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General Information

Maryland 529 -- Maryland Senator Edward J. Kasemeyer Prepaid College Trust
The Maryland 529 -- Prepaid College Trust offers a variety of tuition packages to Maryland and District of Columbia families.
Our RatingixThis program is not open to you either because it has residency requirements or because it has stopped accepting new enrollments.Close
This program is not open to you either because it has residency requirements or because it has stopped accepting new enrollments.
Close
Fee ScoreixThe fee score is derived from the analysis of costs done as part of Savingforcollege.com's 5-Cap Rating. This analysis compares total average asset-based expenses of the plan to other 529 savings plans. See the methodology for more information.Close
The fee score is derived from the analysis of costs done as part of Savingforcollege.com's 5-Cap Rating. This analysis compares total average asset-based expenses of the plan to other 529 savings plans. See the methodology for more information.
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5 of 5
PerformanceixThe performance score is derived from the analysis of performance as part of Savingforcollege.com’s 5-Cap Rating. See the methodology for more information.Close
The performance score is derived from the analysis of performance as part of Savingforcollege.com’s 5-Cap Rating. See the methodology for more information.
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N/A
- Program typePrepaid contract
- Enrollment periodDecember 1, 2020 through June 30, 2021. Year round for newborns and current Maryland 529 account holders.
- Inception1998
- State agencyMaryland 529
- Tax deduction
- Program ManagerCollege Savings Plans of Maryland Board
Investors in Maryland 529 -- Maryland Senator Edward J. Kasemeyer Prepaid College Trust 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%
0
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.
Portfolio | E.R.ix Expense Ratio Close | % Equity | 1YR Performance | Rank |
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No investment options found within this category.
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.
Portfolio | E.R.ix Expense Ratio Close | % Equity | 1YR Performance | Rank |
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No investment options found within this category.
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.
Portfolio | E.R.ix Expense Ratio Close | % Equity | 1YR Performance | Rank |
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No investment options found within this category.
Use the form below to filter through the investment options in this plan
Child age
Max Expense Ratio:2.5%
0