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General Information
Stanley G. Tate Florida Prepaid College Plan
The largest and longest running prepaid tuition program in the country, the Stanley G. Tate Florida Prepaid College Program has helped over one million Florida families save for college and lock in the future cost of attending Florida's public institutions. The value of the plan can be used at any qualified institution nationwide.
Our Ratingix
Fee Scoreix
4 of 5
Performanceix
N/A
- Program typePrepaid Plan contract
- Enrollment periodEnroll any time. The plan announces new pricing at the start of the annual Open Enrollment period. If you enroll outside of the Open Enrollment period, you will receive the pricing information for your plan when the next Open Enrollment period begins.
Open Enrollment: February 1, 2020 through April 30, 2020. - Inception1987
- State agencyFlorida Prepaid College Board
- Tax deduction
Investors in Stanley G. Tate Florida Prepaid College 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.
| Portfolio | E.R.ix | % Equity | 1YR Performance | Rank |
|---|
Sorry. No investment options found with an expense ratio lower than 2.5%
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.
| Portfolio | E.R.ix | % Equity | 1YR Performance | Rank |
|---|
Sorry. No investment options found with an expense ratio lower than 2.5%
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.
| Portfolio | E.R.ix | % Equity | 1YR Performance | Rank |
|---|
Sorry. No investment options found with an expense ratio lower than 2.5%
Use the form below to filter through the investment options in this plan