Bright Start Direct-Sold College Savings Program

Fee Score

Performance

This is a Top 10 Plan
This is a Top 10 Plan
enroll now
82,632 Clicked to Enroll

Bright Start Direct-Sold College Savings Program

This is a Top 10 Plan
enroll now
82,632 Clicked to Enroll

Union Bank & Trust Company succeeded Oppenheimer Funds, Inc. as program manager of the Bright Start College Savings Program in July 2017. The Illinois direct-sold Plan features three age-based options using either a multi-firm or index-based strategy, three target portfolios, three index target portfolios, individual fund portfolios from a number of fund families and an FDIC-insured option.

Fee Score

5 / 5

Performance

5 / 5
  • Program type
    Savings
  • Inception
    2000, but substantially changed in July 2007 and again in July 2017.
  • State agency
    Illinois State Treasurer
  • Tax deduction
  • Program Manager
    Union Bank & Trust Company
  • Program distributor
    Union Bank & Trust Company

Ariel 529 Portfolio

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stock100%70.59%
Foreign Stock0%25.16%
Real Estate0%3.5%
Bond0%0.64%
Short Term Bond0%0.03%
Cash/MM0%0.09%

Performance

Category Avg
This Portfolio
This Portfolio
Category Avg

Fees & Expenses (1 Year)

Category Avg
This Portfolio
This Portfolio
Category Avg

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.

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Data as of 09/30/2021.

Disclaimer: The information contained herein: (1) is proprietary to Saving for College LLC and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Saving for College LLC nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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).

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