CollegeInvest Stable Value Plus
The CollegeInvest Stable Value Plus College Savings Plan offers a variety of benefits to investors. Read through the plan to see how this Plan may fit your investment needs.
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Financial Strength Ratings
The following Financial Strength Ratings represent the opinions of rating agencies regarding the financial ability of Brighthouse Life Insurance Company, formerly known as MetLife Insurance Company USA, to meet its obligations under its insurance policies.
* Source: savingforcollege.com,April 2016.
The Stable Value Plus Plan received a 4-1/2 Cap Rating for Colorado residents. An excellent program with many benefits for the participant and positive investment attributes. If it has any significant weaknesses then it also has some particularly good things to recommend it. A 4 Cap Ratings represents the attractiveness of a 529 plan, relative to all other 529 plans, by assigning an overall rating to each 529 program ranging from 1 Cap (least attractive) to 5 Caps (most attractive). 5-Cap Ratings represent an assessment based on many considerations such as flexibility, liquidity and availability, ownership rights, state benefits, investment approach and safety, program resources and financial aid impact. It is not strictly a measure of historical returns, and it is not a predictor of future investment performance, level of investment risk or financial solvency of the program funds. These ratings are not the result of a fixed formula and a significant portion of the analysis is subjective.
Before establishing a 529 account and making contributions, it is imperative that investors read and understand all enrollment materials and disclosures from the programs.
To learn about CollegeInvest's Stable Value Plus College Savings Plan, its objectives, risks, charges, expenses, limitations, restrictions, and qualifications regarding the Plan's benefits and potential tax advantages, please read and carefully consider the Plan Disclosure Statement (PDS). Also, check with your or your beneficiary's home state to learn if it offers tax or other benefits for investing in its own plan. Administered and issued by CollegeInvest.
Investments in CollegeInvest Plans are not guaranteed by the State of Colorado, CollegeInvest, or any other governmental entity and may lose value, including the principal amount invested.
CollegeInvest and the CollegeInvest logo are registered trademarks.