General Information

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DC College Savings Plan

The DC College Savings Plan is managed by Ascensus College Savings. Ascensus succeeded Calvert Investments as program manager in March 2017. The plan features a menu of age-based and static portfolio options utilizing investments from BlackRock, Vanguard, Loomis Sayles, JP Morgan, Dimensional Fund Advisors (DFA), Schwab, and Ameritas Life. The program was formerly sold nationally through financial advisors and on a load-waived basis to District of Columbia residents. The plan is now sold nationally on a direct-sold basis only.

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  • Program typeSavings
  • Inception2002, changed substantially in 2017
  • State agency
    District of Columbia College Savings Program Trust
  • Tax deduction
  • Program Manager
    Ascensus College Savings
  • Program distributor
    Ascensus College Savings

Investors in DC College Savings 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.

PortfolioE.R.x% Equity1YR PerformanceRank
DC College Savings 2037 Portfolio0.35%80%11.94%N/A
DC College Savings 2022 Portfolio0.32%20%4.94%12 of 78
DC College Savings 2025 Portfolio0.34%35%6.85%1 of 120
DC College Savings 2028 Portfolio0.35%50%8.99%9 of 70
DC College Savings 2031 Portfolio0.35%65%10.56%5 of 72
DC College Savings 2034 Portfolio0.35%80%11.49%15 of 72
DC College Savings In College Portfolio0.31%8%4.24%50 of 80

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.x% Equity1YR PerformanceRank
No investment options found within this category.

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.x% Equity1YR PerformanceRank
U.S. Intermediate-Term Bond Index Portfolio0.35%0%6.92%28 of 70
Intermediate-Term Bond Portfolio0.69%0%10.33%53 of 70
U.S. Total Stock Market Index Portfolio0.33%100%20.07%52 of 235
U.S. Socially Responsible Equity Portfolio0.55%100%20.84%89 of 235
U.S. Large Cap Equity Portfolio0.74%100%26.42%79 of 235
Non-U.S. Total Stock Market Index Portfolio0.39%100%10.16%200 of 235
U.S. Small Cap Equity Portfolio0.59%100%8.09%184 of 235
Principal Protected Portfolio0.15%0%2.16%3 of 68
Non-U.S. Socially Responsible Equity Portfolio0.67%100%11.31%226 of 235

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

Child age

Max Expense Ratio:2.5%