Florida 529 Savings Plan

Fee Score

5 / 5

Performance

4 / 5
This is a Top 10 Plan
This is a Top 10 Plan
enroll now
31,886 Clicked to Enroll

Florida 529 Savings Plan

This is a Top 10 Plan
enroll now
31,886 Clicked to Enroll

The Florida 529 Savings Plan is administered by the Florida Prepaid College Board. In September 2019 the Board enhanced the plan with expanded investment options, reduced fees, and additional investment managers. The plan offers an age-based option with a 16 step glidepath, six static options, and 15 individual funds.

Fee Score

5 / 5

Performance

4 / 5
  • Program type
    Savings
  • Inception
    2002
  • State agency
    Florida Prepaid College Board
  • Tax deduction
  • Program Manager
    Florida Prepaid College Board
  • Program distributor
    Not applicable

Investment Options

Investors in Florida 529 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
Age 50.19%79%50.51%N/A
Age 60.19%73%46.44%N/A
Age 70.19%67%42.04%N/A
Age 80.18%61%38.04%N/A
Age 90.18%56%34.69%N/A
Age 100.17%50%30.88%N/A
Age 110.17%44%27.33%N/A
Age 120.17%38%23.71%N/A
Age 130.17%32%20.26%N/A
Age 140.16%26%16.81%N/A
Age 150.15%19%13.5%N/A
Age 160.16%14%11%N/A
Age 170.17%10%8.91%N/A
Age 180.17%10%9.15%N/A
Age 19+0.18%10%9.41%N/A
Age 0-40.2%85%54.48%37 of 55
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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