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
Format this page for printing
Email this page to someone

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.

Six 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 income to the extent consistent with preservation of capital, through investment in bonds and other income-producing securities. Calvert Income Fund - DC 529
Balanced (Stocks & Bonds) Moderately conservative Seeks to achieve a competitive total return through an actively-managed portfolio of stocks, bonds, and money market instruments, which offer income and capital growth opportunity and satisfy investment and social criteria. Calvert Balanced Portfolio - 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 stocks of issuers within industries believed to offer opportunities for potential capital appreciation and through a portfolio of stocks that meet investment and social criteria. Calvert Equity 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 - DC 529*
International Equity (Stocks) Aggressive Seeks to achieve a high total return consistent with reasonable risk by investing primarily in a diversified portfolio of foreign stocks that meet investment and social criteria. Calvert World Values International Equity Fund - DC 529

*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.

Important Legal Information | Privacy Statement | Business Continuity Plan
© 2010 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.