General Information

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Alaska 529

Alaska 529 (previously known as University of Alaska College Savings Plan) is a direct-sold 529 savings plan. The plan features both enrollment-based and static portfolios, along with an additional portfolio called the University of Alaska Portfolio providing special benefits to future University of Alaska students along with a very low expense ratio. Alaska residency is not required to participate in this T. Rowe Price-managed program.

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  • Program typeSavings
  • Inception1991
  • State agency
    Education Trust of Alaska
  • Tax deduction
  • Program Manager
    T. Rowe Price Associates, Inc.
  • Program distributor
    T. Rowe Price Investment Services, Inc.

Investors in Alaska 529 can select from the following investment options. Click on a portfolio name for more information.

Use the form below to filter through the investment options in this plan

Child age

Max Expense Ratio:2.5%

Age Based Investment Options

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.x% Equity1YR PerformanceRank
Portfolio 20390.65%100%59.71%N/A
Portfolio 20420.69%100%N/AN/A
Portfolio 20240.56%37%30.13%20 of 46
Portfolio 20210.4%20%19.16%16 of 120
Portfolio for Education Today0.4%20%16.67%85 of 122
Portfolio 20270.67%53.75%40.03%69 of 92
Portfolio 20300.67%69.75%47.64%13 of 35
Portfolio 20330.66%85%54.69%16 of 55
Portfolio 20360.65%100%59.78%21 of 55

Static Investment Options

This refers to an investment option that is not programmed to change over time. The individual fund portfolio and multi-fund portfolio described below are static options. So are many portfolios that do not use mutual funds, such as stable-value options, guaranteed options, CD options, etc.

PortfolioE.R.x% Equity1YR PerformanceRank
Equity Portfolio0.65%100%59.79%113 of 235
Balanced Portfolio0.68%60%41.58%45 of 52
University of Alaska Portfolio0.15%35%25.25%16 of 39

Individual Investment Options

Sometimes called a single-fund option, this is a portfolio invested in a single mutual fund. Often the name of the 529 portfolio is very similar to the name of the underlying mutual fund. A large number of broker-sold 529s offer an extensive line-up of individual fund options, while a smaller number of direct-sold 529s offer them.

PortfolioE.R.x% Equity1YR PerformanceRank
Global Impact Equity Portfolio0.89%100%N/AN/A
Fixed Income Portfolio0.72%0%16.98%64 of 70
Money Market Portfolio0.33%0%0.01%50 of 68
Total Equity Market Index Portfolio0.18%100%61.21%67 of 235

Use the form below to filter through the investment options in this plan

Child age

Max Expense Ratio:2.5%