Scholars Choice College Savings Program

The investment objective for this option is to provide total return with reasonable safety of principal, consistent with the age of the beneficiary. In this option, your assets will be automatically shifted from more aggressive to more conservative portfolios as your child ages.

The investment objective of the Years to Enrollment Option is to provide total return with reasonable safety of principal, consistent with the expected years to enrollment of the Beneficiary. In this option, your assets will be automatically shifted from more aggressive to more conservative portfolios as your child nears enrollment.

The investment objective of this option is to provide total return with reasonable safety of principal.

The investment objective of this option is to seek long-term capital appreciation through invesements in equity mutual funds while maintaining 20% exposure to the relatively more stable returns of fixed income investments through investements in fixed income mutual funds.

The investment objective of this option is to seek the relatively more stable returns of a fixed income investment through investments in fixed income mutual funds while maintaining 20% exposure to the long-term capital appreciation potential of equity investments through investments in equity mutual funds.

The investment objective of this option is to seek maximum current income and preservation of capital.

The investment objective of this option is to seek long-term capital appreciation through investments in equity mutual funds.

The investment objective of this option is to seek the relatively more stable returns of a fixed income investment in exchange for giving up the long-term return potential that an equity investment offers.

Includes three portfolios with different maturity dates: May 2015, May 2020, and May 2025. Each Zero-Coupon Bond Portfolio seeks to provide investors who hold their units until the portfolio's maturity date with an investment experience comparable to a direct investment in a zero-coupon bond with the same term to maturity, before taking into account fees and expenses. Such securities are backed by the full faith and credit of the U.S. government and have highly predictable returns if held to maturity.

Each Zero-Coupon Bond Portfolio will seek its objective by investing primarily in U.S. Treasury zero-coupon bonds with the same term to maturity as each Zero-Coupon Bond Portfolio. For investors seeking to increase their portfolio’s credit safety and reduce stock market exposure, the Scholars Choice U.S. Treasury Zero-Coupon Bond Target Maturity Portfolios may help complement an existing plan, or be a great way to get started. These portfolios will fluctuate in value in response to changes in interest rates and may experience significant volatility. The value of units redeemed prior to a portfolio’s maturity date may be worth less than what the investor paid for them due to...