| Total Available Funds: | 6 |
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| Total Available Funds: | 6 |
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| Total Available Funds: | 6 |
- R*: Redemption (Minimum months to hold).
- RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
- WP: Waiting Period (minimum months to wait before buy again).
- M*:Mark (p: proxy, n: not used).
| Asset Class | Ticker | Description | Rating | R* | RT | WP | Expense | Yield | ||||||||||||||||||||||||||||||||||||
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| Strategic Asset Allocation - Equal Weight: Click here to see this strategy description | |||||||
| Equal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
 |
Click for Portfolio Details or Follow | 1.2% | 3.8% | 8.2% | 9.0% | 14.5% | 12.5% |
| Sign up or Login first to get rebalance emails for this portfolio | |||||||
| Strategic Asset Allocation - Optimal: Click here to see this strategy description | |||||||
| Optimal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
Click for Portfolio Details or Follow | 0.0% | 3.3% | 6.8% | 8.0% | 18.1% | 15.4% |
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
| Tactical Asset Allocation: Click here to see this strategy description | |||||||
| Dynamic Asset Switching | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
|
Click for Portfolio Details or Follow | -2.0% | 3.9% | 5.7% | 6.5% | 4.5% | 4.7% |
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
| Asset Allocation Composite: Click here to see this strategy description | |||||||
| Strategic Asset Allocation with Dynamic Risk Adjustment | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
|
Click for Portfolio Details or Follow | 3.4% | 8.0% | 4.2% | 31.9% | 18.8% | 15.6% |
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
The D.C. College Savings Plan, sponsored by the state of Washington D.C., is provided by Columbia Menagement LLC. The Columbia 529 plan provides two types of investment solution: Age-based Portfolios and single-fund portfolios. With the single-fund portfolio option, the assets in your Columbia 529 Plan account will be reallocated only at your instruction, but changes to existing investments within the plan can be made only once per calendar year. MyPlanIQ.com provides asset allocation strategies for the second-type investors to constructs customized 529 portfolios, which is better tailored to their risk profile. The model portfolios are constructed basing on the plan single-fund portfolios below.
Asset Class Portfolio name
Income (Bonds) Calvert Income Fund – DC 529
Balanced(Stocks and Bonds) Calvert Balanced Portfolio –DC 529
US Large Cap Equity (Stocks) State Street Equity Index 500 Fund – DC 529
US Large Cap Equity (Stocks) Calvert Equity Fund – DC 529
US Small Cap Equity (Stocks) Calvert Small Cap Value Fund –DC 529
International Equity (Stocks) Calvert World Values International Equity Fund – DC 529
For further information, please visit the Columbia official website or the Plan File.
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