General Information

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ScholarShare 529

California's ScholarShare 529 is available to residents of any state. It offers a variety of investment options from TIAA-CREF, T. Rowe Price and others.

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4.5 of 5

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4 of 5
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  • Program typeSavings
  • Inception1999
  • State agency
    The ScholarShare Investment Board (SIB) chaired by the State Treasurer
  • Tax deduction
  • Program Manager
    TIAA-CREF Tuition Financing, Inc. (TFI)
  • Program distributor
    TIAA-CREF Tuition Financing, Inc. (TFI)

Investors in ScholarShare 529 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.x% Equity1YR PerformanceRank
2036/2037 Enrollment Portfolio Active0.5%80%49.63%N/A
2034/2035 Enrollment Portfolio Active0.5%76%48.31%N/A
2032/2033 Enrollment Portfolio Active0.5%72%45.8%N/A
2030/2031 Enrollment Portfolio Active0.5%68%43.35%N/A
2028/2029 Enrollment Portfolio Active0.5%60%39.98%N/A
2026/2027 Enrollment Portfolio Active0.5%48%34.67%N/A
2024/2025 Enrollment Portfolio Active0.46%36%29.05%N/A
2022/2023 Enrollment Portfolio Active0.35%25%21.44%N/A
Enrollment Year Portfolio Active0.28%15%11.08%N/A
2034/2035 Enrollment Portfolio Passive0.12%76%42.74%N/A
2032/2033 Enrollment Portfolio Passive0.12%72%40.34%N/A
2030/2031 Enrollment Portfolio Passive0.12%68%38.59%N/A
2028/2029 Enrollment Portfolio Passive0.13%60%35.34%N/A
2026/2027 Enrollment Portfolio Passive0.14%48%30.36%N/A
2024/2025 Enrollment Portfolio Passive0.13%36%24.24%N/A
2022/2023 Enrollment Portfolio Passive0.1%25%18.52%N/A
Enrollment Year Portfolio Passive0.08%15%8.78%N/A
2036/2037 Enrollment Portfolio Passive0.12%80%44.2%N/A
2038/2039 Enrollment Portfolio Active0.5%80%N/AN/A
2038/2039 Enrollment Portfolio Passive0.12%80%N/AN/A

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.

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.x% Equity1YR PerformanceRank
Social Choice Investment Portfolio0.24%100%62.19%66 of 235
Index Bond Investment Portfolio0.12%0%0.47%19 of 70
Index U.S. Large Cap Equity Investment Portfolio0.06%100%56.18%22 of 235
Index U.S. Equity Investment Portfolio0.06%100%62.41%42 of 235
Principal Plus Interest Investment Portfolio0%0%1.52%52 of 68

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

Child age

Max Expense Ratio:2.5%