NextGen 529 -- Client Select Series

The Maine NextGen 529 -- Client Select Series advisor-sold 529 is managed by Vestwell State Savings Administration, LLC and distributed by BlackRock Investments, LLC.. The plan consists of Year of enrollment, static multi-fund, and individual-fund options from a number of money managers: American Century, BlackRock, Franklin Templeton, Lord Abbett, MainStay, MFS and Neuberger Berman. In addition, the Principal Plus Portfolio and NextGen Savings Portfolio are offered. To find a financial advisor in your area, use the Directory of Financial Professionals.

Fee Score

4.5 / 5

Performance

2.5 / 5
  • Program type
    Savings
  • Inception
    1999
  • State agency
    Finance Authority of Maine (FAME)
  • Tax deduction
  • Program Manager
    Vestwell State Savings, LLC; The Bank of New York Mellon provides certain custody and other services to the Program
  • Program distributor
    BlackRock Investments, LLC

Investment Options

Investors in NextGen 529 -- Client Select Series 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.

PortfolioE.R.% Equity1YR Performance
BlackRock 2035 Enrollment Portfolio0.81%72.75%11.18%
iShares 2035 Enrollment Portfolio0.54%72.99%9.16%
Franklin Templeton 2030 Enrollment Portfolio0.87%68%12.14%
Franklin Templeton 2026 Enrollment Portfolio0.76%38%7.4%
MFS 2024 Enrollment Portfolio0.8%25%4.41%
BlackRock 2038 Enrollment Portfolio0.81%81.5%12.8%
BlackRock 2026 Enrollment Portfolio0.83%35.75%6.18%
BlackRock 2024 Enrollment Portfolio0.74%18.25%5.12%
Franklin Templeton 2034 Enrollment Portfolio0.93%88%15.43%
Franklin Templeton 2027 Enrollment Portfolio0.79%45.5%9.15%
Franklin Templeton 2024 Enrollment Portfolio0.7%23%3.94%
iShares 2038 Enrollment Portfolio0.54%81.44%10.66%
iShares 2026 Enrollment Portfolio0.54%35.83%4.57%
iShares 2024 Enrollment Portfolio0.6%18.2%3.77%
MFS 2038 Enrollment Portfolio0.97%88%12.94%
MFS 2033 Enrollment Portfolio0.92%69%10.28%
MFS 2029 Enrollment Portfolio0.87%50%8.2%
Franklin Templeton 2038 Enrollment Portfolio0.95%96%N/A
Franklin Templeton 2041 Enrollment Portfolio0.97%100%N/A
Franklin Templeton 2036 Enrollment Portfolio0.94%92%17.46%
Franklin Templeton 2032 Enrollment Portfolio0.91%80%13.61%
Franklin Templeton 2028 Enrollment Portfolio0.81%53%10.48%
Franklin Templeton 2025 Enrollment Portfolio0.74%30.5%5.82%
Franklin Templeton Enrolled Portfolio0.65%15.5%0.53%
MFS 2041 Enrollment Portfolio0.98%97.5%13.39%
MFS 2035 Enrollment Portfolio0.95%78.5%11.61%
MFS 2031 Enrollment Portfolio0.89%59.5%9.31%
MFS 2027 Enrollment Portfolio0.83%40%6.5%
MFS 2025 Enrollment Portfolio0.81%32.5%5.39%
MFS Enrolled Portfolio0.79%20%3.73%
BlackRock 2041 Enrollment Portfolio0.79%89.75%14.17%
BlackRock 2033 Enrollment Portfolio0.81%64.25%9.76%
BlackRock 2029 Enrollment Portfolio0.82%54.25%8.32%
BlackRock 2027 Enrollment Portfolio0.83%45.25%7.77%
BlackRock 2025 Enrollment Portfolio0.77%26.75%5.63%
BlackRock Enrolled Portfolio0.72%10%4.44%
iShares 2041 Enrollment Portfolio0.54%89.8%12.28%
iShares 2033 Enrollment Portfolio0.54%63.98%7.6%
iShares 2029 Enrollment Portfolio0.55%54.35%6.02%
iShares 2027 Enrollment Portfolio0.55%45.18%5.59%
iShares 2025 Enrollment Portfolio0.58%26.77%4.04%
iShares Enrolled Portfolio0.62%10%3.24%
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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