 |
|
|
| |
CO Stable Value Plus Coll Svgs Prog |
|
| |
State Provider: Colorado; Net Assets ($mil):
— as of
— |
|
| |
|
|
|
 |
|
|
| |
The Travelers Insurance Company runs the CollegeInvest Stable Value Plus College Savings Program. It is not a traditional 529 savings plan because investors do not choose between investment options that may gain or lose value. Instead, Travelers sets a rate of return that is fixed for the course of a year and then resets the rate annually depending on the current interest rate environment. For 2005, the rate was fixed at 3.3%, though a 0.75% administration fee gets subtracted each year. The minimum return before expenses is 2%.(Information as of 09/21/2005) |
|
|
 |
|
|
|
|
| |
| Availability: Sales Channel |
Resident: Direct
Non-Resident: Direct
|
|
| Annual State Tax Deduction |
| Max Investment/Beneficiary |
|
$280,000 |
|
(includes appreciation)
|
|
| Mos. to Qualified Withdrawal |
|
Public, Private & International
|
|
|
|
| US Stock
|
|
Bond |
|
|
|
|
| Total International Funds: |
|
|
|
|
|
|
|
|
| |
| Underlying Funds’ Ratings |
|
|
|
|
|
|
|
|
|
|
|
|
| |
| Overall Morningstar Rating |
# Equity
Funds |
|
# Bond
Funds |
|
|
| Ratings as of
10-31-09 |
|
|
|
|
|
|
|
|
| Range |
0 |
| 529 Plan Avg |
0.8 |
|
|
|
|
| Portfolio Expense Ratio Range |
| Fee to Change Beneficiary |
| Share Classes: Sales Charge |
|
|
|
|
|
| Initial Purchase |
$25 |
$25 |
| Additional Purchase |
25 |
25 |
| Initial (AIP) |
25 |
25 |
| Additional (AIP) |
15 |
15 |
|
|
|
|
|
