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.
- 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 distributorUnion Bank & Trust Company
DFA U.S. Targeted Value 529 Portfolio
|Asset Class||% Assets||Category Avg.|
|Short Term Bond||0%||0.01%|
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
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 06/30/2023.
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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 averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).