CollegeChoice 529 Direct Savings Plan

Fee Score

4.5 / 5

Performance

4 / 5
This is a Top 10 Plan
This is a Top 10 Plan
enroll now
59,917 Clicked to Enroll

CollegeChoice 529 Direct Savings Plan

This is a Top 10 Plan
enroll now
59,917 Clicked to Enroll

In September 2008, Upromise Investments, Inc., which was acquired by Ascensus College Savings in 2013, took over the management of the Indiana CollegeChoice 529 Direct Savings Plan from JPMorgan, and it now features a year of enrollment option using Vanguard index and Loomis Sayles funds, seven individual portfolios using a variety of investment managers, and an FDIC-insured savings account from NexBank. Accounts can be linked to the Upromise Rewards service.

Fee Score

4.5 / 5

Performance

4 / 5
  • Program type
    Savings
  • Inception
    1997, but substantially changed in 2008
  • State agency
    Indiana Education Savings Authority (IESA)
  • Tax deduction
  • Program Manager
    Ascensus College Savings
  • Program distributor
    Ascensus College Savings

2027 Enrollment Portfolio

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stock32.67%27.97%
Foreign Stock10.7%13.45%
Real Estate0%1.47%
Bond53.99%45.65%
Short Term Bond2.67%6.34%
Cash/MM0%5.12%

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 03/31/2021.

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 averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).

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).

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