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Savings Programs Performance


  1. Invest529 returns are net of fees. Returns for periods greater than one year are annualized.
  2. Past performance is no guarantee of future results. Please refer to the Invest529 Program Description before making any investment decision.
  3. The Invest529 Portfolio Benchmarks are blended composite benchmarks that reflect the asset allocation of the Portfolios over time, appropriate strategic benchmark index components for underlying investment managers, and an adjustment reflecting the Invest529 administrative fee for the Portfolios.