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Plan Static investment options: Underlying investments:
CollegeCounts 529 Fund
Alabama
Select among 6 multi-fund Target portfolios and 21 Individual-fund portfolios. PIMCO, Vanguard, T. Rowe Price, DFA and Fidelity mutual funds.
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. T. Rowe Price mutual funds.
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. T. Rowe Price mutual funds.
Arizona Family College Savings Program
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. FDIC-insured certificates of deposit and a high-yield savings account from College Savings Bank.
Fidelity Arizona College Savings Plan
Arizona
Select from 6 multi-fund portfolios, 5 individual-fund portfolios and a Bank Deposit Portfolio. Fidelity Investments, Aston, BlackRock, Credit Suisse, DWS Investments, Harbor, JPMorgan, Royce, Acadian Funds, Causeway, MFS, William Blair, Eaton Vance, and PIMCO mutual funds. For the Bank Deposit Portfolio only, a deposit in a FDIC-insured interest-bearing account.
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. Vanguard mutual funds, Sallie Mae
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. 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
Select among 5 multi-fund portfolios with varying risk tolerances and 3 individual-fund portfolios. Vanguard mutual funds.
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. FDIC-insured bank deposit accounts with FirstBank. FDIC insurance is subject to limitations.
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 2014 rate of return is 2.64% per year, assuming the the 0.71% administrative fee remains in effect for calendar year 2014. 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
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. TIAA-CREF institutional mutual funds and funds from six outside mutual fund families, GMO, DFA, GE, T Rowe Price, Templeton & Thornburg. 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).
Delaware College Investment Plan
Delaware
Select from 6 multi-fund portfolios, 5 individual-fund portfolios and the Bank Deposit Portfolio. Fidelity Investments, Aston, BlackRock, Credit Suisse, Harbor, JPMorgan, Royce, Acadian Funds, Causeway, MFS, William Blair, Western Asset, Natixis, Invesco, Eaton Vance, and PIMCO mutual funds. For the Bank Deposit Portfolio only, a deposit in a FDIC-insured interest-bearing account.
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. Calvert and State Street mutual funds. The Stability of Principal Option consists of a funding agreement with Acacia Life Insurance Company which guarantees principal and a minimum 3% annual rate of interest to the Trust.
Florida 529 Savings Plan
Florida
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 Management Investment Advisers LLC, AllianceBernstein, Silvant Capital Management LLC, Quantitative Management Associates LLC, The Boston Company Asset Management LLC, Fiduciary Management Inc., PanAgora Asset Management, Inc., and Federated Investors, Inc.
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. 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
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
Select among 5 multi-fund portfolios, with varying risk tolerances, a money-market portfolio and a savings portfolio. Vanguard mutual funds.
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. The Blended Portfolios invest in OFI-managed investment strategies and mutual funds, and an American Century bond fund. The Index Portfolios invest in Vanguard mutual funds.
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. 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 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. FDIC-insured certificates of deposit and a high-yield savings account from College Savings Bank.
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) Vanguard mutual funds.
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 One Choice℠ 2015 and One Choice℠ 2025 Portfolios. The two One Choice℠ 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. American Century and Vanguard mutual funds.
Schwab 529 College Savings Plan
Kansas
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, Baron, J.P. Morgan, Metropolitan West Asset Management, Vanguard and PIMCO mutual funds.
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. 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
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
Select from an iShares fixed-income portfolio, an iShares diversified equity Portfolio, an iShares balanced portfolio, two BlackRock equity portfolios, a BlackRock balanced portfolio, a BlackRock fixed income portfolio, 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.
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, 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
Select among 6 multi-fund portfolios, 5 individual-fund portfolios and a Bank Deposit Portfolio. Fidelity Investments, Aston, BlackRock, Credit Suisse, Harbor, JPMorgan, Royce, Acadian Funds, Causeway, MFS, William Blair, Western Asset, Natixis, Invesco, Eaton Vance, and PIMCO mutual funds. For the Bank Deposit Portfolio only, a deposit in a FDIC-insured interest-bearing account.
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 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 annual rate (actual rate is declared annually).
Minnesota College Savings Plan
Minnesota
Select among 10 options: 9 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
Five multi-fund risk-based options 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 3% rate of interest (actual rate is declared annually).
MOST - Missouri's 529 College Savings Plan (Direct-sold)
Missouri
Select among 6 multi-fund portfolios and 9 individual-fund portfolios. Vanguard mutual funds.
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. FDIC-insured certificates of deposit and a high-yield savings account from College Savings Bank.
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 Vanguard mutual funds.
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 Street, T. Rowe Price, Tributary, Vanguard, iShares, PIMCO, and Goldman Sachs.
TD Ameritrade 529 College Savings Plan
Nebraska
Select among 3 static investment portfolios with varying risk tolerances and 17 individual-fund portfolios. Vanguard, American Century, iShares, State Street, Tributary, T. Rowe Price, Goldman Sachs, and PIMCO mutual funds.
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. SPDR ETFs, where applicable, a SSgA money market mutual fund and a Sallie Mae High-Yield 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. Vanguard mutual funds.
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). USAA mutual funds.
UNIQUE College Investing Plan
New Hampshire
Select among 6 multi-fund portfolios, 5 individual-fund portfolios and a Bank Deposit Portfolio. Fidelity Investments, Aston, BlackRock, Credit Suisse, Harbor, JPMorgan, Royce, Acadian Funds, Causeway, MFS, William Blair, Western Asset, Natixis, Invesco, Eaton Vance, and PIMCO mutual funds. For the Bank Deposit Portfolio only, a deposit in a FDIC-insured interest-bearing account.
NJBEST 529 College Savings Plan
New Jersey
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.
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). Investments managed by OppenheimerFunds Inc. and its affiliates along with Vanguard and Dreyfus.
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. Vanguard mutual funds.
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. 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
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. Vanguard mutual funds.
Ohio CollegeAdvantage 529 Savings Plan
Ohio
The Vanguard investment options consist of 5 multi-fund portfolios and 9 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, and an international option managed by GE Asset Management. Vanguard, PIMCO, and GE Asset Management mutual funds; certificates of deposit and savings accounts from Fifth Third Bank.
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. 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.
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. 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
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). Vanguard mutual funds
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 11 individual-fund portfolios. A dollar-cost averaging option provides for automatic monthly reallocations between any of the portfolios. AllianceBernstein mutual funds along with three Vanguard index funds.
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. Columbia mutual funds, Vanguard funds, iShares Barclays TIPS Bond Fund, and a BB&T bank deposit account.
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. Allianz, Boston Company, Franklin Templeton, Voya, NFJ, PIMCO, Royce, Thornburg, and TIAA-CREF.
TNStars College Savings 529 Program
Tennessee
Select among 13 individual options investing in Vanguard, DFA, Great-West 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, Great-West, and Primecap in the individual options
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. 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
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 22 underlying fund choices. 16 Vanguard mutual funds, six 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
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. TIAA-CREF institutional mutual funds; the Principal Plus Interest Option is issued by TIAA-CREF Life Insurance Company.
CollegeWealth
Virginia
Bank, savings and loan or credit-union issued deposit accounts, insured up to allowable limits by the FDIC or NCUA, respectively. 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 Core Equity Fund. Mutual funds and separately-managed accounts from Vanguard, Rothschild Asset Management, American Funds, Aberdeen, Prudential, Stone Harbor, Morgan Stanley, Franklin Templeton, INVESCO, and Parnassus.
SMART529 Select
West Virginia
Select among 10 multi-fund portfolios with varying risk tolerances. Dimensional Fund Advisors Inc.
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. Vanguard index funds, INVESCO stable value.
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%. Mutual funds managed by TIAA-CREF, DFA, and PIMCO.