Scholars Choice College Savings Program
Investments Managed by Legg Mason, Inc.
If you are interested in a set 529 investment allocation and choosing if, when and how your investment adjusts over time, consider one of these six options. They range from an aggressive, all equity allocation to a more conservative, money market allocation. With these options, your account 's asset allocation is fixed for as long as you choose to remain invested.² Your advisor will help you determine the option suitable for you, based on your investment objective, time horizon, risk tolerance and other investments.
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While 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 Option itself is not a money market mutual fund. An investment in the Cash Reserve Option 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 Option 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.
If you'd like to free yourself from the task of adjusting your investment allocation over time, you may want to consider Automatic Allocations.
Check the prices and performance of each of the portfolios mentioned above.
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¹1Please refer to the Scholars Choice Program Disclosure Statement for more information on the underlying investments shown on these pages. The manager may deviate, as permitted, within the prescribed ranges from the target allocations in order to seek and meet the portfolio's investment goal.
²2You may change your investment option once in a calendar year or upon changing the beneficiary on the account.
Please read the applicable Plan Disclosure Statements carefully before investing. They explain certain risks, fees, limitations, restrictions and qualifications regarding the Plans’ benefits and potential tax advantages. Plan Disclosure Statements can be found at www.collegeinvest.org. Investments in CollegeInvest Plans are not guaranteed by the state of Colorado or any other governmental entity, and may lose value, including principal amount invested. Administered and issued by CollegeInvest.
If you or your designated beneficiary are a resident of a state other than Colorado, before investing you should check with your home state to see if it offers a 529 program. That program may offer state tax or other benefits to residents of that state that may not be available to investors in programs of other states.
Capacity of Dealer and Other Parties
CollegeInvest is the issuer of plan securities and is the trustee of the plans in accordance with Colorado law. CollegeInvest also oversees the Manager 's activities and provides certain administrative services, such as marketing, audit, and financial statements, in connection with the plans.
Legg Mason Global Asset Allocation, LLC
Legg Mason Global Asset Allocation, LLC is an affiliate of Legg Mason, Inc. Legg Mason, Inc. is a global asset management firm, structured as a holding company. The firm is headquartered in Baltimore. The primary distributor for the product is Legg Mason Investor Services, LLC.
Legg Mason Investor Services, LLC receives no compensation with respect to the Stable Value Plus and/or Direct Portfolio Plan and assumes no responsibility with respect thereto. Legg Mason Investor Services, LLC does not provide investment management, administrative, marketing or any services for the Stable Value Plus Plan and/or Direct Portfolio Plan.
CollegeInvest and the CollegeInvest logo are registered trademarks. Scholars Choice is a registered service mark of CollegeInvest.