TIAA-CREF Tuition Financing, Inc as program manager of the Bright Start College Savings Program . The Illinois direct-sold Plan features two age-based options using either a Passive Enrollment or Active Blend Enrollment Year Portfolios, three Passive Static Allocation Portfolios, three Active Blend Static Allocation Portfolios, individual fund portfolios from a number of fund families and an FDIC-insured option.
- Program typeSavings
- Inception2000, but substantially changed in July 2007 and again in July 2017.
- State agencyIllinois State Treasurer
- Tax deduction
- Program ManagerUnion Bank & Trust Company
- Program distributorTIAA-CREF Tuition Financing, Inc.
Active Blend Fixed Income Portfolio
Asset Allocation
| Asset Class | % Assets | Category Avg. |
|---|---|---|
| US Stock | 0% | 3.89% |
| Foreign Stock | 0% | 1.51% |
| Real Estate | 0% | 0.15% |
| Bond | 15% | 45.99% |
| Short Term Bond | 35% | 14.83% |
| Cash/MM | 50% | 20.89% |
Performance
Fees & Expenses (1 Year)
Total Expense Ratio
Fees vs Performance
Calculate your fee
Each investment portfolio within a 529 plan carries with it a certain fee, known as the expense ratio. These annual fees are calculated based on a percentage of the investment balance. Enter the information below to see how much in fees you will pay over the course of your investment.
Growth of $10,000
Assumptions
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 06/30/2024.
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Each portfolio is assigned to a category of similar portfolios for comparison purposes. Read about our methodology for categorizing portfolios.
Category average
Category averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).