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	AZ CSB Family College Savings Progr
	State Provider: Arizona; Net Assets ($mil): $63.2 as of 06-30-04

Plan Summary

Portfolio Allocations

Portfolio Holdings

Underlying Funds

Plan Features

Plan Inception Date

06-01-99

Availability: Sales Channel

Resident: Both
Non-Resident: Both

Annual State Tax Deduction

None

Beneficiary Age Limit

—

Max Investment/Beneficiary

$304,000

(includes appreciation)

Mos. to Qualified Withdrawal

Qualified Schools

Public, Private & International

Available Tracks

—

Available Share Classes

—

Plan Diversification

Static Portfolios

Underlying Funds’ Style

US Stock		Bond

Total International Funds:

Underlying Funds’ Ratings

Fees & Expenses

Overall Morningstar Rating

# Equity
Funds

# Bond
Funds


	—		—
	—		—
	—		—
	—		—
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Ratings as of 10-31-09

Management Fee


Range	0
529 Plan Avg	0.8

Enrollment Fee

$10

Annual Maintenance Fee

—

Portfolio Expense Ratio Range

—

Fee to Change Beneficiary

—

Share Classes: Sales Charge

—

Minimum Contributions


	Non-Resident	Resident


Initial Purchase	$250	$250
Additional Purchase	250	250
Initial (AIP)	100	100
Additional (AIP)	100	100


	Contact Information

Program Manager

College Savings Bank

Plan Address

College Savings Trust
P.O. Box 3769
Princeton, NJ 08543
(800) 888-2723

Trustee

Arizona Commission for Postsecondary Education

Web Address

http://arizona.collegesavings.com/



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	© 2009 Morningstar, Inc. All rights reserved. The information, data, analyses, and opinions contained herein (1) include the confidential and proprietary information of Morningstar, and (2) may not be copied or redistributed, (3) do not constitute investment advice offered by Morningstar, (4) are provided solely for information purposes and therefore are not an offer to buy or sell a security, and (5) are not warranted to be correct, complete or accurate. Morningstar shall not be responsible for any trading decisions, damages or other losses resulting from, or related to, this information, data, analyses or opinions or their use. Past performance is not indicative of future results. The state provider of this plan does not guarantee the investment against loss. Please read the plan prospectus carefully. S&P 500 index data: S&P 500 © Copyright 2009