DC College Savings Plan

Fee Score

Performance

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25,367 Clicked to Enroll

DC College Savings Plan

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25,367 Clicked to Enroll

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.

Fee Score

4 / 5

Performance

2 / 5
  • Program type
    Savings
  • Inception
    2002, 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

Investment Options

Investors in DC College Savings Plan can select from the following investment options. Click on a portfolio name for more information.

Age Based Investment Optionsaccordion open icon

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.% Equity1YR PerformanceRank
DC College Savings 2037 Portfolio0.34%80%29.71%N/A
DC College Savings 2040 Portfolio0.34%0%N/AN/A
DC College Savings 2022 Portfolio0.31%20%6.04%12 of 78
DC College Savings 2025 Portfolio0.34%35%8.38%1 of 120
DC College Savings 2028 Portfolio0.34%50%12.92%9 of 70
DC College Savings 2031 Portfolio0.34%65%18.31%5 of 72
DC College Savings 2034 Portfolio0.34%80%23.86%15 of 72
DC College Savings In College Portfolio0.31%8%4.72%50 of 80
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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