The Maine NextGen 529 -- Client Direct Series is managed by Sumday Administration, LLC and distributed by BlackRock Investments, LLC. The plan utilizes BlackRock (including iShares ETFs) funds in its age-based and static options. In addition, the Principal Plus Portfolio and the NextGen Savings Portfolio are available.
- Program typeSavings
- State agencyFinance Authority of Maine (FAME)
- Tax deduction
- Program ManagerSumday Administration, LLC; The Bank of New York Mellon provides certain custody and other services to the Program.
- Program distributorBlackRock Investments, LLC
NextGen Savings Portfolio
|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 12/31/2021.
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 averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).