529 College Savings

Scholars Choice makes it possible to save for college with a plan that is easy to implement and adapt to your needs. We've set out to make Scholars Choice one of the best 529 college savings programs out there. We offer eighteen carefully constructed, well-balanced, smart portfolio choices, built from eleven underlying funds, managed by Steven Bleiberg and his team of some of the most experienced investment professionals available in the marketplace today.
Reset
Filter Products By: No Filters Applied
AUTOMATIC ALLOCATIONS

AGE BASED

YEARS TO ENROLLMENT
SELECTED ALLOCATIONS

ASSET ALLOCATION
0-3 years 
4-6 years 
7-9 years 
10-12 years 
13-15 years 
16-18 years 
19 years and up 
10-12 years 
7-9 years 
4-6 years 
1-3 years 
Less than 1 year 
Equity 80% 
Balanced 50/50 
Fixed Income 80% 
All Equity 
All Fixed Income 
Cash Reserve 

NAME / OBJECTIVE

Automatic Investment Options

Aged-Based: Age 0-3
The investment objective of the Age-Based Option is to provide total return with reasonable safety of principal, consistent with the age of Beneficiaries invested in the Portfolios available under that Option. If you choose this Option, your Account assets will be allocated initially to one of seven portfolios depending on the age of your Beneficiary.
Aged-Based: Age 4-6
The investment objective of the Age-Based Option is to provide total return with reasonable safety of principal, consistent with the age of Beneficiaries invested in the Portfolios available under that Option. If you choose this Option, your Account assets will be allocated initially to one of seven portfolios depending on the age of your Beneficiary.
Aged-Based: Age 7-9
The investment objective of the Age-Based Option is to provide total return with reasonable safety of principal, consistent with the age of Beneficiaries invested in the Portfolios available under that Option. If you choose this Option, your Account assets will be allocated initially to one of seven portfolios depending on the age of your Beneficiary.
Aged-Based: Age 10-12
The investment objective of the Age-Based Option is to provide total return with reasonable safety of principal, consistent with the age of Beneficiaries invested in the Portfolios available under that Option. If you choose this Option, your Account assets will be allocated initially to one of seven portfolios depending on the age of your Beneficiary.
Aged-Based: Age 13-15
The investment objective of the Age-Based Option is to provide total return with reasonable safety of principal, consistent with the age of Beneficiaries invested in the Portfolios available under that Option. If you choose this Option, your Account assets will be allocated initially to one of seven portfolios depending on the age of your Beneficiary.
Aged-Based: Age 16-18
The investment objective of the Age-Based Option is to provide total return with reasonable safety of principal, consistent with the age of Beneficiaries invested in the Portfolios available under that Option. If you choose this Option, your Account assets will be allocated initially to one of seven portfolios depending on the age of your Beneficiary.
Aged-Based: Age 19 & up
The investment objective of the Age-Based Option is to provide total return with reasonable safety of principal, consistent with the age of Beneficiaries invested in the Portfolios available under that Option. If you choose this Option, your Account assets will be allocated initially to one of seven portfolios depending on the age of your Beneficiary.
Years to Enrollment 10-12 Years
The investment objective of the Years to Enrollment Option is to provide total return with reasonable safety of principal, consistent with the expected years to enrollment of Beneficiaries in that Portfolio. If you choose this Option, your Account assets will be allocated to one of five portfolios depending on the years to enrollment of your Beneficiary.
Years to Enrollment 7-9 Years
The investment objective of the Years to Enrollment Option is to provide total return with reasonable safety of principal, consistent with the expected years to enrollment of Beneficiaries in that Portfolio. If you choose this Option, your Account assets will be allocated to one of five portfolios depending on the years to enrollment of your Beneficiary.
Years to Enrollment 4-6 Years
The investment objective of the Years to Enrollment Option is to provide total return with reasonable safety of principal, consistent with the expected years to enrollment of Beneficiaries in that Portfolio. If you choose this Option, your Account assets will be allocated to one of five portfolios depending on the years to enrollment of your Beneficiary.
Years to Enrollment 1-3 Years
The investment objective of the Years to Enrollment Option is to provide total return with reasonable safety of principal, consistent with the expected years to enrollment of Beneficiaries in that Portfolio. If you choose this Option, your Account assets will be allocated to one of five portfolios depending on the years to enrollment of your Beneficiary.
Years to Enrollment less than 1 year
The investment objective of the Years to Enrollment Option is to provide total return with reasonable safety of principal, consistent with the expected years to enrollment of Beneficiaries in that Portfolio. If you choose this Option, your Account assets will be allocated to one of five portfolios depending on the years to enrollment of your Beneficiary.

Selected Investment Options

Equity 80%
The investment objective of the Equity 80% Option is to seek long-term capital appreciation through investments in equity mutual funds while maintaining 20% exposure to the relatively more stable returns of fixed income investments through investments in fixed income mutual funds. If you choose the Equity 80% Option, your Account assets will be allocated to Portfolio Age-Based 0-3 years, which has a target asset allocation of 80% equity and 20% fixed income, for the life of the Account or until you change your investment option.
Balanced 50/50
The investment objective of the Balanced 50/50 Option is to provide total return with reasonable safety of principal. If you choose the Balanced 50/50 Option, your Account assets will be allocated to Portfolio Age-Based 10-12 years, which has a target asset allocation of 50% equity and 50% fixed income, for the life of the Account or until you change your investment option.
Fixed Income 80%
The investment objective of the Fixed Income 80% Option is to seek the relatively more stable returns of a fixed income investment through investments in fixed income mutual funds while maintaining 20% exposure to the long-term capital appreciation potential of equity investments through investments in equity mutual funds. If you choose the Fixed Income 80% Option, your Account assets will be allocated to Portfolio Age-Based 16-18 years, which has a target asset allocation of 80% fixed income and 20% equity, for the life of the Account or until you change your investment option
All Equity
The investment objective of the All Equity Option is to seek long-term capital appreciation through investments in equity mutual funds. If you choose this Option, your assets will be allocated to the All Equity Portfolio for the life of the Account or until you change your investment option.
All Fixed Income
The investment objective of the All Fixed Income Option is to seek the relatively more stable returns of a fixed income investment in exchange for giving up the long-term return potential that an equity investment offers. If you choose this Option, your assets will be allocated to the All Fixed Income Portfolio for the life of the Account or until you change your investment option.
Cash Reserve2
The investment objective of the Cash Reserve Option is to seek maximum current income and preservation of capital. If you choose the Cash Reserve Option, your assets will be allocated to a single Portfolio (the "Cash Reserve Portfolio").

2While the Cash Reserve Option will invest all of its assets in a money market mutual fund and will value its units based on the underlying money market fund share value, the Cash Reserve Portfolio itself is not a money market mutual fund. An investment in the Cash Reserve Portfolio is not a bank deposit and is not insured or guaranteed by the FDIC or any other governmental agency. There is no assurance that the Cash Reserve Portfolio will be able to maintain the value of its units at $1 per unit. It is possible to lose money by investing in this option.

An investor should consider the Program's investment objectives, risks, charges and expenses before investing. The program disclosure statement at www.scholars-choice.com, which contains more information, should be read carefully before investing. If an investor or an investor's beneficiary is not a Colorado taxpayer, 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 web site. An investor in the portfolios does not have a direct beneficial interest in these funds. Additional fees for the 529 plans will apply.

Investments are not guaranteed by the State of Colorado, CollegeInvest, Legg Mason Global Asset Allocation, LLC, or Legg Mason, Inc. or its affiliates. Investment options 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 taxpayer for the purpose of avoiding tax penalties. 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 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 and the state of Colorado. Legg Mason Global Asset Allocation, LLC, Investment Manager. Legg Mason Investor Services, LLC is the primary distributor of interest in the Program. Legg Mason Global Asset Allocation, LLC and Legg Mason Investor Services, LLC are Legg Mason Inc affiliated companies.

This site is intended for U.S. investors only. The products and services described on this site are generally not available to non-U.S. investors.


Copyright © 2010 Legg Mason Investor Services, LLC, a Legg Mason Inc subsidiary. Member FINRA, SIPC