| 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* |