Socially Responsible Portfolio

Overview

Unit value as of
Day change
Total annual asset-based fees
Inception Date		2/7/2025

Investment Objective

The Socially Responsible Portfolio seeks favorable long-term total return while considering environmental, social and governance (ESG) factors.

Investment strategy

This Portfolio is exclusively invested in Calvert US Large-Cap Core Responsible Index Fund, which invests in large companies that operate their businesses in a manner consistent with The Calvert Principles for Responsible Investment.

Risk level

Conservative

Moderate

Aggressive

Learn more about how risk potential could affect your investment by completing our Risk Tolerance Questionnaire.

Historical performance

Average annual total returns as of 1/31/2025

Category	Socially Responsible Portfolio	Benchmark
Year to date	N/A	N/A
1 year	N/A	N/A
3 years	N/A	N/A
5 years	N/A	N/A
10 years	N/A	N/A
Since inception	N/A	N/A

Average annual total returns as of 12/31/2024

Category	Socially Responsible Portfolio	Benchmark
Year to date	N/A	N/A
1 year	N/A	N/A
3 years	N/A	N/A
5 years	N/A	N/A
10 years	N/A	N/A
Since inception	N/A	N/A

The performance data quoted represent past performance and are net of all fees and expenses. Past performance is not a guarantee of future results. Your returns and the principal value of your account will fluctuate, so your investment may be worth more or less than the original value when you withdraw your money. Current performance may be lower or higher than the performance quoted above. Investors cannot invest directly in a benchmark.

All performance figures in the table, with the exception of the performance figures in the year-to-date column, represent the average annual compound rate of the total return. All figures in the year-to-date column represent cumulative, nonannualized returns.

Asset allocation

100.00% U.S. Equity

Underlying funds

Ticker	Underlying fund	Allocation
CSXRX	Calvert US Large-Cap Core Responsible Index Fund	100.00%

The above table lists the underlying investments in which this Portfolio invests and the percentage of the Portfolios assets allocated to each of its investments. Please keep in mind that you will not own shares of the Underlying Funds or Funding Agreement. You are purchasing Units of Portfolios held in trust by the Program. Those Portfolios invest your contributions in one or more of the Underlying Funds and/or Funding Agreement. Please read the Program Details Booklet.

529 Investment Lead

Jeremy Thiessen

Head of Investment Strategies

To learn more about WA529 Invest, its investment objectives, risks, charges and expenses see the Program Details Booklet at 529invest.wa.gov before investing. Read it carefully. Except to the extent of the guarantee associated with the Principal Plus Interest Portfolio, investments in the plan are neither insured nor guaranteed and there is the risk of investment loss. Check with your home state to learn if it offers tax or other benefits such as financial aid, scholarship funds or protection from creditors for investing in its own 529 plan.

Responsible investing incorporates Environmental Social Governance (ESG) factors that may affect exposure to issuers, sectors, industries, limiting the type and number of investment opportunities available, which could result in excluding investments that perform well.

The material contained on this website is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor or suggest any specific course of action. Investment decisions should be based on an investor’s objectives and circumstances.

TIAA-CREF Individual & Institutional Services, LLC, Member FINRA, is the distributor and underwriter for WA529 Invest.