Compare by Features

Plan	Static investment options:
CollegeCounts 529 Fund Alabama	Select among 6 multi-fund Target portfolios and 19 Individual-fund portfolios.
CollegeCounts 529 Fund Advisor Plan Alabama	Select among 6 multi-fund Target portfolios and 24 Individual-fund portfolios.
John Hancock Freedom 529 Alaska	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.
T. Rowe Price College Savings Plan Alaska	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.
University of Alaska College Savings Plan Alaska	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.
Arizona Family College Savings Program -- CollegeSure® 529 Plan Arizona	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 featured an APY of 0.70% as of February 12, 2013.
Fidelity Arizona College Savings Plan Arizona	Select from 6 multi-fund portfolios, 5 individual-fund portfolios and a Bank Deposit Portfolio.
Ivy Funds InvestEd Plan Arizona	Select among 3 fund-of-funds portfolios (Growth, Balanced, or Conservative) and 16 individual-fund portfolios each investing in a single mutual fund from the Ivy Funds family.
GIFT College Investing Plan Arkansas	Select among 5 multi-fund portfolios with varying risk tolerances, a money-market portfolio, and an FDIC-insured savings option.
iShares 529 Plan Arkansas	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.
The ScholarShare College Savings Plan California	Select among 12 multi-fund portfolios, 4 individual-fund portfolios (including the Social Choice Portfolio), and a principal-protection portfolio.
Direct Portfolio College Savings Plan Colorado	Select among 5 multi-fund portfolios with varying risk tolerances and 3 individual-fund portfolios.
Scholars Choice College Savings Program Colorado	Select among 14 investment options: 5 individual fund portfolios and nine 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%), the Cash Reserve Option, and 3 U.S. Treasury Zero-Coupon Bond Target Maturity portfolios.
Smart Choice College Savings Plan Colorado	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.
Stable Value Plus College Savings Program Colorado	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 2013 rate of return is 3.04% per year, assuming the the 0.71% administrative fee remains in effect for calendar year 2013. 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.
Connecticut Higher Education Trust (CHET) Connecticut	8 options are offered: the Equity Index Option, the Active Equity Option, the High Equity Option, the Active Fixed-Income Option, the Social Choice Option, the Index Fixed-Income Option, the Principal Plus Interest Option, and the Money Market Option.
Connecticut Higher Education Trust (CHET) -- Advisor Plan Connecticut	5 options are offered: Aggressive Growth, Growth, Balanced, Conservative, Checks and Balances, twelve individual fund options.
Delaware College Investment Plan Delaware	Select from 6 multi-fund portfolios, 5 individual-fund portfolios and the Bank Deposit Portfolio.
DC 529 College Savings Program (Advisor-sold) District of Columbia	Select among 6 individual-fund portfolios (Income, Balanced, Equity Index, U.S. Large Cap Equity, U.S. Small Cap Equity, and International Equity), and the Stability of Principal Investment Option.
DC 529 College Savings Program (Direct-sold) District of Columbia	Select among 6 individual-fund portfolios (Income, Balanced, Equity Index, U.S. Large Cap Equity, U.S. Small Cap Equity, and International Equity), and the Stability of Principal Investment Option.
Florida 529 Savings Plan Florida	Select among 4 separately-managed portfolios (Fixed Income, U.S. Equity, Balanced, and Money Market).
Path2College 529 Plan Georgia	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.
Hawaii's College Savings Program Hawaii	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).
Idaho College Savings Program (IDeal) Idaho	Select among 5 multi-fund portfolios, with varying risk tolerances, a money-market portfolio and a savings portfolio.
Bright Directions College Savings Program Illinois	Select among 7 multi-fund Target portfolios with varying risk tolerances and 33 individual-fund portfolios. Certain portfolios consist of underlying investments managed by women- and minority-owned investment managers. Fifteen additional individual portoflios 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.
Bright Start College Savings Program -- Advisor-sold Plan Illinois	Select among 5 Static Portfolios: Equity, Balanced, Fixed Income, Conservative Fixed Income and a Money Market Portfolio.
Bright Start College Savings Program -- Direct-sold Plan Illinois	Select among 5 Blended Portfolios and three Index Portfolios. The Blended Portfolio choices are Equity, Balanced, Conservative Fixed Income, Fixed Income, and a Money Market Portfolio. The Index Portfolio choices are Equity, Balanced, and Fixed Income.
CollegeChoice 529 Direct Savings Plan Indiana	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.
CollegeChoice Advisor 529 Savings Plan Indiana	Select among 10 individual-fund portfolios with various investment managers. A FDIC-insured bank savings option is also offered.
CollegeChoice CD 529 Savings Plan Indiana	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 Nov. 1, 2011). 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 0.60% as of February 1, 2012.
College Savings Iowa Iowa	Select among 6 multi-fund portfolios (Aggressive Growth, Growth, Moderate Growth, Conservative Growth, Income, and Conservative Income) and 4 individual-fund portfolios (Vanguard Total Bond Market Index Fund, Vanguard Institutional Total Stock Market Index Fund, Vanguard Total International Stock Index Fund and Vanguard Prime Money Market Fund)
IAdvisor 529 Plan Iowa	Select among 5 static allocation portfolios and 12 individual-fund portfolios representing a range of investment styles and utilizing mutual funds managed by ING, BlackRock, CBRE Clarion, Delaware, JP Morgan, RBC, PIMCO, Thornburg, and Wellington.
Learning Quest 529 Education Savings Program (Direct-sold) Kansas	Select among 14 options: the 100% Equity Portfolio invested in both American Century and Vanguard mutual funds, the Money Market portfolio invested in American Century funds, the 6 multi-fund portfolios used in the non-index age-based tracks, 4 index-fund based portfolios, and the LIVESTRONG™ 2015 and LIVESTRONG™ 2025 Portfolios. The two LIVESTRONG™ portfolios have a defined target year and as that date approaches, the asset mix of the underlying funds will change to a more conservative focus following a pre-set schedule. The underlying funds do not invest in any tobacco-related companies, and American Century Investments will make a contribution to the Lance Armstrong Foundation based on assets in the portfolios.
Learning Quest Advisor Kansas	Select among 7 multi-fund portfolios and 12 American Century individual-fund options.
Schwab 529 College Savings Plan Kansas	Select among 7 options: 6 multi-fund portfolios with varying degrees of risk tolerance and a money market fund portfolio.
Kentucky Education Savings Plan Trust Kentucky	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.
START Saving Program Louisiana	Select between the Louisiana Principal Protection Option (100% invested in the state-managed Fixed Earnings Fund), and 6 Vanguard individual fund options.
NextGen College Investing Plan -- Client Direct Series Maine	Select from an MFS fixed-income portfolio, an iShares fixed-income portfolio, a Franklin Templeton balanced portfolio, an iShares Diversified Equity Portfolio, two BlackRock equity portfolios, the Principal Plus Portfolio or NextGen Savings Portfolio.
NextGen College Investing Plan -- Client Select Series Maine	Select among 3 multi-fund and 4 individual-fund portfolios using Franklin Templeton funds, 2 multi-fund and 2 individual-fund portfolios using MFS funds, 3 multi-fund and 3 individual-fund portfolios using BlackRock funds, 2 multi-fund and 3 individual-fund portfolios using Allianz/PIMCO funds, an Eaton Vance large-cap value portfolio, a MainStay large cap growth portfolio, a Thornburg international equity portfolio, the Principal Plus Portfolio, and the NextGen Savings Portfolio.
College Savings Plans of Maryland -- College Investment Plan Maryland	Select among 2 multi-fund portfolios (Equity Portfolio and Balanced Portfolio) and 4 individual-fund portfolios (U.S. Treasury Money Market Portfolio, Short-Term Bond Portfolio, Bond and Income Portfolio, and Total Equity Market Index Portfolio).
U.Fund College Investing Plan Massachusetts	Select among 6 multi-fund portfolios, 5 individual-fund portfolios and a Bank Deposit Portfolio.
MI 529 Advisor Plan Michigan	Select among 2 multi-fund portfolios (Capital Appreciation Portfolio and Capital Preservation Portfolio) and 12 individual-fund portfolios.
Michigan Education Savings Program Michigan	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
Minnesota College Savings Plan Minnesota	Select among 5 options: 100% Equity, Balanced, 100% Fixed-Income, Money Market, and the Guaranteed Option.
MACS 529 Advisor Program Mississippi	Select among the Balanced Option (a multi-fund portfolio), 6 individual-fund portfolios, and the Guaranteed Option
Mississippi Affordable College Savings (MACS) Program Mississippi	The 100% Equity Option (a multi-fund portfolio) and the Guaranteed Option.
MOST - Missouri's 529 Advisor Plan Missouri	Select among 3 asset-allocation options (the ETF portfolios), an anti-terror portfolio, and 14 individual-fund options.
MOST - Missouri's 529 College Savings Plan (Direct-sold) Missouri	Select among 6 multi-fund portfolios and 8 individual-fund portfolios.
Montana Family Education Savings Program -- Bank Plan Montana	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.
Montana Family Education Savings Program -- Investment Plan Montana	Select among 5 Vanguard portfolios, LifeStrategy Growth, LifeStrategy Moderate Growth, LifeStrategy Conservative Growth, Total Stock Market Index and Total International Stock Index
Nebraska Education Savings Trust -- Advisor College Savings Plan Nebraska	Select among 3 multi-fund portfolios with varying risk tolerances and 19 individual-fund portfolios including a savings account option.
Nebraska Education Savings Trust -- Direct College Savings Plan Nebraska	Select among 3 multi-fund portfolios--Growth, Balanced/Index, and Conservative--and 17 individual-fund portfolios including a savings account option.
State Farm College Savings Plan Nebraska	Select among 4 portfolios: Growth, Moderate Growth, Balanced, and Money Market.
TD Ameritrade 529 College Savings Plan Nebraska	Select among 3 static investment portfolios with varying risk tolerances and 17 individual-fund portfolios.
Putnam 529 for America Nevada	3 goal-based options (Aggressive Growth, Growth, and Balanced), 4 Putnam Absolute Return Funds options, and 11 individual-fund options.
SSgA Upromise 529 Plan Nevada	Select among three risk-based portfolios (aggressive, moderate, or conservative), 15 individual-fund portfolios, and an FDIC-insured savings account.
The Vanguard 529 Savings Plan Nevada	Select among 5 multi-fund portfolios (Aggressive Growth, Growth, Moderate Growth, Conservative Growth, and Income) and 14 individual-fund portfolios.
USAA 529 College Savings Plan Nevada	Select among 6 multi-fund portfolios (Aggressive Growth, Growth, Moderate, Balanced, Conservative, and In-College) and a money-market portfolio (Preservation of Capital).
Fidelity Advisor 529 Plan New Hampshire	Select among 2 multi-fund portfolios (Aggressive Growth (formerly 100% Equity) and Moderate Growth (formerly 70% Equity)) and 17 individual-fund portfolios.
UNIQUE College Investing Plan New Hampshire	Select among 6 multi-fund portfolios, 5 individual-fund portfolios and a Bank Deposit Portfolio.
Franklin Templeton 529 College Savings Plan New Jersey	Select among 5 multi-fund portfolios, (Founding Funds, Growth, Corefolio, Growth & Income, and Income), 6 individual-fund portfolios, and a stable value portfolio.
NJBEST 529 College Savings Plan New Jersey	Select among 4 multi-fund portfolios (Growth, Corefolio, Growth & Income, and Income), S&P 500 Index portfolio, and a stable value portfolio.
Scholar'sEdge New Mexico	Select among 6 multi-fund portfolios with varying risk tolerances, 8 individual-fund portfolios, and the Capital Preservation Portfolio.
The Education Plan's College Savings Program New Mexico	Select among 6 multi-fund portfolios invested in a blend of actively-managed and index funds, 6 multi-fund portfolios invested only in index funds, and 1 individual-fund portfolio (the Short Term Yield Portfolio).
New York's 529 Advisor-Guided College Savings Plan New York	Select among 7 multi-fund portfolios with varying risk tolerances and 16 individual-fund portfolios.
New York's 529 College Savings Program -- Direct Plan New York	Select among 4 multi-fund portfolios (Growth, Moderate Growth, Conservative Growth, and Income), 8 individual index-fund portfolios, and the Interest Accumulation portfolio.
National College Savings Program North Carolina	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.
College SAVE North Dakota	6 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 a Vanguard bond index fund, inflation-protected securities fund, and a money market fund. The Money Market Portfolio invests 100% in the Vanguard Prime Money Market Fund.
BlackRock CollegeAdvantage 529 Plan Ohio	Select among 3 Target-Risk Investment Options (Aggressive Growth, Growth and Moderate) and 15 Single Strategy Investment Options, including 9 equity portfolios, a balanced portfolio, 4 fixed income portfolios, and a money market portfolio.
Ohio CollegeAdvantage 529 Savings Plan Ohio	The Vanguard investment options consist of 5 multi-fund portfolios and 8 individual-fund portfolios. The Fifth Third Bank options consist of certificates of deposit and a savings account. The remaining options include 2 PIMCO fixed-income funds, a small-cap option from OppenheimerFunds and an international option managed by GE Asset Management.
Oklahoma College Savings Plan Oklahoma	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.
Oklahoma Dream 529 Plan Oklahoma	Select among 2 multi-fund portfolios (Capital Appreciation and Capital Preservation) and 12 individual-fund portfolios. The 6 portfolios in the age-based option are also available as static investments.
MFS 529 Savings Plan Oregon	Select among 4 multi-fund options (Aggressive Growth, Growth, Moderate, and Conservative) and 14 individual-fund options.
Oregon College Savings Plan Oregon	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.
Pennsylvania 529 Investment Plan Pennsylvania	Select among 6 multi-fund portfolios (Aggressive Growth, Growth, Moderate Growth, Conservative Growth, Income, and Conservative Income) and 4 individual-fund portfolios (Total Stock Market Index, Social Index, Inflation Protected Securities, and Money Market).
CollegeBoundfund (Advisor-sold) Rhode Island	Select among 3 multi-fund portfolios (Appreciation, Balanced, and Conservative), a stable value portfolio (Principal-Protection Income Portfolio), and 9 individual-fund portfolios. A dollar-cost averaging option provides for automatic monthly reallocations between any of the portfolios.
CollegeBoundfund (Direct-sold, Alternative RI) Rhode Island	Select among 3 multi-fund portfolios (Appreciation, Balanced, and Conservative), a stable value portfolio (Principal-Protection Income Portfolio), and 12 individual-fund portfolios. A dollar-cost averaging option provides for automatic monthly reallocations between any of the portfolios.
Future Scholar 529 College Savings Plan (Advisor-sold) South Carolina	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.
Future Scholar 529 College Savings Plan (Direct-sold) South Carolina	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.
CollegeAccess 529 (Advisor-sold) South Dakota	Select among 3 multi-fund portfolios (Diversified Equity, Diversified Bond, and Money Market Plus) and 15 individual-fund portfolios. The 5 portfolios in the age-based option are also available as static investments.
CollegeAccess 529 (Direct-sold) South Dakota	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.
TNStars College Savings 529 Program Tennessee	Select among 13 individual options investing in Vanguard, DFA, Maxim or Primecap funds, or an interest bearing account option with First Tennessee Bank National Association.
Lonestar 529 Plan Texas	Select among 2 multi-fund portfolios (the 100% Equity portfolio and the Balanced portfolio) and 11 individual-fund portfolios.
Texas College Savings Plan Texas	Select among 4 multi-fund portfolios (two of which use only index funds), 2 individual-fund bond portfolios, and the Money Market and U.S. Government Money Market Portfolios.
Utah Educational Savings Plan (UESP) Utah	7 static investment options are offered, allowing selection among 2 individual-fund index portfolios, 2 equity-index, multi-fund portfolios, an FDIC-insured savings account with Zions First National Bank, and the State Treasurers' Investment Fund (one for Non-Utah residents and one for Utah residents). A seventh, the Customized Static Option, allows for a customized mix of investments using as many as 9 underlying investment choices.
Vermont Higher Education Investment Plan Vermont	Choose from among 4 multi-fund options (the Diversified Equity Option, the Equity Index Option, the Balanced Option, and the Fixed Income Option), and the Principal Plus Interest Option which guarantees principal and a stated rate of interest.
CollegeAmerica Virginia	Select among 25 individual mutual funds and 6 multi-fund portfolios from American Funds.
CollegeWealth Virginia	Bank, savings and loan or credit-union issued deposit accounts, insured up to allowable limits by the FDIC or NCUA, respectively.
Virginia529 inVEST Virginia	Select among 9 portfolios, 8 of which which invest in a Vanguard mutual fund and the ninth investing in the Parnassus Equity Income Fund.
SMART529 Select West Virginia	Select among 10 multi-fund portfolios with varying risk tolerances.
SMART529 WV Direct College Savings Plan West Virginia	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.
The Hartford SMART529 West Virginia	Select among 5 multi-fund portfolios (Aggressive Growth, Growth, Balanced, Conservative Balanced, and Checks and Balances), 15 individual-fund portfolios, and a stable value portfolio.
Edvest Wisconsin	Select among 5 index-based multi-fund portfolios (Aggressive, Growth, Moderate, Conservative and Income), 5 active-based multi-fund portfolios (Aggressive, Growth, Moderate, Conservative and Income), two additional multi-fund portfolios, 6 individual-fund portfolios, a bank CD Portfolio and a principal plus interest portfolio that guarantees an annual interest rate of 1% - 3%.
Tomorrow's Scholar 529 Plan Wisconsin	Select among 9 multi-fund portfolios with varying risk tolerances and 21 single fund options.