Price & Performance
College Enrollment Year Portfolios
*Inception date is the date of plan conversion, 09/10/18 for all College Enrollment Year Portfolios except the 2037 Enrollment Year Portfolio which launched on 10/22/18.
The current rate of the Principal Plus Interest Option is 1.65% net of fees. This re-sets annually on March 31st of each year. This option is not available for new contributions.
The current rate of the FDIC-Insured Option is 2.1% net of fees. This re-sets based on the Fed Funds Rate.
Please see the Plan Disclosure Booklet for more information.
*Inception date is the date of plan conversion, 09/10/18 for all Static Portfolios.