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Connecticut Higher Education Trust (CHET) logo

Connecticut Higher Education Trust (CHET)

Similar to other TIAA-managed 529 savings programs, the Connecticut Higher Education Trust (CHET) features three age-based options along with eight static investment options.


  • Program typeSavings
  • Inception1997
  • State agencyConnecticut State Treasurer
  • Tax deduction
    Tax deduction for single filers $5,000/yr
    Tax deduction for joint filers $10,000/yr
  • Program Manager
    TIAA-CREF Tuition Financing, Inc.
  • Program distributor
    TIAA-CREF Individual & Institutional Services, LLC
  • Manager contract termUNLOCK PRO
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Moderate Managed Allocation Option: Age Band 13-14


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Asset Allocation

Asset Class% AssetsCategory Avg.
US Stockx16%28.81%
Foreign Stockx16%13.14%
Real Estatex6%1.57%
Bondx60%45.36%
Short Term Bondx0%6.45%
Cash/MMx2%4.64%


Performance
Category Avg
This Portfolio

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Fees & Expenses (1 Year)
Category Avg
This Portfolio

Total Expense Ratiox

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This portfolio does not have at least one full year of performance data

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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Rate of return
Holding period




Data as of 06/30/2017.

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 average

Category averages are designed to be a representation of all portfolios with a similar age and risk profile (represented as a % of equity).