Pennsylvania 529 Investment Plan
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.
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