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Investment choices

Though the end goal is the same — to help pay for education — everyone’s investment strategy may not be the same and can even differ greatly based on unique circumstances, financial constraints, timelines, and overall savings goals.

The Scholars Choice Education Savings Plan provides a variety of professionally managed investments to choose from including enrollment-based options that automatically change as your designated beneficiary ages. Alternatively, your financial professional can tailor your portfolio with target allocation and individual options to match your risk tolerance, timeline, and investment preferences.

Portfolio options
Scholars Choice Enrollment year investment portfolios
These portfolios base their investment mix on the first year the student is expected to pay for qualified education expenses. The risk level automatically shifts from aggressive to conservative as the enrollment year approaches. Since education can start at many different ages, select the Enrollment Year Investment Portfolio that corresponds to your student's expected future year of enrollment or one that best meets your specific investment objective.
Scholars Choice Target allocation portfolios
Four professionally constructed investment portfolios with a fixed level of risk that invest in multiple underlying funds. These may be appropriate if you prefer a diversified investment portfolio with a fixed risk level rather than a risk level that changes as the designated beneficiary ages.
Scholars Choice Individual fund portfolios
This multi-manager lineup offers 14 investment portfolios, each of which invests in a single underlying fund for targeted investment exposure. You may select among U.S. equity, non-U.S. equity, and fixed income asset classes, as well as the ESG choices. There is also a money market option if you are risk-averse. Working with your financial professional, you can create a customized investment solution using these individual fund portfolios.

Price & performance

Enrollment year investment portfolios
2038-2039
2036-2037
2034-2035
2032-2033
2030-2031
2028-2029
2026-2027
2024-2025
2022-2023
In School
Target allocation portfolios
All Equity Allocation Portfolio
Growth Allocation Portfolio
Balanced Allocation Portfolio
Conservative Allocation Portfolio
Individual fund portfolios
Nuveen Dividend Growth Portfolio
TIAA Large Cap U.S. Equity Index Portfolio
Principal Equity Income Portfolio
T. Rowe Price Large Cap Growth Portfolio
Principal Mid Cap Portfolio
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
Nuveen ESG Large Cap U.S. Equity Portfolio
Nuveen ESG International Developed Equity Portfolio
Nuveen ESG U.S. Aggregate Bond Portfolio
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.



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