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MISC
Plan: Pennsylvania 529 Investment Plan
Portfolio: Social Index Portfolio
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Asset Allocation
Asset Class | % Assets | Category Avg. |
---|---|---|
US Stock | 100.00% | 70.86% |
Foreign Stock | 0.00% | 24.90% |
Real Estate | 0.00% | 3.62% |
Bond | 0.00% | 0.57% |
Short Term Bond | 0.00% | 0.01% |
Cash / MM | 0.00% | 0.05% |
Performance
Fees and Expenses (1 Year)
Growth of $10,000
Calculate Total Fees
Data as of 03/31/2024.
Disclaimer: The information contained herein: (1) is proprietary to Saving for College LLC and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Saving for College LLC nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
Each portfolio is assigned to a category of similar portfolios for comparison purposes. Read about our methodology for categorizing portfolios here.
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Financial Professionals
Top 529 College Savings Plans
One-year rankings are based on a plan's average investment returns over the last 12 months.
State | Plan Name | |
---|---|---|
1 | New Jersey | NJBEST 529 College Savings Plan |
2 | Nebraska | Bloomwell 529 Education Savings Plan |
3 | Nevada | USAA 529 Education Savings Plan |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
State | Plan Name | |
---|---|---|
1 | New Jersey | NJBEST 529 College Savings Plan |
2 | South Dakota | CollegeAccess 529 (Direct-sold) |
3 | West Virginia | SMART529 WV Direct College Savings Plan |
Five-year rankings are based on a plan's average annual investment returns over the last five years
State | Plan Name | |
---|---|---|
1 | West Virginia | SMART529 WV Direct College Savings Plan |
2 | Indiana | Indiana529 Direct Savings Plan |
3 | Alaska | T. Rowe Price College Savings Plan |
10-year rankings are based on a plan's average annual investment returns over the last ten years.
State | Plan Name | |
---|---|---|
1 | West Virginia | SMART529 WV Direct College Savings Plan |
2 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
3 | Alaska | T. Rowe Price College Savings Plan |