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
67,469 Clicked to Enroll
This is a Top 10 Plan
enroll now
67,469 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

Aggressive: 12.5% Stock 87.5% Bond Portfolio (19+)

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stock7.5%10.25%
Foreign Stock5%4.97%
Real Estate0%0.63%
Bond87.5%48.16%
Short Term Bond0%13.9%
Cash/MM0%22.09%

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.

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Data as of 03/31/2021.

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).

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