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Scholars Choice

Target allocation portfolios

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The target allocation portfolios are comprised of four professionally constructed investment portfolios, each of which invests in multiple underlying funds. These portfolios are designed with a fixed level of risk that may be appropriate for clients who seek diversified static investment solutions or portfolios defined by the concentration of risk assets.

 

Target allocation portfolio
All equity allocation portfolio
This portfolio seeks to provide a favorable long-term total return, mainly through capital appreciation. It invests in a complementary mix of active and passive equity funds across U.S. and Non-U.S. stock markets.
Growth allocation portfolio
This portfolio seeks a favorable long-term return by investing in mutual funds that invest primarily in equity securities and, to a lesser extent, in mutual funds that primarily invest in debt securities.
Balanced allocation portfolio
This portfolio seeks moderate growth by investing in mutual funds that invest in a diversified mix of asset classes. Investors benefit from a blended portfolio strategy that combines capital appreciation for growth and income for stability.
Conservative allocation portfolio
This portfolio seeks a conservative to moderate total return by investing in a Funding Agreement and mutual funds that invest primarily in debt securities and, to a lesser extent, by investing in mutual funds that invest primarily in equity securities.

Target allocations

TICKER UNDERLYING FUND All Equity Allocation Growth Allocation Balanced Allocation Conservative Allocation
TIGRX TIAA-CREF Growth & Income Fund 26.30% 21.10%  15.50%  7.00% 
TRLGX T. Rowe Price Large-Cap Growth Fund 7.50% 6.00%  4.50%  2.00% 
PEIIX Principal Equity Income Fund 9.90% 7.90%  5.90%  2.60% 
TIEIX TIAA-CREF Equity Index Fund 15.60% 12.50%  9.30%  4.20% 
TISEX TIAA-CREF Quant Small-Cap Equity Fund 3.80% 3.00%  2.20%  1.00% 
TCIEX TIAA-CREF International Equity Index Fund 24.00% 19.20%  14.20%  6.50% 
TEQLX TIAA-CREF Emerging Markets Equity Index Fund 6.00% 4.80%  3.60%  1.60% 
TIREX TIAA-CREF Real Estate Securities Fund 6.90% 5.50%  4.10%  1.90% 
TIBDX TIAA-CREF Core Bond Fund - 12.00%  24.40% 25.00%
FSFRX Nuveen Strategic Income Fund - 4.00%  8.20% 3.50%
TIILX TIAA-CREF Inflation-Linked Bond Fund - 3.00% 6.10% 6.60%
TIHYX TIAA-CREF High-Yield Fund - 1.00% 2.00% 3.10%
N/A TIAA Life Funding Agreement - - - 35.00%

1 Contributions are deductible from Colorado State income tax in the tax year of the contribution up to the account holder’s Colorado taxable income for that year. Such deductions are subject to recapture in subsequent years in which non-qualified withdrawals are made.

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. 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 a designated beneficiary will be admitted to or permitted to continue to attend an institution of higher education. Contributions to an Account and the investment earnings if any, are not guaranteed or insured.

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