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General Information
KY Saves 529
The manager for KY Saves 529 (previously known as The Kentucky Education Savings Plan Trust) changed from TIAA-CREF to Ascensus College Savings in February 2019. The plan features a school enrollment based option, four asset allocation options, and an FDIC-insured option.
Our Ratingix
4 of 5
Fee Scoreix
3.5 of 5
Performanceix
2.5 of 5
- Program typeSavings
- Inception1990, substantially changed in 2019
- State agencyKentucky Higher Education Assistance Authority
- Tax deduction
- Program ManagerAscensus College Savings
- Program distributorAscensus College Savings
Back to full list of investment options
Active Bond Option
Jump To: Asset Allocation | Performance | Fees & ExpensesPrint
Asset Allocation
| Asset Class | % Assets | Category Avg. |
|---|---|---|
| US Stockix | 0% | 3.75% |
| Foreign Stockix | 0% | 1.71% |
| Real Estateix | 0% | 0.17% |
| Bondix | 90% | 46.17% |
| Short Term Bondix | 10% | 19.98% |
| Cash/MMix | 0% | 26.96% |
PerformanceCategory AvgThis Portfolio
This PortfolioCategory Avg
Fees & Expenses (1 Year)Category AvgThis Portfolio
This PortfolioCategory Avg
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.
$0
Data as of 12/31/2020.
Disclaimer: The information contained herein: (1) is proprietary to Saving for College LLC and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Saving for College LLC nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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).