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Individual fund portfolios
Scholars Choice offers 14 Individual fund portfolios, including 3 ESG (environmental, social and governance) portfolios. Each portfolio invests in a single underlying fund.
Customize as you like! Work with your financial professional to assemble your own portfolio and create an asset allocation mix that suits your investing needs. You may invest in as many of the following Individual fund portfolios, Target allocation or Enrollment year investment portfolios, as long as the total allocation equals 100%.
|INDIVIDUAL FUND PORTFOLIOS|
|Large Cap Core||Santa Barbara Dividend Growth Portfolio|
|Large Cap Core||TIAA Large Cap U.S. Equity Index Portfolio|
|Large Cap Value||Principal Equity Income Portfolio|
|Large Cap Growth||T. Rowe Price Large Cap Growth Portfolio|
|Mid Cap||Principal Mid Cap Portfolio|
|Small Cap||TIAA U.S. Small Cap Portfolio|
|Oakmark International Portfolio|
|DFA Emerging Markets Portfolio|
|Dodge & Cox Global Fixed Income Portfolio|
|Western Asset Core Plus Bond Portfolio|
|ENVIRONMENTAL, SOCIAL, AND GOVERNANCE (ESG)|
|Nuveen ESG Large Cap U.S. Equity Portfolio|
|Nuveen ESG International Developed Equity Portfolio|
|Nuveen ESG U.S. Aggregate Bond Portfolio|
|SHORT TERM CASH|
|TIAA Money Market Portfolio|
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 read the Plan Description or request one at 888-5-SCHOLAR (888-572-4652).
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.