Arizona's Goldman Sachs 529 Plan is an advisor-sold 529 savings program that features eleven year of enrollment funds, five target-risk funds and 15 individual-fund portfolios invested in Goldman Sachs mutual funds. To find a financial advisor in your area, use the Directory of Financial Professionals.
- Program typeSavings
- InceptionJune 2022
- State agencyArizona State Treasurer
- Tax deduction
- Program ManagerAscensus College Savings Recordkeeping Services, LLC
- Program distributorGoldman Sachs & Co.
Investment Options
Investors in The Goldman Sachs 529 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 |
|---|---|---|---|
| GS 529 Currently Enrolled Portfolio | 0.64% | 21.8% | 2.72% |
| GS 529 2023-2024 Portfolio | 0.64% | 26.6% | 3.13% |
| GS 529 2025-2026 Portfolio | 0.63% | 33.1% | 4.15% |
| GS 529 2027-2028 Portfolio | 0.62% | 39.8% | 5.38% |
| GS 529 2029-2030 Portfolio | 0.61% | 48.9% | 6.71% |
| GS 529 2031-2032 Portfolio | 0.61% | 59% | 8.36% |
| GS 529 2033-2034 Portfolio | 0.6% | 68.9% | 10.22% |
| GS 529 2035-2036 Portfolio | 0.59% | 84.8% | 12.85% |
| GS 529 2037-2038 Portfolio | 0.56% | 97% | 15.04% |
| GS 529 2039-2040 Portfolio | 0.56% | 97% | 15.67% |
| GS 529 2041-2042 Portfolio | 0.56% | 97% | 15.77% |
