YOUR GUIDE TO SAVING FOR COLLEGE

Scholar's Edge
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Expense Ratio

0.0%

2.7%

Investors in Scholar's Edge 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
Age Based Portfolio 100 1.16% 100% 9.61% 8.15% 10.32% 6.75%
Age Based Portfolio 80 1.13% 80% 7.55% 6.96% 8.68% 6.33%
Age Based Portfolio 60 1.10% 60% 5.72% 5.90% 7.15% 4.52%
Age Based Portfolio 40 1.05% 40% 3.64% 4.39% 5.23% 3.34%
Age Based Portfolio 20 1.00% 20% 1.84% 2.87% 3.30% 1.99%
Age Based Portfolio 10 0.96% 10% 1.00% 2.03% 2.22% 1.52%
Age Based Portfolio 90 1.14% 90% N/A N/A N/A N/A
Age Based Portfolio 70 1.13% 69.05% N/A N/A N/A N/A
Age Based Portfolio 50 1.07% 50.45% N/A N/A N/A N/A
Age Based Portfolio 30 1.03% 31.8% N/A N/A N/A N/A
Age-Based (Ages 0-2) (Age Based 100) 1.16% 100% 9.61% 8.15% 10.32% 6.75%
Age-Based (Ages 3-4) (Age Based 90) 1.14% 90% N/A N/A N/A N/A
Age-Based (Ages 5-6) (Age Based 80) 1.13% 79.35% 7.55% 6.96% 8.68% 6.33%
Age-Based (Ages 7-8) (Age Based 70) 1.13% 69.05% N/A N/A N/A N/A
Age-Based (Ages 9-10) (Age Based 60) 1.10% 59.75% 5.72% 5.90% 7.15% 4.52%
Age-Based (Ages 11-12) (Age Based 50) 1.07% 50.45% N/A N/A N/A N/A
Age-Based (Ages 13-14) (Age Based 40) 1.05% 41.15% 3.64% 4.39% 5.23% 3.34%
Age-Based (Ages 15-16) (Age Based 30) 1.03% 31.8% N/A N/A N/A N/A
Age-Based (Ages 17-18) (Age Based 20) 1.00% 21.8% 1.84% 2.87% 3.30% 1.99%
Age-Based (Ages 19+) (Age Based 10) 0.96% 12.8% 1.00% 2.03% 2.22% 1.52%

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Portfolio 100 (formerly Aggressive Portfolio) 1.16% 100% 9.74% 8.16% 10.34% 6.77%
Portfolio 80 (formerly Moderately Aggressive Portfolio) 1.13% 80% 7.68% 7.02% 8.73% 6.36%
Portfolio 60 (formerly Moderate Portfolio) 1.10% 60% 5.78% 5.91% 7.17% 4.54%
Portfolio 40 (formerly Conservative Portfolio) 1.05% 40% 3.66% 4.39% 5.23% 3.35%
Portfolio 20 (formerly Ultra Conservative Portfolio) 1.00% 20% 1.85% 2.86% 3.30% 1.94%
Portfolio 10 (formerly School Years Portfolio) 0.96% 10% 1.00% 2.03% 2.21% 1.51%
Capital Preservation Portfolio 0.46% 0% 0.99% 0.83% 0.92% 1.96%
Fixed Income Portfolio 0.94% 0% 0.19% N/A N/A N/A
Low Duration Fixed Income Portfolio 1.02% 0% 0.10% N/A N/A N/A
Portfolio 90 1.14% 90% N/A N/A N/A N/A
Portfolio 70 1.13% 69.05% N/A N/A N/A N/A
Portfolio 50 1.07% 50.45% N/A N/A N/A N/A
Portfolio 30 1.03% 31.8% N/A N/A N/A N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Institutional Government Money Market Portfolio 0.36% 0% 1.03% 0.44% 0.26% 0.30%
Value Portfolio 0.97% 100% 7.30% 6.99% 9.33% 6.72%
Main Street Mid-Cap Portfolio 1.12% 100% 10.59% 6.98% 10.43% 9.27%
Global Strategic Income Portfolio 1.04% 0% -0.99% 1.71% 2.26% 3.67%
American Century Diversified Bond Portfolio 1.15% 0% -1.79% 0.82% 1.43% -2.40%
Main Street Portfolio 0.95% 100% 6.56% 9.40% 11.79% N/A
Discovery Portfolio 1.13% 100% 25.98% 11.25% 13.34% N/A
International Diversified Portfolio 1.34% 100% 10.24% 7.60% 7.83% N/A
International Growth Portfolio 1.15% 100% 6.13% 4.98% 6.22% N/A
Global Portfolio 1.15% 100% 15.28% 9.15% 11.12% N/A
Global Opportunities Portfolio 1.18% 100% 24.28% 22.38% 18.22% N/A
Developing Markets Portfolio 1.33% 100% 11.71% 6.99% 5.45% N/A
Gold & Special Minerals Portfolio 1.18% 100% -1.79% 9.88% -0.26% N/A
Real Estate Portfolio 1.34% 100% 2.11% 6.15% 7.49% N/A
Limited Term Government Portfolio 0.93% 0% -0.29% 0.20% 0.46% N/A
International Bond Portfolio 1.04% 0% -1.04% 2.98% 1.88% N/A
Senior Floating Rate Portfolio 1.25% 0% 3.92% 4.35% 3.70% N/A
Capital Income Portfolio 1.05% 60% 2.00% N/A N/A N/A
Main Street Small Cap Portfolio 1.23% 100% 14.51% N/A N/A N/A
International Small-Mid Company Portfolio 1.42% 100% 19.59% N/A N/A N/A
Global Focus Portfolio 1.31% 100% 13.60% N/A N/A N/A
MainStay High Yield Corporate Bond Portfolio 1.15% 0% 2.70% N/A N/A N/A
Limited Term Bond Portfolio 0.84% 0% 0.19% N/A N/A N/A
Dividend Opportunity Portfolio 1.15% 100% 7.33% N/A N/A N/A
T. Rowe Price Blue Chip Growth Portfolio 1.23% 100% N/A N/A N/A N/A
Global Allocation Portfolio 1.25% 60% N/A N/A N/A N/A
Total Return Bond Portfolio 0.85% 0% N/A N/A N/A N/A
American Century Short Duration Inflation Protection Bond Portfolio 1.22% 0% N/A N/A N/A N/A
SteelPath Select 40 Portfolio 1.25% 100% N/A N/A N/A N/A

See detailed breakdown of sales charges and expenses by portfolio here.


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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