About Saving For College About the DC Plan Investment Options Investment Performance Community Events How To Enroll Account Access
Age Based Portfolios
Single Fund Investments
Stability of Principal
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The DC College Savings Plan offers three different types of investments for your account contributions. You may invest in:

  1. Age-based portfolios. Simply choose the age band that matches your account beneficiary's age.
  2. Single fund investments.
  3. Stability of principal investment.

To see all your options side by side, download our brochure, DC Savings Plan: Your Investment Options.

Fund Name  

Fund Number  

Calvert Income Fund

 40  

Calvert New Vision Small Cap Fund

 41  

Calvert Small Cap Value Fund

89

Calvert Equity Fund

 47  

Brown Mid Cap

 54  

MFS Total Return

 52  

State Street Equity 500 Index

 82  

DC College Age 0-5

 59  

DC College Age 6-10

 62  

DC College Age 11-13

 63  

DC College Age 14-17

 65  

DC College Age 17+ 

 67  

Acacia Principal Plus

 56  

Your choices include investments from several different companies. Calvert's Financial Learning Center can help you learn more about investing.

Investing is convenient

  • Change investment options - once per calendar year or when you change the account beneficiary.
  • Contribute by check
  • Through payroll deduction with a participating employer
  • Automatic deposits from your bank account.
  • Transfer money from another 529 plan (once every 12 months) or from a UGMA/UTMA or Coverdell account. (There are significant tax consequences if money is moved from a UGMA/UTMA - be sure to talk with a tax advisor first.)
  • Access account information any time, via an automated response line at 800.368.2745, or online. Talk with an account representative between 9 a.m.and 5:30 p.m eastern time, Monday through Friday, by calling the above number and pressing "0 ".
  • You will receive a statement every three months and a confirmation letter when:
    • You open and fund your account,
    • You or anyone else makes a contribution to the account,
    • You make a withdrawal or other transaction, and
    • You change how the account is invested.

You may request electronic statements and confirmations via e-mail.

Your choices include socially responsible investments
Socially responsible investors believe companies that are both financially sound and committed to corporate responsibility offer desirable investment opportunities. The socially responsible investment choices available in the DC College Savings Plan are provided by Calvert - Investments That Make A Difference ®, a leader in socially responsible investing for two decades. Calvert offers the largest family of socially responsible mutual funds in the U.S. and screens potential investments for positive corporate practices. At present, Calvert screens include environmental impact, workplace practices, product safety and impact, international operations and human rights, weapons contracting, and indigenous peoples' rights.

 

Enroll in the DC College Savings Plan online

For more information on the DC College Savings Plan, please contact your financial advisor or call 800.987.4859 (800.368.2745 for non-District residents).  An investor should consider the investment objectives, risks, charges, and expenses of an investment carefully before investing.  The District of Columbia College Savings Trust Program Disclosure Booklet contains this and other information.  Read it carefully before you invest or send money. An investor should also consider, before investing, whether the investor's or designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's 529 college savings plan.

Important Legal Information | Privacy Statement | Business Continuity Plan
© 2008 Government of the District of Columbia,
Office of the Chief Financial Officer, Office of Finance and Treasury.
The DC College Savings Plan is underwritten and distributed by Calvert Distributors Inc., member NASD/SIPC,
a subsidiary of Calvert Group, Ltd., a UNIFI CompanySM.
Contact Us
1-800-368-2745
Go to DC College Savings Plan homepage. Financial Professionals Go to DC College Savings Plan homepage. View the site map.