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General Information
T. Rowe Price College Savings Plan
T. Rowe Price College Savings Plan, the nationally-branded version of Alaska's direct-sold 529 savings program mirrors the University of Alaska College Savings Plan but lacks the ACT Portfolio found in the UA program. The enrollment-based and static portfolios available in this program utilize T. Rowe Price mutual funds.
Our Ratingix
4.5 of 5
Fee Scoreix
4.5 of 5
Performanceix
4 of 5
- Program typeSavings
- Inception2001
- State agencyEducation Trust of Alaska
- Tax deduction
- Program ManagerT. Rowe Price Associates, Inc.
- Program distributorT. Rowe Price Investment Services, Inc.
Investors in T. Rowe Price College Savings Plan 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.
| Portfolio | E.R.ix | %Â Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| Portfolio 2039 | 0.58% | 100% | 9.8% | N/A |
| Portfolio 2024 | 0.53% | 45.75% | 6.9% | 21 of 46 |
| Portfolio 2021 | 0.39% | 28.5% | 6.92% | 17 of 120 |
| Portfolio for Education Today | 0.39% | 20% | 7% | 86 of 122 |
| Portfolio 2027 | 0.64% | 61.75% | 6.97% | 70 of 92 |
| Portfolio 2030 | 0.63% | 77.5% | 8.3% | 12 of 35 |
| Portfolio 2033 | 0.6% | 92.5% | 9.24% | 15 of 55 |
| Portfolio 2036 | 0.58% | 100% | 9.86% | 22 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.
| Portfolio | E.R.ix | %Â Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| Equity Portfolio | 0.58% | 100% | 9.86% | 114 of 235 |
| Balanced Portfolio | 0.64% | 60% | 7.31% | 46 of 52 |
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.
| Portfolio | E.R.ix | %Â Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| Fixed Income Portfolio | 0.68% | 0% | 2.04% | 65 of 70 |
| Money Market Portfolio | 0.39% | 0% | 0.61% | 51 of 68 |
| Total Equity Market Index Portfolio | 0.35% | 100% | 13.9% | 68 of 235 |
Use the form below to filter through the investment options in this plan