General Information

Bright Start Direct-Sold College Savings Program logo

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 Ratingx

4.5 of 5

Fee Scorex

5 of 5
5 of 5

Performancex

4.5 of 5
4.5 of 5

  • Program typeSavings
  • Inception2000, 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
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Index Aggressive Age Based 0-2 Years Portfolio


Jump To: Asset Allocation | Performance | Fees & ExpensesPrint

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stockx57%66.14%
Foreign Stockx36%30.04%
Real Estatex7%1.62%
Bondx0%1.61%
Short Term Bondx0%0.09%
Cash/MMx0%0.5%


Performance
Category Avg
This Portfolio

This Portfolio
Category Avg


Fees & Expenses (1 Year)
Category Avg
This Portfolio

This Portfolio
Category Avg

Total Expense Ratiox

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 09/30/2020.

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 age and risk profile (represented as a % of equity).