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Ohios 529 Plan, CollegeAdvantage
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Expense Ratio

0.0%

2.7%

Investors in Ohios 529 Plan, CollegeAdvantage 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
2036 Portfolio 0.31% 80% N/A N/A N/A N/A
2034 Portfolio 0.32% 72% N/A N/A N/A N/A
2032 Portfolio 0.32% 64% N/A N/A N/A N/A
2030 Portfolio 0.32% 56% N/A N/A N/A N/A
2028 Portfolio 0.33% 48% N/A N/A N/A N/A
2026 Portfolio 0.33% 40% N/A N/A N/A N/A
2024 Portfolio 0.33% 31.001% N/A N/A N/A N/A
2022 Portfolio 0.32% 22% N/A N/A N/A N/A
2020 Portfolio 0.31% 13.001% N/A N/A N/A N/A
Graduate Portfolio 0.29% 4% N/A N/A N/A N/A
Aggressive: Vanguard Aggressive Growth Portfolio (Newborn through 4) 0.20% 100% 11.58% 9.28% 11.29% 8.50%
Aggressive: Vanguard Blended Aggressive Growth Portfolio (5-6) 0.20% 87.5% N/A N/A N/A N/A
Aggressive: Vanguard Blended Aggressive Growth Portfolio (7-8) 0.20% 87.5% N/A N/A N/A N/A
Aggressive: Vanguard Growth Portfolio (9-10) 0.20% 75% 8.73% 7.57% 9.14% 7.63%
Aggressive: Vanguard Blended Growth Portfolio (11-12) 0.20% 62.5% N/A N/A N/A N/A
Aggressive: Vanguard Moderate Growth Portfolio (13-14) 0.20% 50% 6.08% 5.83% 6.95% N/A
Aggressive: Vanguard Blended Moderate Growth Portfolio (15-16) 0.20% 37.5% N/A N/A N/A N/A
Aggressive: Vanguard Conservative Growth Portfolio (17-18) 0.20% 25% 3.23% 3.92% 4.64% N/A
Aggressive: Vanguard Blended Conservative Portfolio (19+) 0.20% 12.5% N/A N/A N/A N/A
Moderate: Vanguard Blended Aggressive Growth Portfolio (0-4) 0.20% 87.5% N/A N/A N/A N/A
Moderate: Vanguard Growth Portfolio (5-6) 0.20% 75% 8.73% 7.57% 9.14% N/A
Moderate: Vanguard Blended Growth Portfolio (7-8) 0.20% 62.5% N/A N/A N/A N/A
Moderate: Vanguard Moderate Growth Portfolio (9-10) 0.20% 50% 6.08% 5.83% 6.95% N/A
Moderate: Vanguard Blended Moderate Growth Portfolio (11-12) 0.20% 37.5% N/A N/A N/A N/A
Moderate: Vanguard Conservative Growth Portfolio (13-14) 0.20% 25% 3.23% 3.92% 4.64% N/A
Moderate: Vanguard Blended Conservative Portfolio (15-16) 0.20% 12.5% N/A N/A N/A N/A
Moderate: Vanguard Income Portfolio (17-18) 0.22% 0% 0.91% 1.50% 1.58% N/A
Moderate: Vanguard Income Portfolio (19+) 0.22% 0% 0.91% 1.50% 1.58% N/A
Conservative: Vanguard Blended Growth Portfolio (Newborn through 4) 0.20% 62.5% N/A N/A N/A N/A
Conservative: Vanguard Moderate Growth Portfolio (5-6) 0.20% 50% 6.08% 5.83% 6.95% N/A
Conservative: Vanguard Blended Moderate Growth Portfolio (7-8) 0.20% 37.5% N/A N/A N/A N/A
Conservative: Vanguard Conservative Growth Portfolio (9-10) 0.20% 25% 3.23% 3.92% 4.64% N/A
Conservative: Vanguard Blended Conservative Portfolio (11-12) 0.20% 12.5% N/A N/A N/A N/A
Conservative: Vanguard Income Portfolio (13-14) 0.22% 0% 0.91% 1.50% 1.58% N/A
Conservative: Vanguard Blended Income Portfolio (15-16) 0.24% 0% N/A N/A N/A N/A
Conservative: Vanguard Blended Conservative Income Portfolio (17-18) 0.25% 0% N/A N/A N/A N/A
Conservative: Vanguard Money Market Portfolio (19+) 0.27% 0% 1.10% N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Vanguard Aggressive Growth Index Portfolio 0.20% 100% 11.58% 9.28% 11.29% 8.50%
Vanguard Growth Index Portfolio 0.20% 76% 8.73% 7.57% 9.14% 7.63%
Vanguard Moderate Growth Index Portfolio 0.20% 50% 6.08% 5.83% 6.95% 6.49%
Vanguard Conservative Growth Index Portfolio 0.20% 26% 3.23% 3.92% 4.64% 5.12%
Vanguard Income Portfolio 0.22% 0% 0.91% 1.50% 1.58% 2.54%

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Vanguard Short-Term Inflation-Protected Bond Index Option 0.20% 0% 1.18% 0.93% N/A N/A
Vanguard 500 Index Option 0.18% 100% 14.18% 11.74% 13.21% 10.01%
Vanguard Extended Market Index Option 0.21% 100% 16.62% 10.18% 12.46% 10.59%
Vanguard Total International Stock Index Option 0.23% 100% 6.99% 5.20% N/A N/A
Vanguard Windsor II Option 0.42% 100% 7.45% 7.94% 9.89% N/A
Vanguard Morgan Growth Option 0.44% 100% 22.61% 13.53% 15.60% N/A
Vanguard Wellington Option 0.33% 65% 6.71% 7.80% 8.67% N/A
Vanguard Total Bond Market Index Option 0.20% 0% -0.67% 1.48% N/A N/A
Vanguard Corporate High Yield Option 0.29% 0% 0.89% 4.36% N/A N/A
Dimensional Fund Advisors World ex. U.S. Core Equity Option 0.54% 100% 7.78% 6.08% N/A N/A
Vanguard Strategic Equity Option 0.34% 100% 12.99% 9.65% N/A N/A
Dimensional Fund Advisor U.S. Investment Grade Portfolio 0.38% 0% -1.33% 1.45% N/A N/A
Vanguard Money Market Option 0.27% 0% 1.10% 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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