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.

Fee Score

3.5 / 5

Performance

2.5 / 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

Investment Options

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

Age Based Investment Optionsaccordion open icon

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
2037 Enrollment Portfolio0.69%81%40.66%N/A
2025 Enrollment Portfolio0.68%28.11%14.5%19 of 27
2022 Enrollment Portfolio0.67%17.97%9.88%13 of 27
2028 Enrollment Portfolio0.68%37.07%18.82%5 of 26
College Portfolio0.66%10%6.55%22 of 33
2031 Enrollment Portfolio0.69%47.58%23.78%6 of 21
2034 Enrollment Portfolio0.69%62.4%30.97%6 of 27
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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