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.
- Program typeSavings
- Inception2002, but substantially changed in August 2010.
- State agencyBoard of Trustees of College Counts 529 Fund, chaired by the State Treasurer
- Tax deduction
- Program ManagerUBT 529 Services, a division of Union Bank & Trust Company
- Program distributorNorthern Trust Securities, Inc.
Age-Based Moderate: Ages 9-10
Asset Allocation
| Asset Class | % Assets | Category Avg. |
|---|---|---|
| US Stock | 36% | 38.29% |
| Foreign Stock | 20% | 12.7% |
| Real Estate | 2.5% | 0.91% |
| Bond | 30% | 40.34% |
| Short Term Bond | 8.2% | 4.83% |
| Cash/MM | 1.8% | 1.68% |
Performance
Fees & Expenses (1 Year)
Total Expense Ratio
Fees vs Performance
Calculate your fee
Each investment portfolio within a 529 plan carries with it a certain fee, known as the expense ratio. These annual fees are calculated based on a percentage of the investment balance. Enter the information below to see how much in fees you will pay over the course of your investment.
Growth of $10,000
Assumptions
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 06/30/2024.
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.
Category averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).
Category average
Category averages are designed to be a representation of all portfolios with a similar age and risk profile (represented as a % of equity).