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DC 529 College Savings Program (Direct-sold)

District of Columbia

The DC 529 College Savings Program (Direct-sold), available on a direct basis only to those who meet certain District of Columbia residency requirements, features a menu of age-based and static portfolio options primarily utilizing Calvert mutual funds. The program is available nationally through advisors at higher cost.

5-Cap Rating

Non-Resident:'s 5-Cap Ratings provides an evaluation and comparison of 529 plans, utilizing a formula that examines dozens of factors grouped into the following categories. (Scale 0 to 5; 5 is highest)

Performance Costs Features Reliability Resident Upgrade
4.60 2.58 2.50 3.00 0.35
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