80% 2.04% 0.25%
Age Based Portfolio 100 0.51% 100% 9.92% 8.49% 10.66% 7.45%
Index Age Based Portfolio 40 0.16% 40% 4.13% 4.29% 5.40% N/A
Index Age Based Portfolio 60 0.15% 60% 6.24% 5.95% 7.33% N/A
Index Age Based Portfolio 80 0.15% 80% 8.64% 7.74% 9.22% N/A
Index Age Based Portfolio 10 0.16% 10% 1.04% 1.49% 2.13% N/A
Index Age Based Portfolio 20 0.16% 20% 2.12% 2.53% 3.36% N/A
Age Based Low Duration Fixed Income Portfolio 0.37% 0% 0.49% N/A N/A N/A
Index Age Based Low Duration Fixed Income Portfolio 0.16% 0% 0.10% N/A N/A N/A
Age Based Portfolio 5 0.36% 6% N/A N/A N/A N/A
Age Based Portfolio 30 0.40% 30% N/A N/A N/A N/A
Age Based Portfolio 50 0.41% 50% N/A N/A N/A N/A
Age Based Portfolio 70 0.45% 70% N/A N/A N/A N/A
Age Based Portfolio 90 0.47% 90% N/A N/A N/A N/A
Index Age Based Portfolio 5 0.16% 6% N/A N/A N/A N/A
Index Age Based Portfolio 30 0.16% 30% N/A N/A N/A N/A
Index Age Based Portfolio 50 0.16% 50% N/A N/A N/A N/A
Index Age Based Portfolio 70 0.15% 70% N/A N/A N/A N/A
Index Age Based Portfolio 90 0.16% 90% N/A N/A N/A N/A
Blended Balanced Age-Based (Ages 0-2) (Age Based 70) 0.45% 70% N/A N/A N/A N/A
Blended Balanced Age-Based (Ages 3-4) (Age Based 60) 0.44% 60% N/A N/A N/A N/A
Blended Balanced Age-Based (Ages 5-6) (Age Based 50) 0.41% 50% N/A N/A N/A N/A
Blended Balanced Age-Based (Ages 7-8) (Age Based 40) 0.42% 40% N/A N/A N/A N/A
Blended Balanced Age-Based (Ages 9-10) (Age Based 30 0.40% 30% N/A N/A N/A N/A
Blended Balanced Age-Based (11-12) (Age Based 20) 0.38% 20% N/A N/A N/A N/A
Blended Balanced Age-Based (13-14) (Age Based 10) 0.37% 10% N/A N/A N/A N/A
Blended Balanced Age-Based (15-16) (Age Based 5) 0.36% 6% N/A N/A N/A N/A
Blended Balanced Age-Based (17+) (Low Duration Fixed Income Portfolio) 0.37% 0% N/A N/A N/A N/A
Blended Growth Age-Based (Ages 0-2) (Age Based 100) 0.51% 100% N/A N/A N/A N/A
Blended Growth Age-Based (Ages 3-4) (Age Based 90) 0.47% 90% N/A N/A N/A N/A
Blended Growth Age-Based (Ages 5-6) (Age Based 80) 0.47% 80% N/A N/A N/A N/A
Blended Growth Age-Based (Ages 7-8) (Age Based 70) 0.45% 70% N/A N/A N/A N/A
Blended Growth Age-Based (Ages 9-10) (Age Based 60) 0.44% 60% N/A N/A N/A N/A
Blended Growth Age-Based (Ages 11-12) (Age Based 50) 0.41% 50% N/A N/A N/A N/A
Blended Growth Age-Based (Ages 13-14) (Age Based 40) 0.42% 40% N/A N/A N/A N/A
Blended Growth Age-Based (Ages 15-16) (Age Based 30) 0.40% 30% N/A N/A N/A N/A
Blended Growth Age-Based (Ages 17-18) (Age Based 20) 0.38% 20% N/A N/A N/A N/A
Blended Growth Age-Based (Ages 19+) (Age Based 10) 0.37% 10% N/A N/A N/A N/A
Index Growth Age-Based (Ages 0-2) (Index Age-Based 100) 0.16% 100% N/A N/A N/A N/A
Index Growth Age-Based (Ages 3-4) (Index Age-Based 90) 0.16% 90% N/A N/A N/A N/A
Index Growth Age-Based (Ages 5-6) (Index Age-Based 80) 0.15% 80% N/A N/A N/A N/A
Index Growth Age-Based (Ages 7-8) (Index Age-Based 70) 0.15% 70% N/A N/A N/A N/A
Index Growth Age-Based (Ages 9-10) (Index Age-Based 60) 0.15% 60% N/A N/A N/A N/A
Index Growth Age-Based (Ages 11-12) (Index Age-Based 50) 0.16% 50% N/A N/A N/A N/A
Index Growth Age-Based (Ages 13-14) (Index Age-Based 40) 0.16% 40% N/A N/A N/A N/A
Index Growth Age-Based (Ages 15-16) (Index Age-Based 30) 0.16% 30% N/A N/A N/A N/A
Index Growth Age-Based (Ages 17-18) (Index Age-Based 20) 0.16% 20% N/A N/A N/A N/A
Index Growth Age-Based (Ages 19+) (Index Age-Based 10) 0.16% 10% N/A N/A N/A N/A
Index Balanced Age-Based (Ages 0-2) (Index Age-Based 70) 0.15% 70% N/A N/A N/A N/A
Index Balanced Age-Based (Ages 3-4) (Index Age-Based 60) 0.15% 60% N/A N/A N/A N/A
Index Balanced Age-Based (Ages 5-6) (Index Age-Based 50) 0.16% 50% N/A N/A N/A N/A
Index Balanced Age-Based (Ages 7-8) (Index Age-Based 40) 0.16% 40% N/A N/A N/A N/A
Index Balanced Age-Based (Ages 9-10) (Index Age-Based 30) 0.16% 30% N/A N/A N/A N/A
Index Balanced Age-Based (Ages 11-12) (Index Age-Based 20) 0.16% 20% N/A N/A N/A N/A
Index Balanced Age-Based (Ages 13-14) (Index Age-Based 10) 0.16% 10% N/A N/A N/A N/A
Index Balanced Age-Based (Ages 15-16) (Index Age-Based 5) 0.16% 6% N/A N/A N/A N/A
Index Balanced Age-Based (Ages 17+) (Low Duration Fixed Income Portfolio) 0.16% 0% N/A N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Custom Choice Portfolio 100 (formerly Aggressive Portfolio) 0.51% 100% 10.13% 8.58% 10.77% 7.53%
Custom Choice Portfolio 80 (formerly Moderately Aggressive Portfolio) 0.47% 81% 8.22% 7.27% 9.04% 5.98%
Custom Choice Portfolio 60 (formerly Moderate Portfolio) 0.44% 60% 6.07% 5.87% 7.27% 4.22%
Custom Choice Portfolio 40 (formerly Conservative Portfolio) 0.42% 40% 4.20% 4.36% 5.34% 2.27%
Custom Choice Portfolio 20 (formerly Ultra Conservative Portfolio) 0.38% 21% 2.31% 2.80% 3.30% 0.76%
Custom Choice Portfolio 10 (formerly School Years Portfolio) 0.37% 10% 1.28% 1.79% 2.05% 0.29%
Custom Choice Index Portfolio 100 (formerly Aggressive Index Portfolio) 0.16% 100% 11.01% 9.49% 11.23% N/A
Custom Choice Index Portfolio 40 (formerly Conservative Index Portfolio) 0.16% 40% 4.22% 4.26% 5.36% N/A
Custom Choice Index Portfolio 60 (formerly Moderate Index Portfolio) 0.15% 60% 6.46% 6.07% 7.41% N/A
Custom Choice Index Portfolio 80 (formerly Moderately Aggressive Index Portfolio) 0.15% 80% 8.67% 7.79% 9.31% N/A
Custom Choice Index Portfolio 10 (formerly School Years Index Portfolio) 0.16% 10% 1.04% 1.49% 2.14% N/A
Custom Choice Index Portfolio 20 (formerly Ultra Conservative Index Portfolio) 0.16% 20% 2.11% 2.52% 3.33% N/A
Custom Choice Fixed Income Portfolio 0.16% 0% 0.39% N/A N/A N/A
Custom Choice Low Duration Fixed Income Portfolio 0.37% 0% 0.49% N/A N/A N/A
Custom Choice Index Fixed Income Portfolio 0.16% 0% 0.10% N/A N/A N/A
Custom Choice Index Low Duration Fixed Income Portfolio 0.16% 0% 0.10% N/A N/A N/A
Custom Choice Portfolio 5 0.36% 6% N/A N/A N/A N/A
Custom Choice Portfolio 30 0.40% 30% N/A N/A N/A N/A
Custom Choice Portfolio 50 0.41% 50% N/A N/A N/A N/A
Custom Choice Portfolio 70 0.45% 70% N/A N/A N/A N/A
Custom Choice Portfolio 90 0.47% 90% N/A N/A N/A N/A
Custom Choice Index Portfolio 5 0.16% 6% N/A N/A N/A N/A
Custom Choice Index Portfolio 30 0.16% 30% N/A N/A N/A N/A
Custom Choice Index Portfolio 50 0.16% 50% N/A N/A N/A N/A
Custom Choice Index Portfolio 70 0.15% 70% N/A N/A N/A N/A
Custom Choice Index Portfolio 90 0.16% 90% N/A N/A N/A N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Custom Choice Short Term Yield Portfolio 0.26% 0% 1.11% 0.48% 0.29% 0.30%

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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