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General Information

Bright Start Direct-Sold College Savings Program
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 and individual fund portfolios from a number of fund families.
Our Ratingix
5 of 5
Fee Scoreix
5 of 5
Performanceix
4.5 of 5
- 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
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Dodge & Cox Income 529 Portfolio
Jump To: Asset Allocation | Performance | Fees & ExpensesPrint
Asset Allocation
Asset Class | % Assets | Category Avg. |
---|---|---|
US Stockix | 0% | 0% |
Foreign Stockix | 0% | 0% |
Real Estateix | 0% | 0% |
Bondix | 100% | 100% |
Short Term Bondix | 0% | 0% |
Cash/MMix | 0% | 0% |
PerformanceCategory AvgThis Portfolio
This PortfolioCategory Avg
Fees & Expenses (1 Year)Category AvgThis Portfolio
This PortfolioCategory Avg
Total Expense Ratioix
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.
$0
Data as of 12/31/2020.
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).