When choosing an investment mix, it is important to evaluate how much volatility you are able to tolerate.

You may change your investment allocation for new contributions at any time, but the existing balance may be reallocated only twice per calendar year. This fund invests in short-term, high-quality fixed income securities in the highest rated short-term category to provide competitive returns with less risk. The fund seeks to provide, in priority order, safety, liquidity and returns comparable to short term instruments with minimization of risks.

The fund invests exclusively in short-term, high-quality fixed income securities in the highest rated short-term category according to one or more of the nationally recognized statistical rating organizations or of comparable quality. Due to the low interest rate environment, the Florida Prepaid College Board approved and allowed the administrative fee 75 basis points to be reduced for the fund.

The current administrative fee established is approximately 10 basis points and may fluctuate. This fund is an actively managed bond fund that includes investments in U. Government Agency obligations, as well as, corporate debt instruments.

Florida Savings Plan Investment Options | Florida Prepaid

This primarily seeks to provide current income through investing in domestic investment grade, fixed income securities that are consistent with minimal fluctuation of principal. This fund is primarily invested in fixed income securities issued or guaranteed by the U.

The fund attempts to find securities that offer relative value, based on an assessment of real interest rates and the yield curve, and that have the potential for moderate price appreciation. The fund is a passively managed U.

The index is capitalization-weighted, with each stock weighted by its proportion of the total market value of all issues. Thus, larger companies have a greater effect on the index. The fund seeks to provide meaningful growth of capital by investing in large capitalization growth stocks.

The fund is an actively managed U. The fund utilizes a consistent and disciplined investment process that is driven by bottom-up, fundamental analysis.

Stocks that are included typically exhibit higher revenue and earnings growth rates, higher returns equity, assets, cash flow , strong balance sheets and positive price momentum. The fund seeks to provide meaningful growth of capital by investing in large capitalization value stocks.

Fund Options | Florida Prepaid College Board

This fund is an actively managed U. This fund seeks to capture this outperformance potential, with diversified holdings and making small active bets on a large number of stocks. The fund seeks to provide meaningful growth of capital by investing in mid-capitalization stocks. The fund seeks to provide meaningful growth of capital by investing in small capitalization stocks.

That is, the fund approaches the valuation of each potential investment as a purchase of the company or business outright. The goal is to invest in companies that have a solid business franchise, but are trading below their intrinsic value or the price a business owner or private buyer might pay for the company. The fund generally buys into a company when there is uncertainty and waits for the uncertainty to lift and the fundamentals to turn to realize returns.

This fund is an actively managed equity fund investing in stocks of international developed markets. The fund seeks to provide meaningful growth of capital by investing in the stocks of international developed markets. The fund is an actively managed equity fund that uses a proprietary alpha modeling approach to invest in international developed markets.

Developed markets represent stocks traded on the exchanges of Europe, Australia, New Zealand and the Far East. The fund believes that company stock performance is driven by different factors, and only uses the factors that are most relevant to the performance of each stock to build a unique alpha forecast model for each company in the investment universe.

These forecast models are the basis for the portfolio construction process that creates a fund with the highest expected risk-adjusted return. The Florida Prepaid College Board does not provide tax or investment advice regarding its Florida Prepaid College Plans or Florida Savings Plan.

Florida Prepaid College Plans are financially guaranteed by the State of Florida, Section Florida Prepaid College Plans may not cover certain fees imposed by state universities or colleges. Please read the Master Contract carefully.

The Florida Savings Plan is not guaranteed and is subject to market conditions. Carefully consider the investment objectives, risks, charges and expenses before investing in the Florida Savings Plan.

As with any investment, it is possible to lose money by investing in this plan. Please read the Program Description and Participation Agreement carefully.

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