Compare by Features

Plan	Age-based investment options:
CollegeCounts 529 Fund Alabama	The Age-Based Portfolios option is offered in 3 different risk levels (Aggressive, Moderate, and Conservative) each containing 5 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.
CollegeCounts 529 Fund Advisor Plan Alabama	The Age-Based Portfolios option is offered in 3 different risk levels (Aggressive, Moderate, and Conservative) each containing 5 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.
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.
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.
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.
Arizona Family College Savings Program -- CollegeSure® 529 Plan Arizona	None.
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.
Ivy Funds InvestEd Plan Arizona	Contributions are placed into one of 3 portfolios—Growth (ages 0–8), Balanced (ages 9–15), or Conservative (ages 16 and up)—corresponding to the beneficiary’s age, and later reassigned to more conservative portfolios as the beneficiary approaches college age.
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.
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 ScholarShare College Savings Plan 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.
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.
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.
Smart Choice College Savings Plan Colorado	None.
Stable Value Plus College Savings Program Colorado	None.
Connecticut Higher Education Trust (CHET) Connecticut	3 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.
Connecticut Higher Education Trust (CHET) -- Advisor Plan Connecticut	1 age-based option 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.
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.
DC 529 College Savings Program (Advisor-sold) District of Columbia	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. Account owners have the option to freeze the account at any particular portfolio.
DC 529 College Savings Program (Direct-sold) District of Columbia	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 age. Account owners have the option to freeze the account at any particular portfolio.
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 U.S. Equity portfolio. Contributions are invested based on the assignment of the beneficiary to one of the five age bands.
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.
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.
Idaho College Savings Program (IDeal) Idaho	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.
Bright Directions College Savings Program Illinois	The Age-Based option is offered in 3 different risk levels (Aggressive, Growth, and Balanced) each containing 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.
Bright Start College Savings Program -- Advisor-sold Plan Illinois	The Age Based Portfolios contain 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.
Bright Start College Savings Program -- Direct-sold Plan Illinois	Choose between Blended Age Based Portfolios and the Index Age Based Portfolios, each containing 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.
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.
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.
CollegeChoice CD 529 Savings Plan Indiana	None.
College Savings Iowa Iowa	The Age-Based option is offered in 4 different risk levels (Tracks A, B, C, and D) each containing 4 or 5 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.
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.
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 6 portfolios that make up these tracks, eventually ending in the Short-Term portfolio. 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.
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 6 portfolios that make up these tracks, eventually ending in the Short-Term portfolio.
Schwab 529 College Savings Plan Kansas	The Age-Based option is offered in 4 different risk levels (Aggressive, Moderately Aggressive, Moderate, and Moderately Conservative) each containing 3 to 5 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.
Kentucky Education Savings Plan Trust Kentucky	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.
START Saving Program Louisiana	3 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.
NextGen College Investing Plan -- Client Direct Series Maine	The Age-Based Portfolios come in 2 series, one investing in BlackRock mutual funds and the other investing in iShare exchange-traded funds (ETF). Each contains 6 portfolios of underlying 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.
NextGen College Investing Plan -- Client Select Series Maine	4 age-based options are offered, each using a different investment manager. The Franklin Templeton Age-Based Portfolios option contains five portfolios of underlying mutual funds. The Allianz/PIMCO Age-Based Portfolios, MFS Age-Based Portfolios and the BlackRock Age-Based Portfolios each contains 6 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.
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.
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.
MI 529 Advisor Plan Michigan	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.
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.
Minnesota College Savings Plan Minnesota	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.
MACS 529 Advisor Program Mississippi	None.
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.
MOST - Missouri's 529 Advisor Plan Missouri	None.
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 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.
Montana Family Education Savings Program -- Bank Plan Montana	None.
Montana Family Education Savings Program -- Investment Plan Montana	None.
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).
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).
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.
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.
Putnam 529 for America Nevada	The Age-Based Option offers a choice among 3 different risk levels (Aggressive, Moderate, and Conservative). Contributions are allocated among 5 Putnam-managed asset-allocation portfolios based on the selected risk level and the age of the beneficiary.
SSgA Upromise 529 Plan Nevada	Seven 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).
The Vanguard 529 Savings Plan Nevada	The Age-Based Option offers a choice among 3 different risk levels (Aggressive, Moderate, or Conservative) each containing 5 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.
USAA 529 College Savings Plan Nevada	The Age-Based Option contains 6 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.
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.
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.
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.
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.
Scholar'sEdge New Mexico	The Age-Based Approach 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.
The Education Plan's College Savings Program New Mexico	Choose between 2 age-based approaches, one containing 6 portfolios of underlying mutual funds invested in a blend of actively-managed and index funds and the other containing 6 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.
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.
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 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.
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.
College SAVE 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.
BlackRock CollegeAdvantage 529 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.
Ohio CollegeAdvantage 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, PIMCO, OppenheimerFunds and GE Asset Management. Asset allocation is based on the age of the beneficiary and shifts toward more conservative options as the beneficiary approaches college age.
Oklahoma College Savings Plan Oklahoma	3 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.
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.
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.
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.
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.
CollegeBoundfund (Advisor-sold) Rhode Island	The Age-Based Portfolios option offers a choice between 3 risk levels. Each contains 7 age bands comprised of 11-12 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.
CollegeBoundfund (Direct-sold, Alternative RI) Rhode Island	The Age-Based Portfolios option offers a choice between 3 risk levels. Each contains 7 age bands comprised of 11-12 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.
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.
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.
CollegeAccess 529 (Advisor-sold) South Dakota	The Age-Based Option consists of 5 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.
CollegeAccess 529 (Direct-sold) South Dakota	The Age-Based Option consists of 5 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.
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.
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.
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.
Utah Educational Savings Plan (UESP) Utah	4 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 9 underlying investments, and automatically reallocates to a new customized underlying investment allocation each time the beneficiary's age qualifies for the next of seven possible age brackets.
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.
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.
CollegeWealth Virginia	None.
Virginia529 inVEST 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.
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.
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.
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.
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.
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.