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General Information
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 Ratingix
3.5 of 5
Fee Scoreix
4 of 5
Performanceix
2.5 of 5
- Program typeSavings
- Inception2010
- State agencyConnecticut State Treasurer
- Tax deduction
- Program ManagerHartford Funds Management Company, LLC.
- Program distributorHartford Funds Distributors, LLC
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.
| Portfolio | E.R.ix | % Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| CHET Advisor Age-Based Portfolio 0-3 | 1.05% | 100% | 1.51% | 13 of 17 |
| CHET Advisor Age-Based Portfolio 4-6 | 1.03% | 83% | 2.35% | 13 of 27 |
| CHET Advisor Age-Based Portfolio 7-9 | 1.03% | 71% | 2.5% | 9 of 20 |
| CHET Advisor Age-Based Portfolio 10-11 | 0.99% | 61% | 2.47% | 14 of 18 |
| CHET Advisor Age-Based Portfolio 12-13 | 0.98% | 49.5% | 2.24% | 35 of 38 |
| CHET Advisor Age-Based Portfolio 16 | 0.84% | 30% | 2.16% | 20 of 31 |
| CHET Advisor Age-Based Portfolio 17 | 0.8% | 19% | 2.27% | 12 of 36 |
| CHET Advisor Age-Based Portfolio 14-15 | 0.97% | 42% | 2.43% | 23 of 38 |
| CHET Advisor Age-Based Portfolio 18+ | 0.77% | 10% | 2.14% | 24 of 33 |
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.
| Portfolio | E.R.ix | % Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| CHET Advisor Aggressive Growth Portfolio | 1.05% | 100% | 1.58% | 199 of 321 |
| CHET Advisor Growth Portfolio | 1.03% | 83% | 2.35% | 137 of 321 |
| CHET Advisor Balanced Portfolio | 0.99% | 61% | 2.44% | 13 of 36 |
| CHET Advisor Conservative Portfolio | 0.84% | 30% | 2.08% | 9 of 23 |
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.
| Portfolio | E.R.ix | % Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| Balanced Income 529 Portfolio | 1.04% | 40% | 5.75% | 20 of 23 |
| Core Equity 529 Portfolio | 0.83% | 100% | 10.16% | 31 of 321 |
| CHET Advisor Stable Value Portfolio | 0.65% | 0% | 1.59% | 12 of 30 |
| Small Cap Growth 529 Portfolio | 1.19% | 100% | 3.83% | 238 of 321 |
| Growth Opportunities 529 Portfolio | 1.18% | 100% | 15.65% | 20 of 321 |
| International Opportunities 529 Portfolio | 1.14% | 100% | -7.73% | 312 of 321 |
| Midcap 529 Portfolio | 1.17% | 100% | 7.18% | 133 of 321 |
| Dividend and Growth 529 Portfolio | 1.07% | 100% | 7.27% | 86 of 321 |
| Inflation Plus 529 Portfolio | 0.98% | 0% | 1.89% | 54 of 102 |
| Total Return Bond 529 Portfolio | 0.88% | 0% | 4.08% | 47 of 102 |
| Equity Income 529 Portfolio | 1.08% | 100% | 6.13% | 139 of 321 |
| World Bond 529 Portfolio | 1.08% | 0% | 4.56% | 1 of 102 |
Use the form below to filter through the investment options in this plan