The plan consists of 19 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
The South California Future Scholar 529 College Savings Plan, sponsored by the State of South Carolina, offers three investment choices: Automatic Allocation Choices, Asset Allocation Choices and Single-fund Portfolios. With the Single-fund portfolio choice, 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 allo
cation strategies for the third-way investors to constructs customized 529 portfolios, which is better tailored to their risk profile. The model portfolios are constructed basing on the plan custom portfolios below.
Single-Fund Portfolios Underlying Funds
Future Scholar Large Cap Value Portfolio Columbia Large Cap Value
Future Scholar Large Cap Core Portfolio Columbia Large Cap Core
Future Scholar Growth Equities Portfolio Columbia Marsico Growth
Future Scholar Focused Equities Portfolio Columbia Marsico Focused Equities
Future Scholar Mid Cap Value Portfolio Columbia Mid Cap Value
Future Scholar Mid Cap Growth Portfolio Columbia Mid Cap Growth
Future Scholar 21st Century Portfolio Columbia Marsico 21st Century
Future Scholar Acorn Select Portfolio Columbia Acorn Select
Future Scholar Acorn Portfolio Columbia Acorn
Future Scholar Acorn USA Portfolio Columbia Acorn USA
Future Scholar Small Cap Value Portfolio Columbia Small Cap Value II
Future Scholar Small Cap Growth Portfolio Columbia Small Cap Growth II
Future Scholar Convertible Securities Portfolio Columbia Convertible Securities
Future Scholar Multi-Advisor International Equity Portfolio Columbia Multi-Advisor International Equity
Future Scholar International Opportunities Portfolio Columbia Marsico International Opportunities
Future Scholar Federal Securities Portfolio Columbia Federal Securities
Future Scholar Total Return Bond Portfolio Columbia Total Return Bond
Future Scholar High Income Portfolio Columbia High Income
Future Scholar Stable Capital Portfolio Invests in funding agreements issued by Transamerica
Life Insurance and Annuity Company
For further information, please visit the official website or the PDF file.
