Don’t take our word for it
Hear what others are saying about our lineup:
- Western Asset, manager of five of the underlying funds in the Scholars Choice portfolios, including Western Asset Core Plus Bond Fund (WAPSX), was honored by Morningstar as the 2014 U.S. Fixed-Income Fund Manager of the Year.1
- ClearBridge Investments, manager of three of the underlying funds in the Plan, including ClearBridge Aggressive Growth Fund (LSIFX), received the Lipper award for the 5-year period ending December 31, 2014 for Lipper’s Multi-Cap Growth Funds category.2
- Brandywine Global, manager of two of the underlying funds in the Plan, including LM BW Global Opportunities Bond Fund (GOBSX), was a 2014 Morningstar Fixed Income Manager of the Year Nominee.
At the heart of Scholars Choice is QS Investors
QS Investors takes a hands-on approach, performing ongoing fund selection, portfolio construction, asset allocation and performance monitoring for the Plan.
The Scholars Choice portfolio management team employs the QS process — a big-picture focus that dynamically shifts market exposure based on insights into investor behavior. Meticulous, open-minded and innovative, QS’s oversight has been a key strength in delivering solid long-term, risk-managed returns for Scholars Choice account owners.
Investment manager commentary that features an overview of performance, activity and perspective on the market environment.
1 Awarded to Ken Leech, Carl Eichstaedt and Mark Lindbloom for Western Asset Core Bond Fund (WACSX) and Western Asset Core Plus Bond Fund (WAPSX); named Morningstar 2014 U.S. Fixed Income Manager of the Year, United States of America. Morningstar Awards 2015 © Morningstar, Inc. Morningstar Fund Manager of the Year award recognizes portfolio managers who demonstrate excellent investment skill and the courage to differ from the consensus to benefit investors. To qualify for the award, managers' funds must have not only posted impressive returns for the year, but the managers also must have a record of delivering outstanding long-term performance risk-adjusted performance and of aligning their interests with shareholders'. The Fund Manager of the Year award winners are chosen based on Morningstar's proprietary research and in-depth evaluation by its fund analysts.
2 The 2015 Lipper Fund Award winners are selected based on the highest risk-adjusted performance among funds within a given category for the 3-, 5- and 10-year periods ending 12/31/14. Fund classification averages are calculated with all eligible share classes for each eligible classification. The calculation periods extend over 36, 60 and 120 months. The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over 3, 5 or 10 years. A high Lipper rating does not necessarily imply that a fund had the best total performance or that the fund achieved positive results for that period. Lipper Inc. is a major independent mutual fund tracking organization.
IMPORTANT INFORMATION: An investor should consider the Program's investment objectives, risks, charges and expenses before investing. The Program Disclosure Statement, which contains more information, should be read carefully before investing. If an investor and/or an investor's beneficiary are not Colorado taxpayers, 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.
Investments in the Scholars Choice College Savings Program are not insured by the FDIC or any other government agency and are not deposits or other obligations of any depository institution. Investments are not guaranteed by the State of Colorado, CollegeInvest, QS Investors, LLC, Legg Mason Investor Services, LLC, or Legg Mason, Inc., or its affiliates and are subject to 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 such taxpayer for the purpose of avoiding tax penalties or complying with any applicable tax laws or regulations. 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 such 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, State of Colorado. QS Investors, LLC is the Investment Manager and Legg Mason Investor Services, LLC is the primary distributor of interests in the Program; together they serve as Manager of the Program. QS Investors, LLC, ClearBridge Investments, LLC, Brandywine Global Investment Management, LLC, Royce & Associates, LP, Western Asset Management Company, and Legg Mason Investor Services, LLC are Legg Mason, Inc. affiliates. Thornburg Investment Management, Inc. and Templeton Global Advisors Limited are not affiliated with Legg Mason, Inc.
Audited financial statements for the Scholars Choice® College Savings Program, including balance sheets, income statements, cash flow statements, and the Management's Discussion and Analysis (MDA), may be viewed at https://www.collegeinvest.org/about-us/financial-statements or a hard copy may be obtained by calling Scholars Choice at 1-888-572-4652.
Carefully consider a fund’s investment objectives, risks, charges and expenses before investing. Please view the prospectus or summary prospectus, for this and other information. Read it carefully.