General InformationDownload PDF Report

Connecticut Higher Education Trust (CHET) -- Advisor Plan logo

Connecticut Higher Education Trust (CHET) -- Advisor Plan

The Connecticut Higher Education Trust (CHET) Advisor Plan is managed by Hartford Funds and features age-based, static, and individual portfolio options. Underlying investments include Hartford Funds mutual funds, two iShares (BlackRock) mutual funds, and a stable value portfolio managed by Invesco. To find a financial advisor in your area, use the Directory of Financial Professionals.

Our Ratingx

Fee Scorex

3.5 of 5

Performancex

N/A

  • Program typeSavings
  • Inception2010
  • State agency
    Connecticut State Treasurer
  • Tax deduction
    Tax deduction for single filers $5,000/yr
    Tax deduction for joint filers $10,000/yr
  • Program Manager
    Hartford Funds Management Company, LLC.
  • Program distributor
    Hartford Funds Distributors, LLC
  • Manager contract termUNLOCK PRO

Investors in Connecticut Higher Education Trust (CHET) -- Advisor Plan 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.

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.

PortfolioE.R% Equity1YR PerformanceRank
CHET Advisor Aggressive Growth Portfolio1.05%100%9.02%178 of 308
CHET Advisor Growth Portfolio1.03%83%7.93%212 of 308
CHET Advisor Balanced Portfolio0.99%61%5.72%25 of 34
CHET Advisor Conservative Portfolio0.84%30%2.93%11 of 19
Checks and Balances Portfolio1.03%66.66%8.93%19 of 34

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% Equity1YR PerformanceRank
Balanced Income 529 Portfolio1.04%40%2.88%N/A
Core Equity 529 Portfolio0.83%100%20%N/A
CHET Advisor Stable Value Portfolio0.65%0%1.40%N/A
Small Cap Growth 529 Portfolio1.19%100%17.29%50 of 308
Growth Opportunities 529 Portfolio1.18%100%28.38%13 of 308
International Opportunities 529 Portfolio1.14%100%-1.11%271 of 308
Midcap 529 Portfolio1.17%100%20.3%47 of 308
Dividend and Growth 529 Portfolio1.07%100%12.93%189 of 308
Inflation Plus 529 Portfolio0.98%0%-0.27%40 of 98
Total Return Bond 529 Portfolio0.88%0%-0.97%49 of 98
Equity Income 529 Portfolio1.08%100%7.56%233 of 308
World Bond 529 Portfolio1.08%0%2.07%11 of 98

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

Child age


Max Expense Ratio:2.5%