Investment Performance Disclaimer
The investment returns for the investment options are provided as general information only and are not intended to provide investment or other advice. Past performance is no guarantee of future performance. The Program cannot and will not provide legal, financial or tax advice, and nothing herein or in any other written materials shall be construed as such.
The administrative fees are available in the Program Description and Participation Agreement found on our website.
The investment return shown for each investment option reflects the returns for the portfolio(s) comprising the investment option. For investment options that consist of multiple portfolios, the Board may change the allocations. When such changes occur, historical performance will be based on the allocations as of the date of the change. Performance for periods after the change will be based on the updated allocations.
Please see the Program Description & Participation Agreement for the Investment 529 Plan.
The assets of the Investment 529 Plan are invested in accordance with the guidelines.
Investment returns shown in the table above were calculated by Aon, the Board’s investment consultant, by computing the percentage change in the trust unit value of each investment option. The unit values were provided to Aon for computing the investment returns.
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