Pennsylvania 529 Investment Plan

• Plan details
• Investment Options

Investors in Pennsylvania 529 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
Conservative: Newborn - 5 Years	0.34%	60%	14.40%	7.01%	8.59%	6.05%
Conservative: 6 - 10 Years	0.34%	35%	9.75%	4.87%	5.63%	5.05%
Conservative: 11 - 15 Years	0.33%	20%	6.63%	3.72%	4.39%	4.70%
Conservative: 16 - 18 Years	0.36%	0%	2.01%	1.40%	0.79%	2.51%
Conservative: 19+ Years	0.42%	0%	1.00%	N/A	N/A	N/A
Aggressive: Newborn - 5 Years	0.35%	100%	22.70%	10.04%	12.68%	6.70%
Aggressive: 6 - 10 Years	0.34%	80%	18.67%	8.47%	10.46%	6.34%
Aggressive: 11 - 15 Years	0.34%	60%	14.40%	7.01%	8.59%	6.05%
Aggressive: 16 - 18 Years	0.34%	35%	9.75%	4.87%	5.63%	5.05%
Aggressive: 19+ Years	0.33%	20%	6.63%	3.72%	4.39%	4.70%
Moderate: Newborn - 5 Years	0.34%	80%	18.67%	8.47%	10.46%	6.34%
Moderate: 6 - 10 Years	0.34%	60%	14.40%	7.01%	8.59%	6.05%
Moderate: 11 - 15 Years	0.34%	35%	9.75%	4.87%	5.63%	5.05%
Moderate: 16 - 18 Years	0.33%	20%	6.63%	3.72%	4.39%	4.70%
Moderate: 19+ Years	0.36%	0%	2.01%	1.40%	0.79%	2.51%

Static

Portfolio	E.R.	% Eq.	1Y	3Y	5Y	10Y
Conservative Income Portfolio	0.36%	0%	2.01%	1.40%	0.79%	2.51%
Growth Portfolio	0.34%	80%	18.67%	8.47%	10.46%	6.34%
Aggressive Growth Portfolio	0.35%	100%	22.70%	10.04%	12.68%	6.70%
Moderate Growth Portfolio	0.34%	60%	14.40%	7.01%	8.59%	6.05%
Conservative Growth Portfolio	0.34%	35%	9.75%	4.87%	5.63%	5.05%
Income Portfolio	0.33%	20%	6.63%	3.72%	4.39%	4.70%

Individual

Portfolio	E.R.	% Eq.	1Y	3Y	5Y	10Y
Total Stock Market Index Portfolio	0.33%	100%	20.75%	10.76%	15.20%	8.32%
Social Index Portfolio	0.46%	100%	23.75%	11.16%	16.70%	8.26%
Interest Accumulation Portfolio	0.42%	0%	1.00%	N/A	N/A	N/A
Total International Stock Index Portfolio	0.38%	100%	26.58%	N/A	N/A	N/A
Total Bond Market Index Portfolio	0.36%	0%	3.28%	N/A	N/A	N/A
Short-Term Inflation-Protected Securities Index Portfolio	0.36%	0%	0.50%	N/A	N/A	N/A

Data as of 12/31/2017.

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