CollegeCounts 529 Fund Advisor Plan

The manager for Alabama CollegeCounts 529 Fund Advisor Plan changed from Van Kampen to Union Bank and Trust Company in August 2010. It features age-based, static and individual fund portfolio options using mutual funds from multiple fund firms. To find a financial advisor in your area, use the Directory of Financial Professionals.

Fee Score

4 / 5

Performance

2.5 / 5
  • Program type
    Savings
  • Inception
    2002, but substantially changed in August 2010.
  • State agency
    Board of Trustees of College Counts 529 Fund, chaired by the State Treasurer
  • Tax deduction
  • Program Manager
    UBT 529 Services, a division of Union Bank & Trust Company
  • Program distributor
    Northern Trust Securities, Inc.

Investment Options

Investors in CollegeCounts 529 Fund Advisor Plan can select from the following investment options. Click on a portfolio name for more information.

Age Based Investment Optionsaccordion open icon

Sometimes referred to as the enrollment-based option, this is an investment approach where your asset allocation is programmed to change over time. Accounts for young beneficiaries are invested aggressively and accounts for beneficiaries with college right around the corner are invested much more conservatively. In some 529 plans, the age-based option operates by automatically transferring your investment from one static portfolio to another at certain points in time. Others utilize lifecycle funds or employ lifecycle-type tactics within the portfolio containing your investment so that it is not necessary to transfer your investment between portfolios.

PortfolioE.R.% Equity1YR PerformanceRank
Conservative
Age-Based Conservative: Ages 0-20.97%78%34.51%17 of 21
Age-Based Conservative: Ages 3-50.98%67%29.63%11 of 21
Age-Based Conservative: Ages 6-80.97%58%25.52%20 of 26
Age-Based Conservative: Ages 9-100.95%49%21.26%14 of 26
Age-Based Conservative: Ages 11-120.95%38%17.31%23 of 27
Age-Based Conservative: Ages 13-140.95%29%13.28%17 of 27
Age-Based Conservative: Ages 15-160.91%19%9.19%21 of 36
Age-Based Conservative: Ages 17-180.86%10%5.22%29 of 33
Age-Based Conservative: Ages 19+0.79%0%0.9%14 of 33
Moderate
Age-Based Moderate: Ages 0-20.97%88%38.23%23 of 27
Age-Based Moderate: Ages 3-50.97%78%34.51%16 of 21
Age-Based Moderate: Ages 6-80.98%67%29.63%15 of 21
Age-Based Moderate: Ages 9-100.97%58%25.52%21 of 26
Age-Based Moderate: Ages 11-120.95%49%21.26%29 of 38
Age-Based Moderate: Ages 13-140.95%38%17.31%24 of 27
Age-Based Moderate: Ages 15-160.95%29%13.28%24 of 31
Age-Based Moderate: Ages 17-180.91%19%9.19%22 of 36
Age-Based Moderate: Ages 19+0.86%10%5.22%28 of 33
Aggressive
Age-Based Aggressive: Ages 0-20.98%98%42.44%14 of 17
Age-Based Aggressive: Ages 3-50.97%88%38.23%22 of 27
Age-Based Aggressive: Ages 6-80.97%78%34.51%15 of 20
Age-Based Aggressive: Ages 9-100.98%67%29.63%16 of 21
Age-Based Aggressive: Ages 11-120.97%58%25.52%13 of 18
Age-Based Aggressive: Ages 13-140.95%49%21.26%30 of 38
Age-Based Aggressive: Ages 15-160.95%38%17.31%31 of 31
Age-Based Aggressive: Ages 17-180.95%29%13.28%25 of 31
Age-Based Aggressive: Ages 19+0.91%19%9.19%23 of 36
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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