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Scholars Choice Among Top 4 Performance ranking for Scholars Choice Read Now

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A Savings Plan for Every Situation

Scholars Choice has a range of savings options that can be tailored to your situation.

Investment Type Attributes/Options
By Age
Age-based: 0-3 years old through 19+ years old Years to enrollment based: 10-12 years through < 1 year Automatically adjusts risk profile
By Risk
Standard option with asset allocation such as:
All Equity
Balanced Equity/Fixed Income
All Fixed Income
or others
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Compare Fees and Expenses Between States

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Each state sponsors its own 529 plan(s), so programs can vary widely. Tax benefits — as well as fees and expenses — are just some of the important things to consider when choosing a plan.

Portfolio Manager Commentary

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Timely market insights from Scholars Choice managers designed to help you make informed investment decisions.

*All Savingforcollege.com rankings are as of June 30, 2014 and are based on the universe of 30 advisor-sold plans for Class A share performance (including maximum sales charges). The portfolios within the plans are compared and ranked based on published investment returns. The plan's composite ranking is determined by the average of its percentile ranking. The ranking is based on short and long-term performance (i.e., rolling 1-, 3-, 5- and 10-year periods). The program ranked 4, 1, 1, and 8 for the quarterly rolling 1-, 3-, 5- and 10-year periods, respectively. Past performance is no guarantee of future results. The performance and rankings discussed are inherently limited and are not indicative of longer-term performance. Current performance may be lower or higher than performance results used for these rankings, resulting in different rankings that may be lower than those shown. Market volatility, interest rate changes and economic events, among other factors, can affect an investment's short-term returns.

Ranking Methodology
Savingforcollege.com derives the rankings using each plan's relevant portfolio performance in seven unique asset allocation categories: 100% Equity, 80% Equity, 60% Equity, 40% Equity, 20% Equity, 100% Fixed and 100% Short Term. The plan's composite ranking is determined by the average of its percentile ranking in these categories. Within each category, portfolios are compared and ranked based on published investment returns. Separate rankings are produced for 1-, 3-, 5- and 10-year periods. In addition, two versions of rankings for each performance period are produced: one based on performance without sales charges and the other based on performance with maximum sales charges. Please visit Savingforcollege.com for more information about the ranking. Additional unit classes may exist for each plan ranked. Please refer to each plan's program disclosure statement for more information regarding its performance, fees and expenses. For Scholars Choice's program disclosure statement, please visit scholars-choice.com.

An investor should consider the Program's investment objectives, risks, charges and expenses before investing. The Program Disclosure Statement at scholarschoice.com, which contains more information, should be read carefully before investing. If an investor and/or an investor's beneficiary are not Colorado taxpayers, they should consider before investing whether their home states offer 529 plans that provide state tax and other benefits only available to state taxpayers investing in such plans.

Mutual funds are sold through prospectus only. No offer is made hereunder or pursuant to the Program of any of the funds discussed in this website. An investor in the portfolios does not have a direct beneficial interest in these funds. Additional fees for the 529 plans will apply.

Investments in the Scholars Choice College Savings Program are not insured by the FDIC or any other government agency and are not deposits or other obligations of any depository institution. Investments are not guaranteed by the State of Colorado, CollegeInvest, QS Legg Mason Global Asset Allocation, LLC, Legg Mason Investor Services, LLC, or Legg Mason, Inc. or its affiliates and are subject to investment risks, including loss of principal amount invested.

Legg Mason, Inc., its affiliates and its employees are not in the business of providing tax or legal advice to taxpayers. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon by any such taxpayer for the purpose of avoiding tax penalties or complying with any applicable tax laws or regulations. Tax-related statements, if any, may have been written in connection with the "promotion or marketing" of the transaction(s) or matter(s) addressed by these materials to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

Scholars Choice® is a registered service mark of CollegeInvest. CollegeInvest and the CollegeInvest logo are registered trademarks. Administered and issued by CollegeInvest, State of Colorado. QS Legg Mason Global Asset Allocation, LLC is the Investment Manager and Legg Mason Investor Services, LLC is the primary distributor of interests in the Program; together they serve as Manager of the Program. QS Legg Mason Global Asset Allocation and Legg Mason Investor Services, LLC are Legg Mason, Inc. affiliates. Thornburg Investment Management, Inc. is not affiliated with Legg Mason Inc. and its affiliates.

QS Investors is a combined investment platform comprised of QS Investors, LLC (QS), QS Batterymarch Financial Management, Inc. and QS Legg Mason Global Asset Allocation, LLC (QS LMGAA).

Audited financial statements for the Scholars Choice® College Savings Program, including balance sheets, income statements, cash flow statements, and the Management's Discussion and Analysis (MDA), may be viewed at http://www.collegeinvest.org/financial-reports or a hard copy may be obtained by calling Scholars Choice at 888-572-4652.

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