529 PLANS

Compare by Features

Plan Age-based investment options: Static investment options: Underlying investments:
CollegeCounts 529 Fund
Alabama
The Age-Based Portfolios option is offered in 3 different risk levels (Aggressive, Moderate, and Conservative) each containing 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the risk level selected and based on the age of the beneficiary, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 6 multi-fund Target portfolios and 26 Individual-fund portfolios. Vanguard,T. Rowe Price, DFA, MainStay, PIMCO, Fidelity and Dodge & Cox
CollegeCounts 529 Fund Advisor Plan
Alabama
The Age-Based Portfolios option is offered in 3 different risk levels (Aggressive, Moderate, and Conservative) each containing 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the risk level selected and based on the age of the beneficiary, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 6 multi-fund Target portfolios and 25 Individual-fund portfolios. T. Rowe Price, BlackRock, DFA, Northern Funds, MainStay, Fidelity, American Century, William Blair Funds, Lazard, Neuberger Berman, Templeton, Touchstone, Voya, Credit Suisse, PIMCO, State Street and Cohen & Steers
John Hancock Freedom 529
Alaska
The Enrollment-Based Portfolios contain 6 multi-managed portfolios of underlying mutual funds, ranging from 100% equity to 20% equity. Contributions are placed into the portfolio corresponding to the number of years to expected enrollment based on the age of the beneficiary or as selected by the account owner. 5 portfolios shift to a more conservative investment allocation over time, eventually transferring to the College portfolio. Select among 3 multi-fund portfolios (Future Trends Portfolio, Equity Portfolio, and Fixed Income Portfolio), a money market portfolio, a short-term bond portfolio, 3 lifestyle portfolios (Lifestyle Growth 529 Portfolio, Lifestyle Balanced 529 Portfolio, Lifestyle Moderate 529 Portfolio) and 8 individual-fund portfolios. A dollar-cost averaging option provides for automatic monthly reallocations. John Hancock, T. Rowe Price, American Funds,Oppenheimer, Allianz Global Investors, Baillie Gifford, Barrow Hanley Mewhinney & Strauss, Boston Partners, Brandywine Global, Declaration, Deutsche Asset and Wealth Management, Dimensional, EPOCH, First Quadrant, Franklin Templeton, GMO, GW&K, Invesco, Jennison Associates, PIMCO, Standard Life Investments, Stone Harbor Investment Partners, Wellington Management, Wells Capital Management and Western Asset.
T. Rowe Price College Savings Plan
Alaska
The Enrollment-Based Portfolios contain 8 portfolios of underlying mutual funds, ranging from 100% equity to 20% equity. Contributions are placed into the portfolio corresponding to the number of years to expected enrollment based on the age of the beneficiary or as selected by the account owner. 7 portfolios shift to a more conservative investment allocation over time, eventually transferring to the College portfolio. Select among 2 multi-fund portfolios (Equity Portfolio and Balanced Portfolio), the Fixed-Income Portfolio (a fund-of-funds), the Total Equity Market Index Portfolio, and the Money Market Portfolio. T. Rowe Price mutual funds.
University of Alaska College Savings Plan
Alaska
The Enrollment-Based Portfolios contain 8 portfolios of underlying mutual funds, ranging from 100% equity to 20% equity. Contributions are placed into the portfolio corresponding to the number of years to expected enrollment based on the age of the beneficiary or as selected by the account owner. 7 portfolios shift to a more conservative investment allocation over time, eventually transferring to the College portfolio. Select among 3 multi-fund portfolios (Equity Portfolio, Balanced Portfolio, and ACT Portfolio), the Total Equity Market Index Portfolio, the Fixed-Income Portfolio (a fund-of-funds), and the Money Market Portfolio. The ACT Portfolio is guaranteed by the University of Alaska to provide a minimum return equal to tuition increases at the University of Alaska, but only for beneficiaries enrolling at that institution. T. Rowe Price mutual funds.
Arizona Family College Savings Program
Arizona
None. Fixed-rate CDs earn interest at the rate posted at the time of purchase, and posted rates may change at any time. The Honors Savings Account featured an APY of 0.90% as of January 2, 2017. FDIC-insured certificates of deposit and a high-yield savings account from College Savings Bank, a Division of NexBank SSB
Fidelity Arizona College Savings Plan
Arizona
Choose between 3 age-based options, one invested in Fidelity mutual funds, another invested in Fidelity index mutual funds, and a third multi-firm option with portfolios that invest in funds offered by several different companies. Contributions are placed into the portfolio corresponding to the beneficiary's age. The portfolios automatically shift to a more conservative investment allocation over time. Select from 6 multi-fund portfolios, 5 individual-fund portfolios and a Bank Deposit Portfolio. Fidelity Investments, AllianceBernstein, BBH, JPMorgan, Loomis Sayles, T. Rowe Price, Credit Suisse, Acadian, Causeway, MFS, Oppenheimer, William Blair, BlackRock, Hotchkiss and Wiley, PIMCO, Met West, Prudential, and Western Asset mutual funds. For the Bank Deposit Portfolio only, a deposit in a FDIC-insured interest-bearing account..
Ivy InvestEd 529 Plan
Arizona
Savings Contributions are placed into one of six portfolios corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 6 fund-of-funds portfolios and 20 individual-fund portfolios each investing in a single mutual fund from the Ivy Funds family. Ivy Funds and Ivy Investment Management Company (ILCO) Funds.
GIFT College Investing Plan
Arkansas
The Age-Based option is offered in 3 different risk levels (Aggressive, Moderate, and Conservative) each containing 4 or 5 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the risk level selected and the number of years to expected enrollment, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 5 multi-fund portfolios with varying risk tolerances, a money-market portfolio, and an FDIC-insured savings option. Vanguard mutual funds, Sallie Mae
iShares 529 Plan
Arkansas
The seven iShares Year-of-Enrollment Portfolios are based upon the designated beneficiary's anticipated year of enrollment, rather than the designated beneficiary's age. The asset allocation of the money invested in these investment options is automatically adjusted quarterly over time to become more conservative as the number of years to enrollment for the Designated Beneficiary decreases. The four iShares Asset Allocation Portfolios are designed to meet a specific risk profile and are offered in Aggressive, Moderate, Conservative and Fixed Income allocations. The asset allocation is reviewed at least annually and may be updated to take into account changes in risk and correlations of the asset classes and underlying investments. A dollar-cost averaging option provides for automatic monthly reallocations. The Custom iShares portfolio option offers sixteen individual portfolios investing in equity, real estate or fixed-income funds. A savings option invests in an FDIC-insured account. iShares exchange traded funds (ETFs).
ScholarShare 529
California
Choose between 2 age-based options, one invested in actively-managed mutual funds and the other invested in index mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age. The portfolios automatically shift to a more conservative investment allocation over time. Select among 12 multi-fund portfolios, 4 individual-fund portfolios (including the Social Choice Portfolio), and a principal-protection portfolio. Actively-managed portfolios: T. Rowe Price, TIAA-CREF, DFA, PIMCO. Index-fund portfolios: TIAA-CREF. The Principal Plus Interest Option is provided through a funding agreement with TIAA-CREF Life.
Direct Portfolio College Savings Plan
Colorado
The Age-Based option is offered in 3 different risk levels (Aggressive, Moderate, and Conservative) each containing 4 or 5 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the risk level selected and the number of years to expected enrollment, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 5 multi-fund portfolios with varying risk tolerances and 3 individual-fund portfolios. Vanguard mutual funds.
Scholars Choice College Savings Program
Colorado
The Age-Based and Years to Enrollment options contain up to 7 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age, or number of years to expected enrollment, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 11 investment options: 5 individual fund portfolios and six static options. The static options consist of 5 multi-fund portfolios (Balanced 50/50, All Equity, All Fixed Income, Equity 80%, and Fixed Income 80%), and the Cash Reserve Option. ClearBridge Investments, QS Investors, Brandywine Global, Royce & Associates, Western Asset, Franklin Templeton Investments, and Thornburg Investment Management
Smart Choice College Savings Plan
Colorado
None. There are 2 options. The Money Market Savings Account earns interest at a rate established by FirstBank not less than the interest rate publicly offered by FirstBank on its regular Money Market Savings Accounts less 0.10%. The One-Year Time Savings Account earns interest at a rate that is 0.10% less than the rate publicly offered by FirstBank for its regular One-Year Times Savings Accounts, subject to an early withdrawal penalty of 90 days of interest if withdrawn before the one-year maturity date. FDIC-insured bank deposit accounts with FirstBank. FDIC insurance is subject to limitations.
Stable Value Plus College Savings Program
Colorado
None. Funds are invested in a stable value investment under a funding agreement with MetLife Insurance Company. The interest rate is declared annually, with a minimum rate of 2% before fees. The 2017 rate of return is 2.59% per year, assuming the the 0.71% administrative fee remains in effect for calendar year 2017. MetLife resets the annual rate of return for the plan each January 1, and CollegeInvest makes the upcoming year's rate of return available the December before the rate is reset. A funding agreement issued by MetLife Insurance Company.
Connecticut Higher Education Trust (CHET)
Connecticut
Three age-based options, the Moderate Managed Allocation Option, Conservative Managed Allocation Option and the Aggressive Managed Allocation Option, are offered, each containing 6 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age and later reassigned to more conservative portfolios as the beneficiary approaches college age. Four static blend and five individual options are offered plus the Principal Plus Interest Option, and the Money Market Option. TIAA-CREF institutional mutual funds and funds from seven outside mutual fund families, BlackRock, Harding Loevner, GMO, DFA, GE, MetWest, T Rowe Price, & Franklin Templeton. The Principal Plus Interest Option is invested in a funding agreement with TIAA-CREF Life Insurance Company that guarantees principal and a minimum annual rate of interest (actual rate is declared annually).
Connecticut Higher Education Trust (CHET) -- Advisor Plan
Connecticut
One age-based option containing 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age and later reassigned to more conservative portfolios as the beneficiary approaches college age. 5 options are offered: Aggressive Growth, Growth, Balanced, Conservative, Checks and Balances, 12 individual fund options. Hartford mutual funds plus three ETF funds.
Delaware College Investment Plan
Delaware
Choose between 3 age-based options, one invested in Fidelity mutual funds, another invested in Fidelity index mutual funds, and a third multi-firm option with portfolios that invest in funds offered by several different companies. Contributions are placed into the portfolio corresponding to the beneficiary's age. The portfolios automatically shift to a more conservative investment allocation over time. Select from 6 multi-fund portfolios, 5 individual-fund portfolios and the Bank Deposit Portfolio. Fidelity Investments, AllianceBernstein, BBH, JPMorgan, Loomis Sayles, T. Rowe Price, Credit Suisse, Acadian, Causeway, MFS, Oppenheimer, William Blair, BlackRock, Hotchkiss and Wiley, PIMCO, Met West, Prudential, and Western Asset mutual funds. For the Bank Deposit Portfolio only, a deposit in a FDIC-insured interest-bearing account.
DC 529 College Savings Program (Advisor-sold)
District of Columbia
The Year of College Enrollment Option contains 7 portfolios of underlying funds. Contributions are placed into the portfolio corresponding to the beneficiary's anticipated year of enrollment or as selected by the account owner. Year of Enrollment Portfolios evolve from a heavier weight in equities in earlier years to a more conservative investment in fixed income instruments and other investments that seek capital preservation as the beneficiary approaches college. Select among 8 individual-fund portfolios each of which invests in a single underlying mutual fund or ETF and the Principal Protected Portfolio Option. BlackRock, Vanguard, Loomis Sayles, JP Morgan, Dimensional Fund Advisors (DFA), Schwab, and Ameritas Life.
DC College Savings Plan
District of Columbia
The Year of College Enrollment Option contains 7 portfolios of underlying funds. Contributions are placed into the portfolio corresponding to the beneficiary's anticipated year of enrollment or as selected by the account owner. Year of Enrollment Portfolios evolve from a heavier weight in equities in earlier years to a more conservative investment in fixed income instruments and other investments that seek capital preservation as the beneficiary approaches college. Select among 8 individual-fund portfolios each of which invests in a single underlying mutual fund or ETF and the Principal Protected Portfolio Option. The Principal Protected Portfolio consists of a funding agreement with Ameritas Life Insurance Company which guarantees principal return of principal and an annualized minimum rate of return of one percent (1.00%), minus any premium tax, if applicable. BlackRock, Vanguard, Loomis Sayles, JP Morgan, Dimensional Fund Advisors (DFA), Schwab, and Ameritas Life.
Florida 529 Savings Plan
Florida
The Age-Based / Years-To-Enrollment Option contains 5 age bands with each band targeting a different allocation between the Fixed Income portfolio and the Blended Equity portfolio. Contributions are invested based on the assignment of the beneficiary to one of the five age bands. Select from two investment portfolios (Blended Equity and Balanced Portfolios) and 8 single investment funds (Money Market Fund, Fixed Income Fund, Domestic Equity Index Fund, Large Cap Growth Fund, Large Cap Value Fund, Mid Cap Fund, Small Cap Fund, and International (Developed Markets) Fund). Investment portfolios separately managed by Columbia Threadneedle Investments; AllianceBernstein LP; Silvant Capital Management LLC; Quantitative Management Associates, LLC (QMA); The Boston Company Asset Management, LLC; Fiduciary Management, Inc.; PanAgora Asset Management, Inc.
Path2College 529 Plan
Georgia
Choose between the Managed Allocation Option and the Aggressive Managed Allocation Option, each containing 9 portfolios of underlying mutual funds. Under either option, contributions are placed into the portfolio corresponding to the beneficiary's age and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 3 multi-fund portfolios (the 100% Equity Option, the Balanced Fund Option, and the 100% Fixed Income Option), the Guaranteed Option, and the Money Market Option. TIAA-CREF institutional mutual funds; the Guaranteed Option is invested in a funding agreement with TIAA-CREF Life Insurance Company that guarantees principal and a minimum 1% - 3% annual rate of interest (actual rate, which may be greater, is declared annually).
Hawaii's College Savings Program
Hawaii
The Age-Based Option contains 4 portfolios of underlying investment strategies. Contributions are placed into the portfolio corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 4 multi-fund portfolios (Growth, Moderate Growth, Conservative Growth, and Income) and 2 individual-fund portfolios (Total Stock Market Index and Money Market). Vanguard mutual funds.
Idaho College Savings Program (IDeal)
Idaho
The Age-Based option is offered in 3 different risk levels (Aggressive, Moderate, and Conservative) each containing 8 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the risk level selected and the number of years to expected enrollment, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 5 multi-fund portfolios, with varying risk tolerances, an interest accumulation portfolio and a savings portfolio. Vanguard mutual funds.
Bright Directions Advisor-Guided 529 College Savings Program
Illinois
The Age-Based option is offered in 3 different risk levels (Aggressive, Moderate, and Conservative) each containing 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the risk level selected and the number of years to expected enrollment, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 7 multi-fund Target portfolios with varying risk tolerances and 32 individual-fund portfolios. Fifteen additional individual portfolios invest in Vanguard ETF funds and are available only to account owners who establish an account through a registered investment advisor or advisor who is not compensated through commissions. T. Rowe Price, DFA, Dodge & Cox, PIMCO, BlackRock, American Century, Baird Funds,MainStay Investments, Delaware Funds, Harbor Funds, Northern Funds, William Blair, Voya,Calvert, Templeton, Causeway, Ariel Investments, MFS, Invesco, Oppenheimer Funds,Sit Mutual Funds and Vanguard. (Class F only).
Bright Start Advisor-Sold College Savings Program
Illinois
The age-based option offers 6 portfolios of underlying equity, fixed, income, and money market investments. Contributions are placed into the portfolio corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 5 static portfolios: Equity, Balanced, Fixed Income, Conservative Fixed Income and a Money Market Portfolio. T. Rowe Price, DFA, Dodge & Cox Funds, American Century, Northern Funds, Invesco, Oppenheimer Funds, Baird Funds, Causeway, MainStay Investments, Franklin Templeton, Harbor Funds, and Delaware Investments.
Bright Start Direct-Sold College Savings Program
Illinois
Choose between Multi-Firm Age Based Portfolios and the Index Age Based Portfolios, each containing 9 portfolios in Aggressive, Moderate and Conservative glidepaths. Contributions are placed into the portfolio corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among three Target Portfolios and three Index Target Portfolios; both offer with Equity, Balanced, and Fixed Income options, and fourteen individual options. Vanguard, T. Rowe Price, DFA, Dodge & Cox, BlackRock, Baird Funds, Ariel Investments, Oppenheimer Funds, Dreyfus, Nuveen and PGIM Investments.
CollegeChoice 529 Direct Savings Plan
Indiana
The Age-Based Program contains 7 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 7 options using various investment managers--Active Bond, International, Bond Index, Money Market, Short Term Bond Index, U.S. Equity Index, and Inflation-Protected--plus a FDIC-insured Savings Portfolio. Age-Based Option: Vanguard index funds, Loomis Sayles, and money market fund
Individual Portfolios: Mutual funds from Dodge & Cox, Scout Investments, Vanguard, and Western Asset.
The Savings Portfolio invests in the Sallie Mae High-Yield Savings account.
CollegeChoice Advisor 529 Savings Plan
Indiana
The Year of Enrollment option contains 7 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the anticipated year of college enrollment, and reassigned to the College Portfolio upon reaching that year. Select among 12 individual-fund portfolios with various investment managers. A FDIC-insured bank savings option is also offered. iShares exchange-traded funds (ETF) from BlackRock Institutional Trust Company, N.A. and mutual funds offered by American Funds, BlackRock Advisors, PIMCO, and T. Rowe Price. The Savings Portfolio invests in the Sallie Mae High-Yield Savings account.
CollegeChoice CD 529 Savings Plan
Indiana
None. Fixed-rate CDs earn interest at the rate posted at the time of purchase, and posted rates may change at any time. The Honors Savings Account featured an APY of 0.90% as of January 2, 2017. FDIC-insured certificates of deposit and a high-yield savings account from College Savings Bank, a Division of NexBank SSB.
College Savings Iowa
Iowa
The Age-Based option is offered in 4 different risk levels (Aggressive, Growth, Moderate Growth and Conservative Growth) each containing nine portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the risk level selected and the age of the beneficiary, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 11 multi-fund portfolios (Aggressive Growth, Growth, Moderate Growth, Conservative Growth, Income, and Conservative Income) and 4 individual-fund portfolios. Vanguard mutual funds.
IAdvisor 529 Plan
Iowa
The Age-Based Option contains 5 portfolios of underlying funds. Contributions are placed into the portfolio corresponding to the beneficiary's age or as selected by the account owner, and later reassigned to more conservative portfolios as the beneficiary approaches college. Select among 5 static allocation portfolios and 13 individual-fund portfolios investing in mutual funds managed by BG Overseas, BlackRock Financial Management, CBRE Clarion, Credit Suisse, DIFA, Goldman Sachs, Hahn Capital Management, JPMorgan, Lazard, LSV, Polaris, Van Eck, Voya IM, and Wellington Management. Mutual funds from BG Overseas, BlackRock Financial Management, CBRE Clarion, Credit Suisse, DIFA, Goldman Sachs, Hahn Capital Management, JPMorgan, Lazard, LSV, Polaris, Van Eck, Voya IM, and Wellington Management.
Learning Quest 529 Education Savings Program (Direct-sold)
Kansas
The age-based portfolios (non-index) are offered in 3 different risk levels: Aggressive, Moderate, and Conservative. Contributions are placed into the portfolio corresponding to the selected risk level and the beneficiary's age. Over time, accounts move between one or more of the 8 portfolios that make up these tracks. The program also offers an index age-based track that invests primarily in Vanguard index funds. Accounts will move through one or more of 3 age-based portfolios and eventually end in the Short-Term portfolio. Select among 12 static portfolio options, 4 index-fund based portfolios and the Cash and Cash Equivalents portfolio. American Century, Vanguard and Baird mutual funds.
Learning Quest Advisor
Kansas
The age-based portfolios are offered in 3 different risk levels: Aggressive, Moderate and Conservative. Contributions are placed into the portfolio corresponding to the selected risk level and the beneficiary's age. Over time, accounts move between one or more of the 8 portfolios that make up these tracks. Select among 8 multi-fund portfolios, 12 American Century individual-fund options and the Cash and Cash Equivalent option. Mutual funds from American Century, T. Rowe Price, Principal Financial Group, and American Beacon
Schwab 529 College Savings Plan
Kansas
An Index Age-Based option and a Static Age-Based option are offered in 4 different risk levels (Aggressive, Moderately Aggressive, Moderate, and Moderately Conservative) each containing 8 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the selected risk level and the age of the beneficiary or the number of years to expected enrollment, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 13 options: 6 multi-fund portfolios with varying degrees of risk tolerance, 6 index portfolios, and a money market fund portfolio. Schwab, Laudus, American Century, American Beacon, Baird, J.P. Morgan, Metropolitan West Asset Management, and Vanguard mutual funds.
Kentucky Education Savings Plan Trust
Kentucky
The Managed Allocation Option contains 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 2 100% equity options (one using actively managed funds and the other using mostly index funds), a balanced option, a fixed income option, and the Guaranteed Option. TIAA-CREF institutional mutual funds; the Guaranteed Option is invested in a funding agreement with TIAA-CREF Life Insurance Company that guarantees principal and, until January 2010, a minimum 3% annual rate of interest (actual rate is declared annually).
START Saving Program
Louisiana
Three Age-Based Options contain 4 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select between the Louisiana Principal Protection Option (100% invested in the state-managed Fixed Earnings Fund), and 6 Vanguard individual fund options. Vanguard LifeStrategy funds (in the Age-Based Option), the Louisiana State Treasurer's fund, and Vanguard Index Funds.
NextGen College Investing Plan -- Client Direct Series
Maine
Choose between two age-based options with eight portfolios each. One invests in BlackRock funds, the other invests in iShares ETFs. Contributions are placed into the portfolio corresponding to the beneficiary's age. The portfolios automatically shift to a more conservative investment allocation over time. Select from five diversified portfolios and two single-fund portfolios with funds from BlackRock and iShares, the Principal Plus Portfolio or NextGen Savings Portfolio. BlackRock, iShares. The Principal Plus Portfolio consists of one or more guaranteed investment contracts issued by one or more insurance companies, deposits in an interest-bearing FDIC-insured bank account at Bank of America, N.A., and to the extent approved by FAME, corporate fixed-income investments and/or similar instruments. . The NextGen Savings Portfolio is comprised of an interest-bearing bank deposit account with Bank of America, N.A.
NextGen College Investing Plan -- Client Select Series
Maine
Four age-based options are offered, each using a different investment manager. The Franklin Templeton Age-Based Portfolios option contains eight portfolios of underlying mutual funds. The MFS Age-Based Portfolios, the BlackRock Age-Based Portfolios, and the iShares Age-Based Portfolios each contain 7 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age and desired investment manager, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 11 diversified portfolios using BlackRock, iShares, Franklin Templeton and MFS funds; 17 individual-fund portfolios using American Century, BlackRock, iShares, Franklin Templeton, MFS Lord Abbett, MainStay and Neuberger Berman funds; and the Principal Plus Portfolio and NextGen Savings Portfolio. American Century, BlackRock, Franklin Templeton, Lord Abbett, MainStay, MFS or Neuberger Berman mutual funds. The Principal Plus Portfolio consists of one or more guaranteed investment contracts issued by one or more insurance companies, deposits in an interest-bearing FDIC-insured bank account at Bank of America, N.A., and to the extent approved by FAME, corporate fixed-income investments and/or similar instruments.. The NextGen Savings Portfolio is comprised of an interest-bearing bank deposit account with Bank of America, N.A.
College Savings Plans of Maryland -- College Investment Plan
Maryland
The Enrollment-Based Portfolios contain 8 portfolios of underlying mutual funds, ranging from 100% equity to 20% equity. Contributions are placed into the portfolio corresponding to the number of years to expected enrollment based on the age of the beneficiary or as selected by the account owner. 7 portfolios shift to a more conservative investment allocation over time, eventually transferring to the Portfolio for College. Select among 2 multi-fund portfolios (Equity Portfolio and Balanced Portfolio) and 4 individual-fund portfolios (U.S. Treasury Money Market Portfolio, Inflation Focused Bond Portfolio, Bond and Income Portfolio, and Global Equity Market Index Portfolio). T. Rowe Price mutual funds.
U.Fund College Investing Plan
Massachusetts
Choose between 3 age-based options, one invested in Fidelity mutual funds, another invested in Fidelity index mutual funds, and a third multi-firm option with portfolios that invest in funds offered by several different companies. Contributions are placed into the portfolio corresponding to the beneficiary's age. The portfolios automatically shift to a more conservative investment allocation over time. Select among 6 multi-fund portfolios, 5 individual-fund portfolios and a Bank Deposit Portfolio. Fidelity Investments, AllianceBernstein, BBH, JPMorgan, Loomis Sayles, T. Rowe Price, Credit Suisse, Acadian, Causeway, MFS, Oppenheimer, William Blair, BlackRock, Hotchkiss and Wiley, PIMCO, Met West, Prudential, and Western Asset mutual funds. For the Bank Deposit Portfolio only, a deposit in a FDIC-insured interest-bearing account.
MI 529 Advisor Plan
Michigan
The Age-Based option contains 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 2 target-risk portfolios (Capital Appreciation and Conservative Allocation), a multi-fund portfolio (Nuveen Alternative Income) and 16 individual-fund portfolios from a number of fund families. Mutual funds managed by Nuveen Asset Management, LLC, TIAA Investments, LLC, Symphony Asset Management, Santa Barbara Asset Management, Harding Loevner, Oakmark Funds, Dimensional Fund Advisors, MetWest Funds, Harbor Funds and Ariel Investments
Michigan Education Savings Program
Michigan
The Age-Based Option is offered in 3 different risk levels (Aggressive, Moderate, and Conservative), each containing 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 4 multi-fund options (the International Equity Index Option, the Global Equity Index Option, the 100% Fixed Income Option, and the Balanced Option), the U.S. Equity Index Option and the Principal Plus Interest Option TIAA-CREF institutional mutual funds and one Vanguard index fund. The Principal Plus Interest Option is invested in a funding agreement with TIAA-CREF Life Insurance Company that guarantees principal and a minimum annual rate (actual rate is declared annually).
Minnesota College Savings Plan
Minnesota
The Managed Allocation Option contains 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 10 options: 7 static blend portfolios, two single fund portfolios, and the Principal Plus Interest Option. TIAA-CREF institutional mutual funds; the Principal Plus Interest Option is invested in a funding agreement with TIAA-CREF Life Insurance Company that guarantees principal and a minimum rate of interest (actual rate is declared annually).
Mississippi Affordable College Savings (MACS) Program
Mississippi
The Managed Allocation Option contains nine portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age and later reassigned to more conservative portfolios as the beneficiary approaches college age. Five multi-fund risk-based options, three single fund options and the Guaranteed Option. TIAA-CREF and Vanguard mutual funds; the Guaranteed Option is invested in a funding agreement with TIAA-CREF Life Insurance Company that guarantees principal and a rate of interest between 1% and 3% (actual rate is declared annually).
MOST - Missouri's 529 College Savings Plan (Direct-sold)
Missouri
The Age-Based option is offered in 3 different risk levels (Aggressive, Moderate, and Conservative) each containing 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the risk level selected and the number of years to expected enrollment, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 6 multi-fund portfolios and 10 individual-fund portfolios. Vanguard and Dimensional Fund Advisors funds.
Achieve Montana
Montana
An age-based option, comprised of five portfolios, moves investments automatically from one portfolio to progressively more conservative investments as the beneficiary approaches college age. Select among six portfolios, Aggressive, Growth, Moderate, Conservative, Income and an FDIC-insured savings option. Vanguard and DFA funds.
Montana Family Education Savings Program -- Bank Plan
Montana
None. The interest rate on the CollegeSure CD is pegged to a private-college tuition index, less a margin percentage assigned at the time of purchase. The maximum rate in future years is set at a specified percentage over the first-year's rate. The InvestorSure CD has a five-year maturity, and earns interest tied to a percentage of the increase in the S&P 500 Index (70% as of May 1, 2012). Fixed-rate CDs earn interest at the rate posted at the time of purchase, and posted rates may change at any time. The Honors Savings Account earns interest at a variable rate which is reviewed periodically and published online. FDIC-insured certificates of deposit and a high-yield savings account from College Savings Bank, a Division of NexBank SSB.
Nebraska Education Savings Trust -- Advisor College Savings Plan
Nebraska
The Age-Based Portfolios option offers a choice among 4 different risk levels (Aggressive, Growth, Index, and Conservative). Select among 3 multi-fund portfolios with varying risk tolerances and 20 individual-fund portfolios including a money market option and an FDIC-insured savings option. American Funds, Federated, State Street, iShares, DFA, Dodge & Cox, MetWest, Tributary, T. Rowe Price, Vanguard, and Goldman Sachs
Nebraska Education Savings Trust -- Direct College Savings Plan
Nebraska
The Age-Based Portfolios option offers a choice among 4 different risk levels (Aggressive, Growth, Index, and Conservative). Select among 3 multi-fund portfolios--Growth, Balanced/Index, and Conservative--and 16 individual-fund portfolios including a money market option and an FDIC-insured savings option. State Street, DFA, MetWest, Tributary, T. Rowe Price, iShares, Vanguard, Goldman Sachs
State Farm College Savings Plan
Nebraska
The Enrollment-Based Portfolios contain 5 portfolios. Contributions are placed into the portfolio corresponding to the number of years to expected enrollment, and later reassigned to more conservative investment allocations as the beneficiary approaches college age. Select among 4 portfolios: Growth, Moderate Growth, Balanced, and Money Market. OppenheimerFunds mutual funds, Federated U.S. Government Securities Fund, and State Farm Bond Fund.
TD Ameritrade 529 College Savings Plan
Nebraska
The Age-Based Portfolios option offers a choice among 4 different risk levels (Aggressive, Growth, Index, and Conservative) each containing 5 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the selected risk level and beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 3 static investment portfolios with varying risk tolerances and 17 individual-fund portfolios. Vanguard, iShares, State Street, DFA, MetWest, Tributary, T. Rowe Price, and Goldman Sachs
Putnam 529 for America
Nevada
The Age-Based Asset Allocation Investment Option contains 22 portfolios: newborn through age 21+. Contributions are allocated among 5 Putnam-managed asset-allocation portfolios based on the age of the beneficiary. 3 goal-based options (Aggressive Growth, Growth, and Balanced), 4 Putnam Absolute Return Funds options, and 10 individual-fund options. Mutual funds from Putnam, MFS, Principal, Federated, and State Street.
SSGA Upromise 529 Plan
Nevada
Eight College-Date Portfolios allow account owners to select the year in which the beneficiary is expected to start college. The portfolio's investment track is automatically adjusted from more aggressive to more conservative as the beneficiary grows older (and closer to the selected college date year). Select among three risk-based portfolios (aggressive, moderate, or conservative), 15 individual-fund portfolios, and an FDIC-insured savings account. SPDR ETFs, where applicable, mutual funds managed by SSGA Funds Management, Inc. and a Sallie Mae High-Yield Savings Account.
The Vanguard 529 College Savings Plan
Nevada
The Age-Based Option offers a choice among 3 different risk levels (Aggressive, Moderate, or Conservative) each containing 12 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the selected risk level and number of years to expected enrollment, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 15 multi-fund portfolios and 15 individual-fund portfolios. Vanguard mutual funds.
USAA 529 College Savings Plan
Nevada
The Age-Based Option contains 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the age of the beneficiary, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 10 Fixed Allocation portfolios (Very Aggressive, Aggressive Growth, Growth, Moderately Aggressive, Moderate, Moderately Conservative, Conservative, Very Conservative and In-College) and a money-market portfolio (Preservation of Capital). USAA mutual funds.
Fidelity Advisor 529 Plan
New Hampshire
The Age-Based Strategy contains 8 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the age of the beneficiary or as determined by the account owner. 7 portfolios shift to a more conservative investment allocation over time, eventually transferring to the College portfolio. Select among 2 multi-fund portfolios (Aggressive Growth (formerly 100% Equity) and Moderate Growth (formerly 70% Equity)) and 17 individual-fund portfolios. Fidelity Advisor Funds and Fidelity Cash Reserves.
UNIQUE College Investing Plan
New Hampshire
Choose between 3 age-based options, one invested in Fidelity mutual funds, another invested in Fidelity index mutual funds, and a third multi-firm option with portfolios that invest in funds offered by several different companies. Contributions are placed into the portfolio corresponding to the beneficiary's age. The portfolios automatically shift to a more conservative investment allocation over time. Select among 6 multi-fund portfolios, 5 individual-fund portfolios and a Bank Deposit Portfolio. Fidelity Investments, AllianceBernstein, BBH, JPMorgan, Loomis Sayles, T. Rowe Price, Credit Suisse, Acadian, Causeway, MFS, Oppenheimer, William Blair, BlackRock, Hotchkiss and Wiley, PIMCO, Met West, Prudential, and Western Asset mutual funds. For the Bank Deposit Portfolio only, a deposit in a FDIC-insured interest-bearing account.
Franklin Templeton 529 College Savings Plan
New Jersey
The Age-Based Investment Portfolios option offers the choice of 3 risk levels: Growth, Moderate, and Conservative. Each consists of 4 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary ages. Select among 5 multi-fund portfolios, (Franklin Founding Funds, Franklin Growth Allocation, Franklin Corefolio, Franklin Growth & Income Allocation, and Franklin Income Allocation), 8 individual-fund portfolios, and a Franklin U.S. Government Money 529 Portfolio. Franklin Templeton mutual funds, a Franklin Templeton money market portfolio and possibly ETFs.
NJBEST 529 College Savings Plan
New Jersey
The Age-Based Investment Portfolios option offers the choice of 3 risk levels: Growth, Moderate, and Conservative. Each consists of 4 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary ages. Select among 4 multi-fund portfolios (Franklin Growth Allocation, Franklin Corefolio, Franklin Growth & Income Allocation, and Franklin Income Allocation), S&P 500 Index portfolio, and the Franklin Money 529 portfolio. Franklin Templeton mutual funds, a Franklin Templeton money market portfolio and possibly ETFs.
Scholar's Edge
New Mexico
Three Age-Based Options (Aggressive, Growth, and Balanced) contain 8 portfolios invested in mutual funds. Contributions are placed into six of the portfolios corresponding to the age of the beneficiary and later reassigned to more conservative portfolios as the beneficiary approaches college. Two fixed income options are also available within the age-based approach. Select among 8 multi-fund portfolios with varying risk tolerances, 26 individual-fund portfolios, and the Capital Preservation Portfolio. OppenheimerFunds, American Century, Dreyfus, Monetta and MainStay mutual funds; the Capital Preservation Portfolio invests primarily in investment contracts issued by New York Life Insurance Company.
The Education Plan's College Savings Program
New Mexico
Choose between 2 age-based approaches, one containing 8 portfolios of underlying mutual funds invested in a blend of actively-managed and index funds and the other containing 8 portfolios of underlying index funds. Contributions in the age-based approaches are placed into the portfolio corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Each approach is offered in an aggressive, growth and balanced track and each offers two fixed income options. Select among 8 multi-fund portfolios invested in a blend of actively-managed and index funds, 8 multi-fund portfolios invested only in index funds, and 1 individual-fund portfolio (the Short Term Yield Portfolio). Investments managed by OppenheimerFunds Inc. and its affiliates along with Vanguard.
New York's 529 Advisor-Guided College Savings Plan
New York
The Age-Based Option contains 6 portfolios, each invested in mutual funds. Contributions are placed into the portfolio corresponding to the age of the beneficiary and later reassigned to more conservative portfolios as the beneficiary approaches college. Select among 7 multi-fund portfolios with varying risk tolerances and 15 individual-fund portfolios. Primarily JPMorgan, but also funds from SSGA.
New York's 529 College Savings Program -- Direct Plan
New York
The Age-Based Option offers a choice among 3 different risk levels (Aggressive, Moderate, or Conservative) each containing 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the selected risk level and beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 5 multi-fund portfolios (Aggressive Growth, Growth, Moderate Growth, Conservative Growth, and Income), 7 individual fund portfolios, and the Interest Accumulation portfolio. Vanguard mutual funds.
National College Savings Program
North Carolina
The Vanguard Age-Based Option offers a choice among 3 different risk levels (Aggressive, Moderate, or Conservative). Contributions are placed into the portfolio corresponding to the selected risk level and number of years to expected enrollment, and later reassigned to more conservative portfolios until the beneficiary reaches age 19. Select among a fixed-income portfolio (The Dependable Income Fund), five multi-fund portfolios,four individual-fund portfolios, and a federally-insured deposit account through State Employees' Credit Union. An equity-indexed investment, the Protected Stock Fund, was closed to new investments on February 27, 2008. Also, a 100% equity portfolio, the Active Core Equity Fund, was closed January 31, 2011. The Vanguard Age-Based option offers a choice between Aggressive, Moderate or Conservative Tracks all of which invest in Vanguard mutual funds. The multi-fund and individual options invest in Vanguard mutual funds also. The Dependable Income Fund uses the state treasurer's short-term investment portfolio.
College SAVE (Advisor)
North Dakota
There are 3 age-based options (Conservative, Moderate, and Aggessive), each containing up to 5 investment portfolios. Contributions are placed into the portfolio corresponding to the selected option and age of the beneficiary, and later reassigned to more conservative portfolios as the withdrawal date draws nearer. Six asset allocation portfolios are offered. The Aggressive Growth, Growth, Moderate Growth, and Conservative Growth portfolios invest in Vanguard stock and bond index funds. The Income Portfolio invests in Vanguard bond index funds, inflation-protected securities fund, and the Vanguard Short-Term Reserves Account. The Interest Accumulation Portfolio invests 100% in the Vanguard Short-Term Reserves Account. Vanguard mutual funds.
College SAVE (Direct)
North Dakota
There are 3 age-based options (Conservative, Moderate, and Aggessive), each containing up to 5 investment portfolios. Contributions are placed into the portfolio corresponding to the selected option and age of the beneficiary, and later reassigned to more conservative portfolios as the withdrawal date draws nearer. Six asset allocation portfolios are offered. The Aggressive Growth, Growth, Moderate Growth, and Conservative Growth portfolios invest in Vanguard stock and bond index funds. The Income Portfolio invests in Vanguard bond index funds, inflation-protected securities fund, and the Vanguard Short-Term Reserves Account. The Interest Accumulation Portfolio invests 100% in the Vanguard Short-Term Reserves Account. Vanguard mutual funds.
BlackRock CollegeAdvantage Advisor 529 Savings Plan
Ohio
The Age-Based Options offer a choice between 3 risk levels (Aggressive, Moderate, and Conservative). Each contains 5 age bands comprised of between 13 and 14 underlying mutual funds. Contributions are placed into the portfolio corresponding to the selected risk level and the age of the beneficiary. The portfolios shift to a more conservative investment allocation over time. Select among 3 Target-Risk Investment Options (Aggressive Growth, Growth and Moderate) and 15 Single Strategy Investment Options, including 9 equity portfolios, two balanced portfolios, 5 fixed income portfolios, and a money market portfolio. Mutual funds from BlackRock, Rainier, Voya, Wells Fargo and iShares ETFs.
Ohio CollegeAdvantage Direct 529 Savings Plan
Ohio
2 separate age-based options are offered. The Vanguard Age-Based Option offers a choice among 3 different risk levels (Aggressive, Moderate, and Conservative). Contributions are placed into one of 5 mutual-fund portfolios corresponding to the selected risk level and age of the beneficiary, and reassigned to more conservative portfolios as the beneficiary approaches college age. The Advantage Age-Based Option invests in 4 distinct asset class portfolios made up of existing CollegeAdvantage equity and fixed-income options with funds from Vanguard and DFA. Asset allocation is based on the age of the beneficiary and shifts toward more conservative options as the beneficiary approaches college age. The Vanguard investment options consist of 5 multi-fund portfolios and 11 individual-fund portfolios. The Fifth Third Bank options consist of certificates of deposit and a savings account. The remaining options include an equity fund and a bond fund from DFA. Vanguard and DFA mutual funds; certificates of deposit and savings accounts from Fifth Third Bank.
Oklahoma College Savings Plan
Oklahoma
Three Managed Allocation Options (Conservative, Moderate, and Aggressive) each contain 6 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 4 multi-fund options (Diversified Equity, Global Equity Index, Balanced, and Fixed Income), 1 individual fund option ( U.S. Equity Index) and the Guaranteed Option. TIAA-CREF institutional mutual funds; the Guaranteed Option is invested in a funding agreement with TIAA-CREF Life Insurance Company that guarantees principal and a minimum rate based on the average five-year Constant Maturity Treasury Rate reported by the Federal Reserve.
Oklahoma Dream 529 Plan
Oklahoma
The Age-Based option contains 6 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 2 multi-fund portfolios (Capital Appreciation and Capital Preservation) and 10 individual-fund portfolios. Mutual funds manged by Allianz-affiliated companies, PIMCO and TIAA-CREF.
MFS 529 Savings Plan
Oregon
The Age-Based Investment Option contains 5 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 4 multi-fund options (Aggressive Growth, Growth, Moderate, and Conservative) and 14 individual-fund options. MFS mutual funds.
Oregon College Savings Plan
Oregon
The Age-Based Portfolio option contains 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the age of the beneficiary, and later reassigned to more conservative portfolios as the beneficiary ages. Select among 7 multi-fund portfolios (Aggressive, Moderate, Conservative, Diversified U.S. Equity, Diversified International Equity, Diversified Fixed Income and Balanced Index), 6 single-fund portfolios, and the Principal Plus Interest portfolio. Mutual funds from TIAA-CREF and nine other mutual fund families. The Principal Plus Interest Portfolio provides a return of principal and guaranteed rate of interest under a funding agreement with TIAA-CREF Life Insurance Company.
Pennsylvania 529 Investment Plan
Pennsylvania
The Age-Based Options offer a choice between 3 risk levels (Conservative, Moderate, and Aggressive) each containing 5 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 6 multi-fund portfolios (Aggressive Growth, Growth, Moderate Growth, Conservative Growth, Income, and Conservative Income) and 6 individual-fund portfolios. Vanguard mutual funds
CollegeBound 529 (Advisor-sold)
Rhode Island
The Age-Based Portfolios option contains 11 age bands corresponding to expected dated of college enrollment. The asset mix (or allocation) of the Age-Based Portfolios shifts to a more conservative investment allocation over time. Select among three Target-Risk Portfolios (Growth, Moderate and Conservative), and 11 individual-fund portfolios. Invesco mutual funds and ETFs.
CollegeBound Saver (Direct-sold)
Rhode Island
The Age-Based Portfolios option contains 11 age bands corresponding to expected dated of college enrollment. The asset mix (or allocation) of the Age-Based Portfolios shifts to a more conservative investment allocation over time. Select among three Target-Risk Portfolios (Growth, Moderate Growth and Conservative), seven individual-fund portfolios and a stable value option. Invesco, Vanguard and BlackRock.
Future Scholar 529 College Savings Plan (Advisor-sold)
South Carolina
The Age-Based Portfolios option is offered in 3 different risk levels (Aggressive, Moderate, and Conservative) each containing 6 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the risk level selected and based on the age of the beneficiary, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 7 Target Allocation portfolios (Aggressive Growth, Growth, Moderate Growth, Moderate, Moderately Conservative, Conservative and College), 21 individual-fund portfolios, a money market fund, and a bank deposit account. Mutual funds from Columbia, American Century, DFA, Fidelity, Janus, JP Morgan, MFS, Nuveen Wislow, and Franklin Templeton, ETFs from iShares, and a BB&T bank deposit account.
Future Scholar 529 College Savings Plan (Direct-sold)
South Carolina
The Age-Based Portfolios option is offered in 3 different risk levels (Aggressive, Moderate, and Conservative) each containing 6 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the risk level selected and based on the age of the beneficiary, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 7 Target Allocation portfolios (Aggressive Growth, Growth, Moderate Growth, Moderate, Moderately Conservative, Conservative and College),7 individual-fund index portfolios, a short-term bond fund, a money market fund, and a bank deposit account. Columbia mutual funds, Vanguard funds, iShares Barclays TIPS Bond Fund, and a BB&T bank deposit account.
CollegeAccess 529 (Advisor-sold)
South Dakota
The Age-Based Option consists of 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the age of the beneficiary or the anticipated years to matriculation, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 3 multi-fund portfolios (Diversified Equity, Diversified Bond, and Ultrashort Bond) and 12 individual fund portfolios. Mutual funds managed by Allianz, DFA, Dodge & Cox, Dreyfus/The Boston Co., Metropolitan West, Morgan Stanley, PIMCO, TIAA and Voya.
CollegeAccess 529 (Direct-sold)
South Dakota
The Age-Based Option consists of 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the age of the beneficiary or the anticipated years to matriculation, and later reassigned to more conservative portfolios as the beneficiary approaches college age. A multi-fund portfolio called the Diversified Bond Portfolio and 2 individual-fund portfolios, one invested in the PIMCO Real Return Fund, and one invested in the PIMCO All Asset Fund. Allianz, Boston Company, Franklin Templeton, Voya, NFJ, PIMCO, Royce, Thornburg, and TIAA-CREF.
TNStars College Savings 529 Program
Tennessee
An age-based option offers five age bands. Contributions are placed into the portfolio corresponding to the beneficiary's age and automatically shift to a more conservative portfolio over time. Select among 14 individual options investing in Vanguard, DFA, or Primecap funds, or an interest bearing account option with First Tennessee Bank National Association. Vanguard and DFA in the age-based option; Vanguard, DFA, and Primecap in the individual options
Lonestar 529 Plan
Texas
The Age-Based Portfolios option consists of 6 portfolios of underlying funds. Contributions are placed into the portfolio that corresponds to the age of the beneficiary. The portfolios automatically shift to a more conservative investment allocation over time. Select among 2 multi-fund portfolios (the 100% Equity portfolio and the Balanced portfolio) and 10 individual-fund portfolios. Mutual funds managed by Artisan, DFA, Dodge & Cox, Dreyfus, Invesco, T. Rowe Price, Templeton, Thornburg, TIAA-CREF, and William Blair.
Texas College Savings Plan
Texas
Select either the Blended Age-based Portfolios, which offers underlying investments that are both actively and passively managed, or the Index Age-Based Portfolios, which offers passively managed investments. Each option consists of 6 portfolios of underlying investments. Contributions are placed into the portfolio that corresponds to the age of the beneficiary. The portfolios automatically shift to a more conservative investment allocation over time. Select among 4 multi-fund portfolios (two of which use only index funds), 2 individual-fund bond portfolios, and the U.S. Government Money Market Portfolio. Mutual funds and investment strategies managed by Artisan, DFA, Dodge & Cox, Dreyfus, Invesco, T. Rowe Price, TIAA-CREF, and Vanguard.
Utah Educational Savings Plan (UESP)
Utah
Four age-based investment options, with different underlying investments and risk levels, are offered. Contributions are allocated among the underlying investments according to the option selected and the age of the beneficiary, and are reallocated to become more conservative as the beneficiary approaches college age. A fifth, the Customized Age-Based investment option allows for a customized account asset allocation from as many as 30 underlying investments, and automatically reallocates to a new customized underlying investment allocation each time the beneficiary's age qualifies for the next of ten possible age brackets. Eight static investment options are offered, allowing selection among one individual-fund index portfolio, one fixed income multi-fund portfolio, four equity-index multi-fund portfolios, an FDIC-insured account held in trust by UESP at Sallie Mae Bank and U.S. Bank National Association (U.S. Bank), and the State Treasurers' Investment Fund (one for Non-Utah residents and one for Utah residents). A ninth, the Customized Static Option, allows for a customized mix of investments using as many as 30 underlying fund choices. 19 Vanguard mutual funds, 10 Dimensional mutual funds, FDIC-insured accounts held in trust by UESP at Sallie Mae Bank and U.S. Bank National Association (U.S. Bank), and the Utah Public Treasurers' Investment Fund.
Vermont Higher Education Investment Plan
Vermont
The Managed Allocation Option contains 6 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age and later reassigned to more conservative portfolios as the beneficiary approaches college age. Choose from among 5 multi-fund options (Diversified Equity Portfolio, Equity Index Portfolio, Balanced Portfolio, and the Fixed Income Portfolio, and the Treasury Obligations Portfolio). Mutual funds from TIAA-CREF, Vanguard. DFA, and the Federated Treasury Obligations Fund.
CollegeAmerica
Virginia
The Target-Based Portfolios contain 7 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the number of years to expected enrollment based on the age of the beneficiary or as selected by the account owner. As each fund approaches its target date, it will increasingly emphasize income and preservation of capital by investing a greater portion of its assets in bond, equity-income and balanced funds, eventually investing principally in fixed-income funds and merging into the College Enrollment portfolio. Select among 30 individual mutual funds and 6 multi-fund portfolios from American Funds. American Funds mutual funds.
Invest529
Virginia
The Age-based Evolving Portfolios option contains 7 portfolios of underlying mutual funds and separately-managed investments. Contributions may be invested in any of the portfolios. The portfolios automatically shift to a more conservative investment allocation over time. Select among 14 portfolios, including an Invesco stable value option and an FDIC-insured savings option. Eleven of the portfolios invest in Vanguard funds. The Socially Targeted Investment Portfolio invests in the Parnassus Core Equity Fund. Mutual funds and separately-managed accounts from Vanguard, Rothschild Asset Management, American Funds, DFA, Aberdeen, Prudential, Stone Harbor, Morgan Stanley, Templeton, INVESCO, and Parnassus.
SMART529 Select
West Virginia
The Age-Based Portfolios option consists of 7 portfolios of underlying mutual funds with varying risk tolerances. Contributions are placed into the portfolio corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 10 multi-fund portfolios with varying risk tolerances. Dimensional Fund Advisors Inc.
SMART529 WV Direct College Savings Plan
West Virginia
The Age-Based Portfolios option consists of 5 portfolios of underlying mutual funds with varying risk tolerances. Contributions are placed into the portfolio corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 5 multi-fund portfolios (Aggressive Growth, Growth, Balanced, Conservative Balanced, and Conservative Bond), the SMART529 Stable Value portfolio and the SMART529 500 Index Fund. Vanguard index funds, SMART529 stable value.
The Hartford SMART529
West Virginia
The Age-Based Portfolios option consists of 5 portfolios of underlying mutual funds with varying risk tolerances. Contributions are placed into the portfolio corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Select among 5 multi-fund portfolios (Aggressive Growth, Growth, Balanced, Conservative Balanced, and Checks and Balances), 13 individual-fund portfolios, and a stable value portfolio. Hartford Funds, three MFS funds, and Invesco Stable Value.
Edvest
Wisconsin
The Age-Based Option is offered in 2 different risk levels, each containing 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the number of years to expected enrollment, and later reassigned to more conservative portfolios as the beneficiary approaches college enrollment. Select among 3 index-based multi-fund portfolios (Aggressive, Moderate, Conservative), 3 active-based multi-fund portfolios (Aggressive, Moderate, Conservative), two additional multi-fund portfolios, 5 individual-fund portfolios, a bank CD Portfolio and a principal plus interest portfolio that guarantees an annual interest rate of 1% - 3%. Mutual funds managed by TIAA-CREF, DFA, MetWest, T. Rowe Price and Franklin Templeton.
Tomorrow's Scholar 529 Plan
Wisconsin
The Age-Based Option contains 9 portfolios offering a mix of underlying funds. Contributions are placed into the portfolio corresponding to the age of the beneficiary, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Account owners may use the beneficiary's actual age or hypothetical age at enrollment. Select among 5 multi-fund portfolios with varying risk tolerances and 22 single fund options. BG Overseas, BlackRock Financial Management, CBRE Clarion, Credit Suisse, DIFA, Goldman Sachs, Hahn Capital Management, JPMorgan, Lazard, LSV, Polaris, Van Eck, Voya IM, and Wellington Management
 

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