0
Add funds
Fund 1
Fund 2
Fund 3
Fund 4
TOOLS
The Morningstar Fund Compare tool quickly evaluates different funds against one another. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
The Morningstar Portfolio Review tool compares and analyzes your portfolio holdings. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
Tools are currently unavailable for use on mobile. Please visit the desktop site.
fund compare tool image
Fund Compare
Quickly evaluate different MFs, CEFs and ETFs against one another
portfolio review tool image
Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
plan profit calculator image
Plan Profit (k)alculator
A plan profitability analysis may reveal a more accurate business financial picture
Image of Municipal bond investing ladder tool
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
Powered by Morning star
Which type of investor are you?
Tech Image

Portfolio highlights
  • Utilizes an underlying fund that provides high conviction, yet sensibly diversified exposure to the mid cap universe, without style extremes or excess concentration in any one sector. It may also invest in foreign securities.
  • May be appropriate for investors interested in specific individual funds or a particular type of investment exposure.
  • Can be combined with other Individual Portfolios to create a unique asset allocation to serve investor needs or modify the risk profile of a portfolio.

Portfolio description

The Principal Mid Cap Portfolio invests in an underlying fund that targets a segment of the U.S. equity market for long-term growth of capital through a portfolio of equity securities of companies with medium market capitalizations at the time of purchase.

Target allocations

Portfolio basics

Performance

Average annual total returns

Returns quoted represent past performance which is no guarantee of future results. Investment returns and principal value will fluctuate so that when shares are redeemed, they may be worth more or less than their original cost. Current performance may be higher or lower than the performance shown. Total returns for a period of less than one year are cumulative. Returns without sales charges would be lower if the sales charges were included. Returns assume reinvestment of dividends and capital gains.

Average annual total returns shown "with sales charges" are net of the following: (1) the current annual plan management fee of 0.15% of plan portfolio assets; (2) the current annual distribution and service fees1 of 0.25% for Class A units or the current annual distribution and service fees of 0.75% for Class C units; (3) initial sales charges up to 3.50% (Class A) or 0.75% CDSC for periods one year or less (Class C); (4) the current CollegeInvest Administration fee of 0.06%2 and (5) annual expenses of the share classes of the underlying mutual funds in which Plan portfolios invest, currently up to 0.75% of assets, which may vary. The TIAA Money Market Portfolio does not charge an initial sales charge nor does it assess an annual distribution and service fee; the plan management fee is also currently waived for this portfolio. Plan fees, expenses and sales charges are subject to change. Underlying fund expenses will vary and in some cases have been reduced by fee and expense waivers or reimbursements, which may be ended at any time reducing future performance.

Pricing

Historic Daily NAV

Please keep in mind that if you invest in an Individual Fund Portfolio, you will own interests in the Individual Fund Portfolio; you will not own shares in the underlying mutual fund.

Literature

Featured insights
Retirement Developing a college funding strategy
Funding the cost of college tuition and related expenses for children is a common source of concern for parents and grandparents who worry about the ever-increasing costs of a college education.
Asset Allocation Dollar cost averaging: opportunity amidst uncertainty
Dollar cost averaging is a disciplined investment plan that results in buying more shares when prices are low and fewer shares when prices are high.
Asset Allocation Staying invested: long-term investment horizons
Equity markets tend to rebound over a period of time and missing the top days can significantly impact your returns.

1 There are no annual distribution and services fees on Class I units.

2 CollegeInvest currently is electing to waive 0.04% (4 basis points) of its 0.10% administration fee. While such waiver continues in effect, CollegeInvest will receive an administration fee at an annual rate of 0.06% (6 basis points) of the average daily net assets of each portfolio. CollegeInvest may discontinue this waiver at any time without notice.

Returns quoted represent past performance which is no guarantee of future results. Investment returns and principal value will fluctuate so that when shares are redeemed, they may be worth more or less than their original cost. Current performance may be higher or lower than the performance shown. Total returns for a period of less than one year are cumulative. Returns without sales charges would be lower if the sales charges were included. Returns assume reinvestment of dividends and capital gains.

Net Asset Value (NAV): An investment option’s net asset value (“NAV”) per unit or unit price is calculated by dividing the value of its net assets by the total number of units outstanding. NAV per unit or unit price is based on the value of the Investment Option’s investments, including its holdings in underlying mutual funds. The NAV per share of each underlying mutual fund in which the Investment Options are invested normally is determined as of the close of regular trading on the NYSE.

The Scholars Choice Education Savings Plan is offered by the State of Colorado. TIAA-CREF Tuition Financing, Inc. is the Plan Manager and Nuveen Securities, LLC is the Distributor.

There are various risks associated with an investment in the Scholars Choice Education Savings Plan; principal loss is possible.

The Scholars Choice Education Savings Plan’s Investment Portfolios are subject to the risks of the underlying fund(s) in which they invest and other risks, as described in the Plan Description. To obtain a more complete description of the investment policies and risks of the underlying funds, please refer to the current prospectuses for the underlying funds.

The Target Allocation Portfolios are currently comprised of four Investment Portfolios. The Target Allocation Portfolios are designed for account owners who prefer a diversified Investment Portfolio with a fixed risk level rather than a risk level that changes as the Designated Beneficiary ages.

The Enrollment Year Investment Portfolios are intended for Account Owners who prefer an Investment Portfolio with a risk level that becomes increasingly conservative over time as the Designated Beneficiary approaches expected enrollment in an Eligible Educational Institution and/or expected year in which amounts will be withdrawn to pay for Qualified Higher Education Expenses. There are ten target Enrollment Year Investment Portfolios that invest in multiple underlying funds, each of which has a different investment strategy.

Before investing, carefully consider the investment objectives, risks, charges and expenses of the Scholars Choice Education Savings Plan, including whether the investor’s or Designated Beneficiary’s home state offers any state tax or other benefits that are only available for investment in such state’s qualified tuition program. Other state benefits may include financial aid, scholarship funds, and protection from creditors. For this and other information that should be read carefully, please request a Plan Description at 888-5-SCHOLAR (888-572-4652) or visit scholars-choice.com.

Participation in the Scholars Choice Education Savings Plan does not guarantee that the account’s assets will be adequate to cover future tuition or other higher education expenses, or that contributions and the investment return on contributions, if any, will be adequate to cover future tuition and other eligible education expenses or that a Designated Beneficiary will be admitted to or permitted to continue to attend any eligible educational institution. Contributions to an Account and the investment earnings, if any, are not guaranteed or insured.



You are about to access our website for visitors outside of the United States.

You are about to access our website for Nuveen Global Cities REIT

You are leaving the Nuveen website.

You are leaving the Nuveen website and going to the website of the MI 529 Advisor Plan, distributed by Nuveen Securities, LLC.

The Nuveen website for institutional investors is available for you.

You are about to access our website for visitors outside of the United States.

Contact us
Contact us
Back to Top