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CollegeChoice Advisor 529 Savings Plan

Upromise Investments, Inc., which was acquired by Ascensus College Savings in 2013, became manager of the Indiana CollegeChoice Advisor 529 Savings Plan in September 2008, replacing JPMorgan. The plan uses iShares, Schwab and Vanguard ETFs in its Year of Enrollment Option and mutual funds from various investment managers in its individual portfolios. The plan also offers an FDIC-insured Savings Portfolio from NexBank and the Capital Preservation Portfolio invested in the New York Life Guaranteed Interest Account. Accounts can be linked to the Upromise Rewards service. To find a financial advisor in your area, use the Directory of Financial Professionals.

  • Program typeSavings
  • Inception1997, but substantially changed in 2008
  • State agency
    Indiana Education Savings Authority (IESA)
  • Tax deduction
    For single filers, 20% on up to $5,000/yr
    For joint filers, 20% on up to $5,000/yr
  • Program Manager
    Ascensus College Savings
  • Program distributor
    Ascensus College Savings
  • Manager contract termUNLOCK PRO

Investors in CollegeChoice Advisor 529 Savings Plan can select from the following investment options. Click on a portfolio name for more information.

Use the form below to filter through the investment options in this plan

Child age

Max Expense Ratio:2.5%

Age Based Investment Options

Sometimes referred to as the enrollment-based option, this is an investment approach where your asset allocation is programmed to change over time. Accounts for young beneficiaries are invested aggressively and accounts for beneficiaries with college right around the corner are invested much more conservatively. In some 529 plans, the age-based option operates by automatically transferring your investment from one static portfolio to another at certain points in time. Others utilize lifecycle funds or employ lifecycle-type tactics within the portfolio containing your investment so that it is not necessary to transfer your investment between portfolios.

PortfolioE.R% Equity1YR PerformanceRank
2025 Enrollment Portfolio0.71%39%5.43%1 of 32
2022 Enrollment Portfolio0.70%30%4.16%1 of 26
2019 Enrollment Portfolio0.69%19%2.46%1 of 33
2028 Enrollment Portfolio0.71%49%6.56%2 of 24
College Portfolio0.77%11%0.48%33 of 33
2031 Enrollment Portfolio0.71%66%7.44%4 of 21
2034 Enrollment Portfolio0.71%85%8.38%16 of 24

Static Investment Options

This refers to an investment option that is not programmed to change over time. The individual fund portfolio and multi-fund portfolio described below are static options. So are many portfolios that do not use mutual funds, such as stable-value options, guaranteed options, CD options, etc.

PortfolioE.R% Equity1YR PerformanceRank
Sorry. No investment options found with an expense ratio lower than 2.5%

Individual Investment Options

Sometimes called a single-fund option, this is a portfolio invested in a single mutual fund. Often the name of the 529 portfolio is very similar to the name of the underlying mutual fund. A large number of broker-sold 529s offer an extensive line-up of individual fund options, while a smaller number of direct-sold 529s offer them.

PortfolioE.R% Equity1YR PerformanceRank
Boston Company Dynamic Large Cap Value Portfolio1.04%100%N/AN/A
Emerging Markets Equity Index Portfolio0.8%100%N/AN/A
Capital Preservation Portfolio0.31%0%N/AN/A
Core Bond Index Portfolio0.70%0%-1.95%81 of 98
International Equity Index Portfolio0.72%100%1.64%239 of 308
Large Cap Index Portfolio0.70%100%16.95%116 of 308
PIMCO Total Return Portfolio1.21%0%-2.13%61 of 98
Short Term Treasury Index Portfolio (closed 11/9/18)0.80%0%0.63%7 of 24
T Rowe Price Large Cap Growth Portfolio1.07%100%27.62%6 of 308
TIPS Index Portfolio0.72%0%0.88%2 of 24
American Funds EuroPacific Growth Portfolio1.15%100%0.73%209 of 308
Diamond Hill Small-Mid Cap Portfolio1.47%100%4.37%253 of 308
Mid Cap Equity Index Portfolio0.73%100%13.20%127 of 308
Small Cap Equity Index Portfolio0.73%100%17.86%43 of 308

Use the form below to filter through the investment options in this plan

Child age

Max Expense Ratio:2.5%