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Plan: Pennsylvania 529 Investment Plan

Portfolio: Growth Portfolio

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Asset Allocation

Asset Class % Assets Category Avg.
US Stock 45.00% 49.23%
Foreign Stock 30.00% 22.71%
Real Estate 0.00% 1.68%
Bond 25.00% 24.52%
Short Term Bond 0.00% 0.81%
Cash / MM 0.00% 1.05%

Performance


Fees and Expenses (1 Year)

Total Expense Ratio
Fees vs. Performance

Growth of $10,000


Data as of 12/31/2023.

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.

Each portfolio is assigned to a category of similar portfolios for comparison purposes. Read about our methodology for categorizing portfolios here.

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