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CollegeChoice 529 Direct Savings Plan
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 an age-based 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.
- Program typeSavings
- Inception1997, but substantially changed in 2008
- State agencyIndiana Education Savings Authority (IESA)
- Tax deductionFor single filers, 20% on up to $5,000/yrFor joint filers, 20% on up to $5,000/yr
- Program ManagerAscensus College Savings
- Program distributorAscensus College Savings
- Manager contract termUNLOCK PRO
US Equity Index Portfolio
|Asset Class||% Assets||Category Avg.|
|Short Term Bondix||0%||0.01%|
PerformanceCategory AvgThis Portfolio
Fees & Expenses (1 Year)Category AvgThis Portfolio
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.
Growth of $10,000Category AvgThis Portfolio
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 09/30/2018.
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).