T. Rowe Price College Savings Plan is a direct-sold plan that offers several enrollment-based portfolios, two static portfolios and four individual investment options. The investment portfolios offered by the plan utilize T. Rowe Price mutual funds. Plan participation is open to residents of any state.
- Program typeSavings
- Inception2001
- State agencyEducation Trust of Alaska
- Tax deduction
- Program ManagerT. Rowe Price Associates, Inc.
- Program distributorT. Rowe Price Investment Services, Inc.
Investment Options
Investors in T. Rowe Price College Savings Plan can select from the following investment options. Click on a portfolio name for more information.
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. | % Equity | 1YR Performance |
|---|---|---|---|
| Portfolio 2039 | 0.64% | 100% | 4.4% |
| Portfolio 2042 | 0.64% | 100% | N/A |
| Portfolio 2024 | 0.45% | 31.5% | 1.45% |
| Portfolio for Education Today | 0.35% | 20% | 0.88% |
| Portfolio 2027 | 0.56% | 48.5% | 1.78% |
| Portfolio 2030 | 0.6% | 64.5% | 2.9% |
| Portfolio 2033 | 0.61% | 80% | 3.71% |
| Portfolio 2036 | 0.63% | 95% | 4.6% |
