GRAND Magazine - March/April 2015 - (Page 1)
Scholars Choice 529:
Choose a 529 plan
with proven results
Investment excellence 19 quarters in a row for
the one-year period
Ranked the #1 advisor-sold 529 plan by
Savingforcollege.com for both the three-year and
five-year rolling periods ending June 30, 2014
One of the largest advisor-sold plans nationwide,
backed by low fees and multiple investment options
For a proven plan committed to excellence,
An investor should consider the Program's investment objectives, risks, charges and expenses before
investing. The Program Disclosure Statement at scholars-choice.com, which contains more information, should
be read carefully before investing. If an investor and/or an investor's beneficiary are not Colorado taxpayers,
they should consider before investing whether their home states offer 529 plans that provide state tax and
other benefits only available to state taxpayers investing in such plans.
All Savingforcollege.com rankings are as of June 30, 2014 and are based on the universe of 30 advisor-sold plans for Class A share performance (including maximum sales charges). The
portfolios within the plans are compared and ranked based on published investment returns. The plan's composite ranking is determined by the average of its percentile ranking. The
ranking is based on short and long-term performance (i.e., rolling 1-, 3-, 5- and 10-year periods). The program ranked 4, 1, 1 and 8 for the quarterly rolling 1-, 3-, 5- and 10-year periods,
respectively. Past performance is no guarantee of future results. The performance and rankings discussed are inherently limited and are not indicative of longer-term performance.
Current performance may be lower or higher than performance results used for these rankings, resulting in different rankings that may be lower than those shown. Market volatility,
interest rate changes and economic events, among other factors, can affect an investment's short-term returns.
Savingforcollege.com derives the rankings using each plan's relevant portfolio performance in seven unique asset allocation categories: 100% Equity, 80% Equity, 60% Equity, 40%
Equity, 20% Equity, 100% Fixed and 100% Short Term. The plan's composite ranking is determined by the average of its percentile ranking in these categories. Within each category,
portfolios are compared and ranked based on published investment returns. Separate rankings are produced for 1-, 3-, 5-, and 10-year periods. In addition, two versions of rankings for
each performance period are produced: one based on performance without sales charges and the other based on performance with maximum sales charges. Please visit Savingforcollege.
com for more information about the ranking.
Additional unit classes may exist for each plan ranked. Please refer to each plan's program disclosure statement for more information regarding its performance, fees and expenses. For
Scholars Choice's program disclosure statement, please visit scholars-choice.com.
Investments in the Scholars Choice College Savings Program are not insured by the FDIC or any other government agency and are not deposits or other obligations of any depository
institution. Investments are not guaranteed by the State of Colorado, CollegeInvest, QS Legg Mason Global Asset Allocation, LLC, Legg Mason Investor Services, LLC, or Legg Mason, Inc.
or its affiliates and are subject to investment risks, including loss of principal amount invested.
Scholars Choice is a registered service mark of CollegeInvest. CollegeInvest and the CollegeInvest logo are registered trademarks. Administered and issued by CollegeInvest, State of
Colorado. QS Legg Mason Global Asset Allocation, LLC is the Investment Manager and Legg Mason Investor Services, LLC is the primary distributor of interests in the Program; together
they serve as Manager of the Program. QS Legg Mason Global Asset Allocation and Legg Mason Investor Services, LLC are Legg Mason, Inc. affiliates.
QS Legg Mason Global Asset Allocation (QS LMGAA) is part of the combined QS Investors investment platform, which is comprised of QS Investors, LLC, QS Batterymarch Financial
Management, Inc. and QS LMGAA.
©2014 Legg Mason Investor Services, LLC. Member FINRA, SIPC. Legg Mason Investor Services, LLC is a subsidiary of Legg Mason, Inc.
scholars-choice.com SCHX016827 411587 9/14 FN1413390
INVESTMENT PRODUCTS: NOT FDIC INSURED * NO BANK GUARANTEE * MAY LOSE VALUE
THE MAGAZINE FOR GRANDPARENTS
AND THEIR FAMILIES
Table of Contents for the Digital Edition of GRAND Magazine - March/April 2015
GRAND Magazine - March/April 2015