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DC College Savings Plan

District of Columbia - District of Columbia Office of Finance and Treasury

529 Savings Plan - Direct-sold and Advisor-sold

Click "+" to expand the plan details, click "-" to shrink the plan details.

Contact Information: www.dccollegesavings.com Ph 800-987-4859

Management Information: District of Columbia Office of Finance and Treasury

Program Manager:	Contract Termination Date:
Calvert Investment Management, Inc.	July 1, 2013
Investment Manager(s):	Contract Termination Date(s):
Acacia Life Insurance Company	July 1, 2013
Calvert Investment Management, Inc.	July 1, 2013
State Street Global Advisors	July 1, 2013

Plan Benefits: Tax Deductions - Tax Exemptions - Financial Aid

Investment Options: 12 Investment Options

Age-Based Options: 5 Investment Options

DC College Savings 0-5

Manager:

Calvert Investment Management, Inc.

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$100.00
Minimum Subsequent Contribution	$25.00
Maximum Total Contribution	$260,000.00
Link to performance	dc529.com/DCInvestmentPerformance.html

The minimum initial contribution is $25 for money automatically contributed from a bank account. The minimum initial and subsequent contribution is $15 for contributions made through payroll deduction. This fund is managed by Calvert Asset Management Company, Inc., Brown Capital Management, Inc., and SSgA Funds Management, Inc.

Fee Structure: Direct-sold
	Annual Asset-Based Fees					Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Total Annual Asset-Based Fees	Annual Account Maintenance Fee
0 - 30	1.19%	0.1%	0.05%	0.00%	1.34%	$15.00

Non-D.C. residents pay a one-time enrollment fee of $25 and an annual account maintenance fee of $30.

Approximate cost of $10,000 investment (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
0 - 30	$151.00	$470.00	$809.00	$1,763.00

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$158.00	$488.00	$841.00	$1,830.00

	Average Annual Total Returns					Inception Date
	1-Year	3-Year	5-Year	10-Year	Since Inception	Inception Date
Age-Based Portfolios
DC College Savings 17 & Up
Age of Child: 0 - 30	-	-	-	-	-	N/A
DC College Savings 14-16
Age of Child: 0 - 30	-	-	-	-	-	N/A
DC College Savings 11-13
Age of Child: 0 - 30	-	-	-	-	-	N/A
DC College Savings 6-10
Age of Child: 0 - 30	-	-	-	-	-	N/A
DC College Savings 0-5
Age of Child: 0 - 30	-	-	-	-	-	N/A
Blended Portfolios
Calvert Balanced Portfolio	-	-	-	-	-	N/A
Equity Portfolios
Calvert Equity Portfolio	-	-	-	-	-	N/A
Calvert International Equity Fund	-	-	-	-	-	N/A
Calvert Small Cap Fund	-	-	-	-	-	N/A
State Street Equity 500 Index Fund	-	-	-	-	-	N/A
Fixed Income Portfolios
Calvert Income Fund	-	-	-	-	-	N/A
Guaranteed Portfolios
Acacia Principal Plus	-	-	-	-	-	N/A