Performance data represents past performance, which does not guarantee future results. Current performance may differ from figures shown. Investment return and principal value will fluctuate with market conditions, and you may have a gain or loss when you sell your shares.
Franklin Templeton 529 College Savings Plan offers multiple share classes. All share classes pay underlying fund expenses (currently up to 0.97% of assets) and the current annual program management fee of 0.25% of plan portfolio assets. Class A shares have an initial sales charge of up to 5.75% and an annual sales fee of 0.25%; Class B shares have a contingent deferred sales charge which is 4% in the first year, declining to 1% in the sixth year and eliminated thereafter and an annual sales fee of 1.00%; Class C shares have a 1% contingent deferred sales charge and a annual sales fee of 1.00%. The Franklin Money 529 Portfolio does not charge an initial sales charge nor does it assess and annual sales fee; the Program Management fee is currently waived for the portfolio.
Investors should carefully consider plan investment goals, risks, charges and expenses before investing. To obtain an Investor Handbook, which contains this and other information, talk to your financial advisor, go to the Order 529 Literature section on this website, or call Franklin Templeton Distributors, Inc., the manager and underwriter for the plan, at (800) 818-4030. You should read the Investor Handbook carefully before investing and consider whether your or the account beneficiary's home state offers any state tax or other benefits that are only available for investments in its qualified tuition program.
Effective July 1, 2014, some of our fund names have changed. Click here for additional information.
Important Legal InformationInvestors should read the Investor Handbook carefully before investing and consider whether their or their beneficiary's home state offers any state tax or other benefits that are only available for investment in its qualified tuition program.
- The value of one share of the 529 plan portfolio on a given day.
- Purchase price for each share of the 529 plan portfolio on a given day. It includes the maximum, applicable initial sales charge, if any.
- Although the Franklin Money 529 Portfolio seeks to preserve the value of investments, it is possible to lose money by investing in the portfolio.
- After approximately eight years, Class B Trust shares convert to Class A Trust shares. Effective on or after April 1, 2012, new or additional investments in Class B Trust Shares, including by existing owners of Class B Trust shares, will generally not be permitted. See the Investor Handbook for more complete information.
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