YOUR GUIDE TO SAVING FOR COLLEGE

Pennsylvania 529 Investment Plan

Expense Ratio

0.0%

2.7%

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 (closed 4/27/18) 0.23% 60% 8.82% 5.94% 7.29% 6.47%
Conservative: 6 - 10 Years (closed 4/27/18) 0.23% 35% 5.51% 3.79% 4.78% 5.20%
Conservative: 11 - 15 Years (closed 4/27/18) 0.23% 20% 3.23% 2.64% 3.65% 4.57%
Conservative: 16 - 18 Years (closed 4/27/18) 0.26% 0% 0.67% 0.80% 0.67% 2.18%
Conservative: 19+ Years (closed 4/27/18) 0.32% 0% 1.20% N/A N/A N/A
Aggressive: Newborn - 5 Years (closed 4/27/18) 0.24% 100% 14.48% 8.95% 10.74% 7.71%
Aggressive: 6 - 10 Years (closed 4/27/18) 0.24% 80% 11.74% 7.36% 8.86% 7.06%
Aggressive: 11 - 15 Years (closed 4/27/18) 0.23% 60% 8.82% 5.94% 7.29% 6.47%
Aggressive: 16 - 18 Years (closed 4/27/18) 0.23% 35% 5.51% 3.79% 4.78% 5.20%
Aggressive: 19+ Years (closed 4/27/18) 0.23% 20% 3.23% 2.64% 3.65% 4.57%
Moderate: Newborn - 5 Years (closed 4/27/18) 0.24% 80% 11.74% 7.36% 8.86% 7.06%
Moderate: 6 - 10 Years (closed 4/27/18) 0.23% 60% 8.82% 5.94% 7.29% 6.47%
Moderate: 11 - 15 Years (closed 4/27/18) 0.23% 35% 5.51% 3.79% 4.78% 5.20%
Moderate: 16 - 18 Years (closed 4/27/18) 0.23% 20% 3.23% 2.64% 3.65% 4.57%
Moderate: 19+ Years (closed 4/27/18) 0.26% 0% 0.67% 0.80% 0.67% 2.18%
Aggressive: Age 4 or younger (Aggressive Growth Portfolio) 0.24% 100% N/A N/A N/A N/A
Aggressive: Age 5-6 (Aggressive Portfolio) 0.24% 87.5% N/A N/A N/A N/A
Aggressive: Age 7-8 (Aggressive Portfolio) 0.24% 87.5% N/A N/A N/A N/A
Aggressive: Age 9-10 (Growth Portfolio) 0.24% 75% N/A N/A N/A N/A
Aggressive: 11 - 12 (Blended Growth Portfolio) 0.24% 62.5% N/A N/A N/A N/A
Aggressive: 13-14 (Moderate Growth Portfolio) 0.23% 50% N/A N/A N/A N/A
Aggressive: 15-16 (Disciplined Growth Portfolio) 0.24% 37.5% N/A N/A N/A N/A
Aggressive: 17-18 (Conservative Growth Portfolio) 0.23% 25% N/A N/A N/A N/A
Aggressive: 19 and older (Conservative Portfolio) 0.24% 12.5% N/A N/A N/A N/A
Moderate: Age 4 or younger (Aggressive Portfolio) 0.24% 100% N/A N/A N/A N/A
Moderate: Age 5-6 (Growth Portfolio) 0.24% 75% N/A N/A N/A N/A
Moderate: Age 7-8 (Blended Growth Portfolio) 0.24% 62.5% N/A N/A N/A N/A
Moderate: Age 9-10 (Moderate Growth Portfolio) 0.23% 50% N/A N/A N/A N/A
Moderate: 11 - 12 (Disciplined Growth Portfolio) 0.24% 37.5% N/A N/A N/A N/A
Moderate: 13-14 (Conservative Growth Portfolio) 0.23% 25% N/A N/A N/A N/A
Moderate: 15-16 (Conservative Portfolio) 0.24% 12.5% N/A N/A N/A N/A
Moderate: 17-18 (Blended Income Portfolio) 0.25% 0% N/A N/A N/A N/A
Moderate: 19 and older (Blended Income Portfolio) 0.25% 0% N/A N/A N/A N/A
Conservative: Age 4 or younger (Blended Growth Portfolio) 0.24% 62.5% N/A N/A N/A N/A
Conservative: Age 5-6 (Moderate Growth Portfolio) 0.23% 50% N/A N/A N/A N/A
Conservative: Age 7-8 (Disciplined Growth Portfolio) 0.24% 37.5% N/A N/A N/A N/A
Conservative: Age 9-10 (Conservative Growth Portfolio) 0.23% 25% N/A N/A N/A N/A
Conservative: 11 - 12 (Conservative Portfolio) 0.24% 12.5% N/A N/A N/A N/A
Conservative: 13-14 (Blended Income Portfolio) 0.25% 0% N/A N/A N/A N/A
Conservative: 15-16 (Moderate Income Portfolio) 0.26% 0% N/A N/A N/A N/A
Conservative: 17-18 (Balanced Income Portfolio) 0.28% 0% N/A N/A N/A N/A
Conservative: 19 and older (Interest Accumulation Portfolio) 0.28% 0% N/A N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Conservative Income Portfolio 0.25% 0% 0.67% 0.80% 0.67% 2.18%
Growth Portfolio 0.24% 80% 11.74% 7.36% 8.86% 7.06%
Aggressive Growth Portfolio 0.24% 100% 14.48% 8.95% 10.74% 7.71%
Moderate Growth Portfolio 0.24% 60% 8.82% 5.94% 7.29% 6.47%
Conservative Growth Portfolio 0.24% 35% 5.51% 3.79% 4.78% 5.20%
Income Portfolio 0.24% 20% 3.23% 2.64% 3.65% 4.57%

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Total Stock Market Index Portfolio 0.23% 100% 13.53% 9.89% 12.68% 9.32%
Social Index Portfolio 0.33% 100% 14.69% 10.25% 13.92% 9.57%
Interest Accumulation Portfolio 0.29% 0% 1.20% N/A N/A N/A
Total International Stock Index Portfolio 0.28% 100% 16.42% N/A N/A N/A
Total Bond Market Index Portfolio 0.25% 0% 0.81% N/A N/A N/A
Short-Term Inflation-Protected Securities Index Portfolio 0.25% 0% 0.10% N/A N/A N/A
Total International Bond Index Portfolio 0.28% 0% N/A 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.

 

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