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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 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
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.
| Portfolio | E.R | % Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| 2025 Enrollment Portfolio | 0.71% | 39% | 5.43% | 1 of 32 |
| 2022 Enrollment Portfolio | 0.70% | 30% | 4.16% | 1 of 26 |
| 2019 Enrollment Portfolio | 0.69% | 19% | 2.46% | 1 of 33 |
| 2028 Enrollment Portfolio | 0.71% | 49% | 6.56% | 2 of 24 |
| College Portfolio | 0.77% | 11% | 0.48% | 33 of 33 |
| 2031 Enrollment Portfolio | 0.71% | 66% | 7.44% | 4 of 21 |
| 2034 Enrollment Portfolio | 0.71% | 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.
| Portfolio | E.R | % Equity | 1YR Performance | Rank |
|---|
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.
| Portfolio | E.R | % Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| Boston Company Dynamic Large Cap Value Portfolio | 1.04% | 100% | N/A | N/A |
| Emerging Markets Equity Index Portfolio | 0.8% | 100% | N/A | N/A |
| Capital Preservation Portfolio | 0.31% | 0% | N/A | N/A |
| Core Bond Index Portfolio | 0.70% | 0% | -1.95% | 81 of 98 |
| International Equity Index Portfolio | 0.72% | 100% | 1.64% | 239 of 308 |
| Large Cap Index Portfolio | 0.70% | 100% | 16.95% | 116 of 308 |
| PIMCO Total Return Portfolio | 1.21% | 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 Portfolio | 1.07% | 100% | 27.62% | 6 of 308 |
| TIPS Index Portfolio | 0.72% | 0% | 0.88% | 2 of 24 |
| American Funds EuroPacific Growth Portfolio | 1.15% | 100% | 0.73% | 209 of 308 |
| Diamond Hill Small-Mid Cap Portfolio | 1.47% | 100% | 4.37% | 253 of 308 |
| Mid Cap Equity Index Portfolio | 0.73% | 100% | 13.20% | 127 of 308 |
| Small Cap Equity Index Portfolio | 0.73% | 100% | 17.86% | 43 of 308 |
Use the form below to filter through the investment options in this plan