Minnesota College Savings Plan

Investment Performance
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Click here to review the Investment Performance.

The performance tables show each Investment Option's returns over the specified time periods.  Performance is calculated from the day on which funds were first invested in an Age Band or Investment Option after it was made available (the "Inception Date"). The performance tables show each Investment Option's returns over the specified time periods. The performance tables below help illustrate some of the risks of investing Account assets in each Age Band or Investment Option and how investment performance may vary.

The tables set forth under "Managed Allocation Option" and "Additional Investment Options" show how the returns of each Age Band and the 100% Equity Option compare to a customized index benchmark ("Blended Index"). The Blended Index used for each Age Band and the 100% Equity Option is a customized index combining the Fund benchmarks for each of the Mutual Funds held in that Age Band or Investment Option during the relevant time period weighted according to the allocations of those Mutual Funds and adjusted to reflect any changes in the allocations and the benchmarks during the relevant time period. The Blended Indexes are unmanaged and do not reflect deductions of fees or expenses. The Additional Investment Options table also includes past investment performance information for the Guaranteed Option.

Contributions made to the Managed Allocation Option are invested in portfolios based on the age of the beneficiary. Other investment options include the Guaranteed Option and the 100% Equity Option.

To obtain a copy of investment performance information regarding the closed Age Bands of the Managed Allocation Option, please call toll free 1 877 338-4646.

 

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For informative articles on planning and investing, visit our Parent Resources section.

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1-877-338-4646

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The tax information contained on the Minnesota College Savings Plan Web site is not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding tax penalties that may be imposed on the taxpayer. It was written to support the promotion of the products and services addressed in the Web site. Taxpayers should seek advice based on their own particular circumstances from an independent tax advisor.

Consider the investment objectives, risks, charges and expenses before investing in the Minnesota College Savings Plan. Please call toll-free 1(877) 338-4646 for a Disclosure Booklet containing this information. Read it carefully.

Before investing in a 529 plan, you should consider whether the state you or your designated beneficiary reside in or have taxable income in has a 529 plan that offers favorable state income tax or other benefits that are only available if you invest in that state’s 529 plan.

TIAA-CREF Individual & Institutional Services, LLC, distributes Minnesota College Savings Plan. The State of Minnesota, its agencies, TIAA-CREF Tuition Financing, Inc., Teachers Insurance and Annuity Association of America and its affiliates do not insure any account or guarantee its principal or investment return except for TIAA-CREF Life Insurance Company’s guarantee to Minnesota College Savings Plan under the funding agreement for the Guaranteed Option. Account value will fluctuate based upon a number of factors, including general market conditions.