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Aggressive Growth Portfolio

Overview

Unit Price as of 06/25/2024 $41.50
Change $0.10 0.24%
Expense Ratio as of 06/25/2024 0.53%
Inception Date 02/25/2005

Investment Objective

The Portfolio seeks to provide capital appreciation

Investment Strategy

The Portfolio invests in two Vanguard stock index funds. The percentages of the Portfolio's assets allocated to each Underlying Investments are:

Vanguard Total Stock Market Index Fund 60%
Vanguard Total International Stock Index Fund 40%

Through its ownership of the two stock funds, the Portfolio indirectly owns primarily large-capitalization U.S. stocks and, to a lesser extent, mid- and small-capitalization U.S. stocks and international stocks.

Investment Risks

Because it invests entirely in stocks, the Portfolio primarily is subject to stock market risk. The Portfolio also has a low level of foreign securities risk, index sampling risk, and derivatives risk.

Average Annual Returns - Updated Monthly as of 05/31/2024

Name 1 year 3 year 5 year 10 year Since Inception 02/25/2005
Name Aggressive Growth Portfolio 1 year 22.74% 3 year 4.39% 5 year 11.33% 10 year 8.66% Since Inception 02/25/2005 7.57%
Name AR 529 Aggr Growth Composite** 1 year 23.31% 3 year 5.02% 5 year 12.14% 10 year 9.44% Since Inception 02/25/2005 8.34%

**Consists of the Spliced Total Stock Market Index (60%) and the Spliced Total International Stock Index (40%). The CRSP US Total Market Index replaced the MSCI US Broad Market Index (on June 3, 2013), which had replaced the Dow Jones Wilshire 5000 Index (on April 22, 2005). The FTSE Global All Cap ex US Index replaced the MSCI ACWI ex USA IMI Index (on June 3, 2013), which had replaced the MSCI EAFE + Emerging Markets Index (on December 16, 2010).

Annual Investment Returns

Year Ended Aggressive Growth Portfolio
Year Ended 2023 Aggressive Growth Portfolio 21.27%
Year Ended 2022 Aggressive Growth Portfolio -18.38%
Year Ended 2021 Aggressive Growth Portfolio 18.19%
Year Ended 2020 Aggressive Growth Portfolio 16.53%
Year Ended 2019 Aggressive Growth Portfolio 26.49%

Historical Prices

06/25/2024 $41.50
06/24/2024 $41.40
06/21/2024 $41.36
06/20/2024 $41.48
06/18/2024 $41.54

Search for more historical price information

Index performance is provided as a benchmark but is not illustrative of any particular investment. An investment cannot be made in an index.

The performance data shown represents past performance. Past performance - especially short-term past performance - is not a guarantee of future results. Investment returns and principal value will fluctuate, so that investors' units, when sold, may be worth more or less than their original cost. Current performance may be higher or lower than the performance data cited. For performance data current to the most recent quarter-end. Click here

Learn more about Ascensus Broker Dealer Services, LLC on FINRA's BrokerCheck.

For more information about the Arkansas Brighter Future Direct Plan, call 1.800.587.7301 or click here to obtain a Program Description and Participation Agreement, which includes investment objectives, risks, charges, expenses and other information; read and consider it carefully before making an investment or sending money.

Please Note: Before you invest, consider whether your or the beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state's qualified tuition program. You should also consult your financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state's 529 college savings plan(s), or any other 529 plan, to learn more about those plans' features, benefits, and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

The Arkansas Brighter Future Direct Plan is a college tuition savings program sponsored by the State of Arkansas and administered by the Arkansas Section 529 Plan Review Committee ("Committee"). Ascensus Broker Dealer Services, LLC, the Program Manager, and its affiliates have overall responsibility for the day-to-day operations, including investment advisory services, recordkeeping, administrative services and marketing of the Arkansas Brighter Future Direct Plan. The Vanguard Group, Inc., serves as Investment Manager for the plan. The Arkansas Brighter Future Direct Plan's Portfolios invest in: (i) mutual funds; or (ii) an FDIC-insured omnibus savings account held in trust by the Committee at Sallie Mae Bank. Except for the Savings Portfolio, investments in the Arkansas Brighter Future Direct Plan are not insured by the FDIC. Units of the Portfolios are municipal securities and the value of units will vary with market conditions.

Investment returns will vary depending upon the performance of the Arkansas Brighter Future Direct Plan Portfolios you choose. Except to the extent of FDIC insurance available for the Savings Portfolio, you could lose all or a portion of your money by investing in the Arkansas Brighter Future Direct Plan, depending on market conditions. Account Owners assume all investment risks as well as responsibility for any federal and state tax consequences.

Not FDIC-Insured (except for the Savings Portfolio). No Bank, State or Federal Guarantee. May Lose Value.