Direct Portfolio College Savings Plan

Fee Score

3.5 / 5

Performance

3.5 / 5
This is a Top 10 Plan
This is a Top 10 Plan
enroll now
67,374 Clicked to Enroll

Direct Portfolio College Savings Plan

This is a Top 10 Plan
enroll now
67,374 Clicked to Enroll

The team of Ascensus Broker Dealer Services, Inc. and The Vanguard Group manages the Colorado Direct Portfolio College Savings Plan. It features age-based and static portfolio options utilizing Vanguard mutual funds. Accounts can be linked to the Upromise rewards service.

Fee Score

3.5 / 5

Performance

3.5 / 5
  • Program type
    Savings
  • Inception
    2004
  • State agency
    CollegeInvest, a division of the Colorado Department of Higher Education
  • Tax deduction
  • Program Manager
    Ascensus Broker Dealer Services, Inc. and The Vanguard Group, Inc.
  • Program distributor
    Vanguard Marketing Corporation

Investment Options

Investors in Direct Portfolio College Savings Plan can select from the following investment options. Click on a portfolio name for more information.

Age Based Investment Optionsaccordion open icon

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
Conservative
Conservative: 62.5% Stock 37.5% Bond Portfolio (0-4)0.32%62.5%34.58%N/A
Conservative: Moderate Growth Portfolio (5-6)0.32%50%27.08%33 of 70
Conservative: 37.5% Stock 62.5% Bond Portfolio (7-8)0.32%37.5%20.06%N/A
Conservative: Conservative Growth Portfolio (9-10)0.32%25%13.23%4 of 70
Conservative: 12.5% Stock 87.5% Bond Portfolio (11-12)0.32%12.5%6.79%N/A
Conservative: Income Portfolio (13-14)0.32%0%1.66%7 of 78
Conservative: 50% Bond 50% Colorado Short-Term Reserves Portfolio (15-16)0.32%0%1.22%N/A
Conservative: 25% Bond 75% Colorado Short-Term Reserves Portfolio (17-18)0.32%0%0.67%N/A
Conservative: Interest Accumulation Portfolio (19+)0.32%0%N/A19 of 80
Moderate
Moderate: 87.5% Stock 12% Bond Portfolio (0-4)0.32%87.5%50.47%N/A
Moderate: Growth Portfolio (5-6)0.32%75%50.45%7 of 53
Moderate: 62.5% Stock 37.5% Bond Portfolio (7-8)0.32%62.5%34.58%N/A
Moderate: Moderate Growth Portfolio (9-10)0.32%50%27.08%34 of 70
Moderate: 37.5% Stock 62.5% Bond Portfolio (11-12)0.32%37.5%20.06%N/A
Moderate: Conservative Growth Portfolio (13-14)0.32%25%13.23%40 of 78
Moderate: 12.5% Stock 87.5% Bond Portfolio (15-16)0.32%12.5%6.79%N/A
Moderate: Income Portfolio (17-18)0.32%0%1.66%64 of 80
Moderate: Income Portfolio (19+)0.32%0%1.66%63 of 80
Aggressive
Aggressive: Aggressive Growth Portfolio (0-4)0.32%100%65.3%20 of 55
Aggressive: 87.5% Stock 12% Bond Portfolio (5-6)0.32%87.5%50.47%N/A
Aggressive: 87.5% Stock 12% Bond Portfolio (7-8)0.32%87.5%50.47%N/A
Aggressive: Growth Portfolio (9-10)0.32%75%50.45%8 of 53
Aggressive: 62.5% Stock 37.5% Bond Portfolio (11-12)0.32%62.5%34.58%N/A
Aggressive: Moderate Growth Portfolio (13-14)0.32%50%27.08%70 of 120
Aggressive: 37.5% Stock 62.5% Bond Portfolio (15-16)0.32%37.5%20.06%N/A
Aggressive: Conservative Growth Portfolio (17-18)0.32%25%13.23%16 of 78
Aggressive: 12.5% Stock 87.5% Bond Portfolio (19+)0.32%12.5%6.79%N/A
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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