YOUR GUIDE TO SAVING FOR COLLEGE

CollegeBound Saver (Direct-sold)
Enroll Now
10,029 have clicked to enroll

Expense Ratio

0.0%

2.7%

Rhode Island's CollegeBound Saver (Direct-sold) 529 college savings plan has two main share classes, RI and NR. The RI share class is available to state residents. The NR share class is available to non-Rhode Island residents. Each share class may be charged a different set of fees. For example, the NR share class might be charged a program management fee.

Investors in CollegeBound Saver (Direct-sold) 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
CollegeBound Today Portfolio 0.11% 0% 0.90% N/A N/A N/A
CollegeBound 2019-2020 Portfolio 0.08% 14% 2.93% N/A N/A N/A
CollegeBound 2021-2022 Portfolio 0.08% 26% 4.44% N/A N/A N/A
CollegeBound 2023-2024 Portfolio 0.08% 34% 5.38% N/A N/A N/A
CollegeBound 2025-2026 Portfolio 0.08% 38% 5.82% N/A N/A N/A
CollegeBound 2027-2028 Portfolio 0.08% 46% 6.82% N/A N/A N/A
CollegeBound 2029-2030 Portfolio 0.07% 54% 7.94% N/A N/A N/A
CollegeBound 2031-2032 Portfolio 0.08% 64% 9.32% N/A N/A N/A
CollegeBound 2033-2034 Portfolio 0.09% 73% 10.47% N/A N/A N/A
CollegeBound 2035-2036 Portfolio 0.09% 75% 10.55% N/A N/A N/A
CollegeBound 2037-2038 Portfolio 0.09% N/A N/A N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Conservative Growth Portfolio 0.12% 40% 6.94% N/A N/A N/A
Moderate Growth Portfolio 0.13% 60% 9.54% N/A N/A N/A
Growth Portfolio 0.14% 78% 12.25% N/A N/A N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Stable Value Portfolio 0.35% 0% 1.78% N/A N/A N/A
Inflation Protected Bond Portfolio 0.04% 0% 0.30% N/A N/A N/A
U.S. Stock Portfolio 0.04% 100% 13.78% N/A N/A N/A
Equally-Weighted S&P 500 Portfolio 0.16% 100% 11.44% N/A N/A N/A
U.S. Small-Mid Cap Portfolio 0.06% 100% 13.17% N/A N/A N/A
International Stock Portfolio 0.09% 100% 17.08% N/A N/A N/A
Global Sustainable Equity Portfolio 0.60% 100% 14.41% N/A N/A N/A
Bond Portfolio 0.04% 0% 1.13% N/A N/A N/A

Data as of 03/31/2018.

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.

 

Reset email successfully sent.
Please check your inbox.

Close

Advertisement


close