Alaska 529

Fee Score

4.5 / 5

Performance

4.5 / 5
This is a Top 10 Plan
This is a Top 10 Plan
enroll now
46,515 Clicked to Enroll

Alaska 529

This is a Top 10 Plan
enroll now
46,515 Clicked to Enroll

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.

Fee Score

4.5 / 5

Performance

4.5 / 5
  • Program type
    Savings
  • Inception
    1991
  • State agency
    Education Trust of Alaska
  • Tax deduction
  • Program Manager
    T. Rowe Price Associates, Inc.
  • Program distributor
    T. Rowe Price Investment Services, Inc.

Portfolio 2036

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stock69%66.14%
Foreign Stock31%30.04%
Real Estate0%1.62%
Bond0%1.61%
Short Term Bond0%0.09%
Cash/MM0%0.5%

Performance

Category Avg
This Portfolio
This Portfolio
Category Avg

Fees & Expenses (1 Year)

Category Avg
This Portfolio
This Portfolio
Category Avg

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.

$0

Growth of $10,000

Category Avg
This Portfolio

Assumptions

Data in "Growth of $10,000" is based on historical annual performance data.

Data as of 03/31/2021.

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).

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