General Information

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Florida 529 Savings Plan

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.

Our Ratingx

Fee Scorex

5 of 5
5 of 5

Performancex

4 of 5
4 of 5
This is a Top 10 Plan

  • Program typeSavings
  • Inception2002
  • State agency
    Florida Prepaid College Board
  • Tax deduction
  • Program Manager
    Florida Prepaid College Board
  • Program distributor
    Not applicable
Plan Details
Investment Options

Investors in Florida 529 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
Age 50.19%79%13.81%N/A
Age 60.19%73%13.59%N/A
Age 70.19%67%13.26%N/A
Age 80.18%61%13.06%N/A
Age 90.18%56%12.82%N/A
Age 100.17%50%12.6%N/A
Age 110.17%44%12.25%N/A
Age 120.17%38%11.83%N/A
Age 130.17%32%11.52%N/A
Age 140.16%26%10.76%N/A
Age 150.15%19%10.22%N/A
Age 160.16%14%9.64%N/A
Age 170.17%10%9.03%N/A
Age 180.17%10%8.68%N/A
Age 19+0.18%10%8.58%N/A
Age 0-40.2%85%13.5%37 of 55

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
Multi-Manager Income Portfolio0.21%0%7.44%N/A
Passive Growth Portfolio0.06%90%15.54%N/A
Passive Blended Portfolio0.05%56%13.34%N/A
Passive Income Portfolio0.06%0%7.03%N/A
Multi-Manager Growth Portfolio0.2%85%13.49%140 of 235
Multi-Manager Blended Portfolio0.18%56%12.8%36 of 52

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
Small/Mid Cap Equity Fund0.05%100%12.19%N/A
Bank Loans Fund0.77%0%N/AN/A
Core Fixed Income Fund0.03%0%N/AN/A
Emerging Markets Index Fund0.23%0%N/AN/A
Global Equity Fund0.28%100%N/AN/A
High Yield Fund0.13%0%N/AN/A
Real Estate Index Fund0.12%100%N/AN/A
Social Index Fund0.14%100%N/AN/A
Total International Index Fund0.08%100%N/AN/A
U.S. Large Cap Equity Index Fund0.02%100%N/AN/A
Treasury Inflation-Protected Securities Index Fund0.04%0%N/AN/A
Core Plus Fixed Income Fund0.22%0%9.02%54 of 70
Money Market Fund0.04%0%0.76%6 of 68
U.S. Broad All Cap Index Fund (formerly Total U.S. Equity Index Fund)0.02%100%20.9%35 of 235
Developed Intenational Equity (formerly International (Developed Markets) Fund)0.45%100%2.88%225 of 235

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

Child age


Max Expense Ratio:2.5%