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.
- Program typeSavings
- Inception1990, substantially changed in 2019
- State agencyKentucky Higher Education Assistance Authority
- Tax deduction
- Program ManagerAscensus College Savings
- Program distributorAscensus College Savings
Guaranteed (closed to new investments 2/22/19)
|Asset Class||% Assets||Category Avg.|
|Short Term Bond||0%||0%|
Fees & Expenses (1 Year)
Total Expense Ratio
Fees vs Performance
Growth of $10,000
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 06/30/2021.
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Category averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).