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General Information
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.
Our Ratingix
4.5 of 5
Fee Scoreix
3.5 of 5
Performanceix
5 of 5
- Program typeSavings
- Inception1997, but substantially changed in 2008
- State agencyIndiana Education Savings Authority (IESA)
- Tax deduction
- Program ManagerAscensus College Savings
- Program distributorAscensus College Savings
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.ix | % Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| 2037 Enrollment Portfolio | 0.71% | 85% | 1.6% | N/A |
| 2025 Enrollment Portfolio | 0.71% | 29.82% | 3.86% | 19 of 27 |
| 2022 Enrollment Portfolio | 0.7% | 19.55% | 3.79% | 13 of 27 |
| 2028 Enrollment Portfolio | 0.71% | 38.52% | 3.64% | 5 of 26 |
| College Portfolio | 0.68% | 10% | 3.25% | 22 of 33 |
| 2031 Enrollment Portfolio | 0.71% | 49.4% | 3.31% | 6 of 21 |
| 2034 Enrollment Portfolio | 0.71% | 65% | 2.74% | 6 of 27 |
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.ix | % Equity | 1YR Performance | Rank |
|---|
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.
| Portfolio | E.R.ix | % Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| Boston Company Dynamic Large Cap Value Portfolio | 1.03% | 100% | -10.66% | 214 of 321 |
| Emerging Markets Equity Index Portfolio | 0.8% | 100% | -4.36% | 276 of 321 |
| Capital Preservation Portfolio | 0.31% | 0% | 2.65% | N/A |
| Core Bond Index Portfolio | 0.7% | 0% | 8.14% | 37 of 102 |
| International Equity Index Portfolio | 0.72% | 100% | -5.12% | 266 of 321 |
| Large Cap Index Portfolio | 0.7% | 100% | 6.54% | 64 of 321 |
| PIMCO Total Return Portfolio | 1.21% | 0% | 7.68% | 39 of 102 |
| T Rowe Price Large Cap Growth Portfolio | 1.07% | 100% | 19.5% | 6 of 321 |
| TIPS Index Portfolio | 0.72% | 0% | 2.64% | 24 of 24 |
| Savings Portfolio | 0.31% | 0% | 1.58% | 11 of 30 |
| American Funds EuroPacific Growth Portfolio | 1.15% | 100% | 2.48% | 283 of 321 |
| Diamond Hill Small-Mid Cap Portfolio | 1.47% | 100% | -16.67% | 244 of 321 |
| Mid Cap Equity Index Portfolio | 0.73% | 100% | -6.81% | 225 of 321 |
| Small Cap Equity Index Portfolio | 0.73% | 100% | -11.03% | 155 of 321 |
Use the form below to filter through the investment options in this plan