Stable Value Plus Investment Option
Investments Managed by Metropolitan Life Insurance Company of Connecticut (MetLife)
Designed to protect your principal investment, this option currently provides an annual 3% rate of return1 through December 31, 2010. Stable Value Plus accomplishes this through a guarantee provided to the plan by MetLife Insurance Company. Since your contributions and accumulated earnings are not exposed to general market risk and fluctuations, this option may be appropriate if you are seeking a low-risk investment or if you plan to use the funds for college soon. For more information, read the Stable Value Plus Plan Disclosure Statement.
MetLife resets the annual rate of return for the plan each January 1. CollegeInvest will make the upcoming year's rate of return available to investors and potential investors the December before the rate is reset. Again, the annual rate of return for 2010 is 3%.1
Important Considerations
Official Statement 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.
Home State 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.
The 2010 rate of return of an annual 3% is net of all fees.The rate of return is reset each year by MetLife and will not go below a minimum of 2%. The minimum rate of return of 2% is prior to any fees or charges payable to CollegeInvest, including an annual administrative fee of 0.75%.
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