Upromise Investments, Inc., which was acquired by Ascensus College Savings in 2013, became manager of the Indiana Indiana Advisor 529 Savings Plan in September 2008, replacing JPMorgan. The plan uses BlackRock, Schwab, DFA, American Funds, T.Rowe Price, Carillon Tower Advisors and Vanguard funds 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 deduction
- Program ManagerAscensus Government Savings
- Program distributorAscensus Broker Dealer Services
Diamond Hill Small-Mid Cap Portfolio
Asset Allocation
| Asset Class | % Assets | Category Avg. |
|---|---|---|
| US Stock | 100% | 70.25% |
| Foreign Stock | 0% | 24.69% |
| Real Estate | 0% | 4.46% |
| Bond | 0% | 0.55% |
| Short Term Bond | 0% | 0% |
| Cash/MM | 0% | 0.01% |
Performance
Fees & Expenses (1 Year)
Total Expense Ratio
Fees vs Performance
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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 $10,000
Assumptions
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 06/30/2024.
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Each portfolio is assigned to a category of similar portfolios for comparison purposes. Read about our methodology for categorizing portfolios.
Category average
Category averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).