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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If you are a more experienced investor, you or your financial advisor may want to direct your DC College Savings Plan contributions to one or more of the single fund investments.

Once you have made a selection, plan rules limit the number of times you may change your investment allocation.You may change the investment only once per year or when you change the account beneficiary. For this reason, it is important to think through your investment choices carefully and be sure you are comfortable with them.

Seven single fund investments are available through the plan. Expenses for these investments are different from investing directly in the Fund outside of the Plan. Review the Program Disclosure Booklet for more complete information.

Asset Class Market Risk Level Investment Objective Investment Name
Income
(Bonds)
Moderately conservative Seeks to maximize long-term income through investment in bonds and other income producing securities Calvert Income Fund - DC 529
Balanced (Stocks & Bonds) Moderately conservative Seeks above-average income (compared with a portfolio entirely invested in stocks) consistent with the prudent employment of capital. MFS Total Return Fund - DC 529
US Large Cap Equity (Stocks) Moderately aggressive Seeks to match, before expenses, the performance of the S&P 500 Index. State Street Equity 500 Index
US Large Cap Equity (Stocks) Moderately aggressive Seeks growth of capital through investment in the equity securities of issuers within industries perceived to offer opportunities for potential capital appreciation. Calvert Equity Fund - DC 529*
US Mid Cap Equity (Stocks) Moderately aggressive Seeks long-term capital appreciation by investing in a portfolio of 40-60 equity securities of companies with a market capitalization between $1 -$10 billion at the time of initial investment. Brown Capital Management Mid Cap Fund - DC 529
US Small Cap Equity (Stocks) Aggressive Seeks to provide long-term capital appreciation by investing primarily in small cap stocks that meet the Fund's investment and social criteria. Calvert New Vision Small Cap Fund - DC 529*
US Small Cap Equity (Stocks) Aggressive  Seeks to provide long-term capital appreciation primarily through investment in small company U.S. common stocks that are trading at prices below what are believed to be their intrinsic value. Calvert Small-Cap Value Fund - DC529*

*Socially responsible mutual fund

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.

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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.
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