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 type
    Savings
  • Inception
    June 2022
  • State agency
    Arizona State Treasurer
  • Tax deduction
  • Program Manager
    Ascensus College Savings Recordkeeping Services, LLC
  • Program distributor
    Goldman Sachs & Co.

GS 529 Real Estate Securities Portfolio

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stock100%69.96%
Foreign Stock0%25.03%
Real Estate0%4.3%
Bond0%0.68%
Short Term Bond0%0.02%
Cash/MM0%0.01%

Performance

Category Avg
This Portfolio
This Portfolio
Category Avg
New Portfolio

This portfolio does not have at least one full year of performance data

Fees & Expenses (1 Year)

Category Avg
This Portfolio
This Portfolio
Category Avg

Total Expense Ratio

New Portfolio

This portfolio does not have at least one full year of performance data

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

Data as of 10/01/2022.

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 average

Category averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).

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