ScholarShare College Savings Plan

Single-Fund Portfolio Options

You may want to consider this portfolio if you’re looking to take a more focused approach to investing.

Sometimes, you might want investment portfolios that are highly focused. Maybe you’re looking to choose socially responsible investments, so you want a fixed class that reflects your values. Perhaps you want to choose investment types that give you more control over the underlying funds.

Single-fund options may offer a range of investment types suitable for a variety of risk profiles. Some investment portfolios or options include index and actively managed choices. Index funds are designed to track a benchmark index. Active management, by contrast, is managed by a person using research, forecasts, and their own experience to make investment decisions.

Whatever your choice, the Single-Fund Portfolio Option might be an investment path you wish to explore.

Changing Your Investments

Once you invest in a particular investment portfolio, you can transfer contributions and any earnings to another investment portfolio up to twice per calendar year or upon a transfer of funds to a ScholarShare account for a different beneficiary.

Periodically Review Your Investments

It’s a good idea to periodically re-evaluate your investment strategy as your goals, investment horizon, and personal situation change — for example, annually at tax time, on a yearly basis if your income changes, or upon the birth of another child.


How Single-Fund Portfolio Options Work

These investment portfolios are each invested solely in shares of a single Underlying Fund. For those investment portfolios invested in an Underlying Fund, their performance is entirely reliant on the performance of that Underlying Fund and may be more volatile than the age-based investment portfolios or the multi-fund investment portfolios. You should be aware that participants do not own shares of the underlying funds directly. Each of the single fund investment portfolios is described in more detail below.

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Single-Fund Portfolio Options
Single-Fund Portfolio Options
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SOCIAL CHOICE

(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return.

Investment Strategy. This Investment Portfolio invests 100% of its assets in one mutual fund that invests primarily in equity securities. The mutual fund in which this Investment Portfolio is invested is: TIAA-CREF Social Choice Equity Fund.

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INDEX BOND

(Risk Level — Moderate)

Investment Objective. This Investment Portfolio seeks to provide a moderate rate of return primarily through current income.

Investment Strategy. This Investment Portfolio invests 100% of its assets in an “index fund,” meaning that the mutual fund attempts to track a benchmark index. The mutual fund in which this Investment Portfolio is invested is: TIAA-CREF Bond Index Fund. + X

INDEX U.S.
LARGE CAP EQUITY

(Risk Level — Aggressive)

Investment Objective.This Investment Portfolio seeks to provide a favorable long-term total return, mainly from capital appreciation.

Investment Strategy. This Investment Portfolio invests 100% of its assets in an “index fund,” meaning that the mutual fund attempts to track a benchmark index. The mutual fund in which this Investment Portfolio is invested is: TIAA-CREF S&P 500 Index Fund.

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INDEX U.S. EQUITY

(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks to provide a moderate long-term rate of return primarily through current income.

Investment Strategy. This Investment Portfolio invests 100% of its assets in an “index fund,” meaning that the fund attempts to track a benchmark index. The mutual fund in which this Investment Portfolio is invested is: TIAA-CREF Equity Index Fund.

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Single-Fund Portfolio Options


Single-Fund Portfolio Options
PORTFOLIO NAME ALLOCATION PORTFOLIO OBJECTIVE
SOCIAL CHOICE
(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return.

Investment Strategy. This Investment Portfolio invests 100% of its assets in one mutual fund that invests primarily in equity securities. The mutual fund in which this Investment Portfolio is invested is: TIAA-CREF Social Choice Equity Fund.

Read More X
INDEX BOND
(Risk Level — Moderate)

Investment Objective. This Investment Portfolio seeks to provide a moderate rate of return primarily through current income.

Investment Strategy. This Investment Portfolio invests 100% of its assets in an “index fund,” meaning that the mutual fund attempts to track a benchmark index. The mutual fund in which this Investment Portfolio is invested is: TIAA-CREF Bond Index Fund.

Read More X
INDEX U.S.
LARGE CAP EQUITY
(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return, mainly from capital appreciation.

Investment Strategy. This Investment Portfolio invests 100% of its assets in an “index fund,” meaning that the mutual fund attempts to track a benchmark index. The mutual fund in which this Investment Portfolio is invested is: TIAA-CREF S&P 500 Index Fund.

Read More X
INDEX U.S.
EQUITY
(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks to provide a favorable long-term growth, mainly from capital appreciation.

Investment Strategy. This Investment Portfolio invests 100% of its assets in an “index fund,” meaning that the fund attempts to track a benchmark index. The mutual fund in which this Investment Portfolio is invested is: TIAA-CREF Equity Index Fund.

Read More X

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