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Maryland 529  -- Maryland Senator Edward J. Kasemeyer College Investment Plan logo

Maryland 529 -- Maryland Senator Edward J. Kasemeyer College Investment Plan

The Maryland 529 -- Senator Edward J. Kasemeyer College Investment Plan is a direct-sold 529 plan available to residents of any state, and offers investment options from T. Rowe Price. Maryland residents may enjoy a state tax deduction for contributions to the plan.

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  • Program typeSavings
  • Inception2001
  • State agency
    Maryland 529
  • Tax deduction
  • Program Manager
    T. Rowe Price Associates, Inc.
  • Program distributor
    T. Rowe Price Associates, Inc.
  • Manager contract termUNLOCK PRO

Investors in Maryland 529 -- Maryland Senator Edward J. Kasemeyer College Investment Plan can select from the following investment options. Click on a portfolio name for more information.

Use the form below to filter through the investment options in this plan

Child age


Max Expense Ratio:2.5%

Age Based Investment Options

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.x% Equity1YR PerformanceRank
Portfolio 20390.69%100%N/AN/A
Portfolio for College0.46%20%3.61%30 of 122
Portfolio 20300.69%82.5%3.61%11 of 35
Portfolio 20210.56%34.25%3.64%12 of 120
Portfolio 20240.69%51.25%3.23%28 of 46
Portfolio 20270.69%67%3.4%67 of 92
Portfolio 20330.69%97.5%3.75%14 of 55
Portfolio 20360.69%100%3.62%23 of 55

Static Investment Options

This refers to an investment option that is not programmed to change over time. The individual fund portfolio and multi-fund portfolio described below are static options. So are many portfolios that do not use mutual funds, such as stable-value options, guaranteed options, CD options, etc.

PortfolioE.R.x% Equity1YR PerformanceRank
Equity Portfolio0.69%100%3.59%112 of 235
Balanced Portfolio0.68%60%3.62%40 of 52
Global Equity Market Index Portfolio0.4%100%3.79%117 of 235

Individual Investment Options

Sometimes called a single-fund option, this is a portfolio invested in a single mutual fund. Often the name of the 529 portfolio is very similar to the name of the underlying mutual fund. A large number of broker-sold 529s offer an extensive line-up of individual fund options, while a smaller number of direct-sold 529s offer them.

PortfolioE.R.x% Equity1YR PerformanceRank
Equity Index 500 Portfolio0.26%100%9.2%N/A
Extended Equity Market Index Portfolio0.4%100%4.7%N/A
U.S. Bond Enhanced Portfolio0.35%0%4.5%N/A
Bond & Income Portfolio0.7%0%2.31%66 of 70
Inflation Focused Bond Portfolio0.46%0%2.06%13 of 70
U.S. Treasury Money Market Portfolio0.43%0%1.69%49 of 68

Use the form below to filter through the investment options in this plan

Child age


Max Expense Ratio:2.5%