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STABLE Kentucky

The Commonwealth of Kentucky has partnered with the State of Ohio to create STABLE Kentucky, a program that offers the STABLE Account Plan to eligible Kentucky residents for lower annual investment fees than would otherwise be available.

  • Program type
    ABLE Savings plan
  • Investment Manager
    Marquette Associates is the Investment Advisor, and The Vanguard Group and Fifth Third Bank are the providers of the investment options.
  • Inception
    2016
  • State agency
    Kentucky State Treasurer
  • Program Manager
    Sumday Administration, LLC

Investment Options

Investors in STABLE Kentucky 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.

No investment options found within this category.
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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