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Kentucky Education Savings Plan Trust
The Kentucky Education Savings Plan Trust is similar to other TIAA-managed 529 savings programs. The Plan features an age-based option, two 100% equity options, a balanced option, a fixed income option, and a guaranteed option.
- Program typeSavings
- State agencyKentucky Higher Education Assistance Authority
- Tax deductionTax deduction for single filers NoneTax deduction for joint filers None
- Program ManagerTIAA-CREF Tuition Financing, Inc.
- Program distributorTIAA-CREF Individual & Institutional Services, LLC
- Manager contract termUNLOCK PRO
|Asset Class||% Assets||Category Avg.|
|Short Term Bondix||0%||3.22%|
PerformanceCategory AvgThis Portfolio
Fees & Expenses (1 Year)Category AvgThis Portfolio
Total Expense Ratioix
Fees vs Performance
Calculate your fee
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 $10,000Category AvgThis Portfolio
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 06/30/2017.
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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 averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).