This is an Honors Plan

The team of Ascensus College Savings and The Vanguard Group manages the Arkansas Brighter Future Direct Plan, featuring target enrollment portfolio and static portfolio options utilizing Vanguard mutual funds, and an FDIC-insured savings option. Accounts can be linked to the Upromise rewards service.

  • Program type
    Savings
  • Inception
    1999, but substantially changed in February 2005
  • State agency
    The Arkansas 529 Plan Review Committee, composed of the Director of the Department of Higher Education, the Executive Director of the Arkansas Teacher Retirement System, and the Arkansas State Treasurer
  • Tax deduction
  • Program Manager
    Ascensus College Savings, with The Vanguard Group as investment manager
  • Program distributor
    Ascensus College Savings

Target Enrollment 2040/2041 Portfolio

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stock57%60.32%
Foreign Stock38%35.37%
Real Estate0%0.8%
Bond5%3.28%
Short Term Bond0%0%
Cash/MM0%0.29%

Performance

Category Avg
This Portfolio
This Portfolio
Category Avg

Fees & Expenses (1 Year)

Category Avg
This Portfolio
This Portfolio
Category Avg

Total Expense Ratio

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

Growth of $10,000

Category Avg
This Portfolio

Assumptions

Data in "Growth of $10,000" is based on historical annual performance data.

Data as of 09/30/2024.

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

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