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University of Alaska College Savings Plan

The University of Alaska College Savings Plan is a direct-sold 529 savings plan. The Program features both enrollment-based and static portfolios, along with an additional portfolio called the ACT 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.

Our Ratingx

4.5 of 5

Fee Scorex

4 of 5

Performancex

4.5 of 5

  • Program typeSavings
  • Inception1991
  • State agency
    Education Trust of Alaska
  • Tax deduction
    Tax deduction for single filers None
    Tax deduction for joint filers None
  • Program Manager
    T. Rowe Price Associates, Inc.
  • Program distributor
    T. Rowe Price Investment Services, Inc.
  • Manager contract termUNLOCK PRO

Investors in University of Alaska 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.

PortfolioE.R% Equity1YR PerformanceRank
Portfolio 20390.7%100%N/AN/A
Portfolio 20240.69%51.25%5.72%27 of 43
Portfolio 20210.58%34.25%4.58%53 of 100
Portfolio for College0.49%20%2.34%38 of 83
Portfolio 20270.69%67%7.43%36 of 57
Portfolio 20300.69%82.5%9.2%12 of 29
Portfolio 20330.7%97.5%10.87%15 of 53
Portfolio 20360.7%100%11.02%12 of 53

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% Equity1YR PerformanceRank
Equity Portfolio0.7%100%11.01%112 of 228
Balanced Portfolio0.7%60%6.25%9 of 52
ACT Portfolio0.27%40%5.52%3 of 38

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% Equity1YR PerformanceRank
Fixed Income Portfolio0.7%0%-0.12%16 of 68
Money Market Portfolio0.43%0%1.13%49 of 66
Total Equity Market Index Portfolio0.35%100%16.97%76 of 228

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

Child age


Max Expense Ratio:2.5%