MI 529 Advisor Plan

MI 529 Advisor Plan, managed by TIAA-CREF Tuition Financing, Inc., features enrollment-year, asset-allocation, and individual-fund portfolios using funds from nine investment managers. To find a financial advisor in your area, use the Directory of Financial Professionals.

Fee Score

3.5 / 5

Performance

3.5 / 5
  • Program type
    Savings
  • Inception
    2009
  • State agency
    Michigan Department of Treasury
  • Tax deduction
  • Program Manager
    TIAA-CREF Tuition Financing, Inc.
  • Program distributor
    Nuveen Securities, LLC

Investment Options

Investors in MI 529 Advisor Plan 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 PerformanceRank
2036/2037 Enrollment Portfolio1.08%79.9%N/AN/A
2034/2035 Enrollment Portfolio1.08%76.58%N/AN/A
2032/2033 Enrollment Portfolio1.07%68.67%N/AN/A
2030/2031 Enrollment Portfolio1.06%64.2%N/AN/A
2028/2029 Enrollment Portfolio1.05%58.23%N/AN/A
2026/2027 Enrollment Portfolio0.99%44.77%N/AN/A
2024/2025 Enrollment Portfolio0.93%35.8%N/AN/A
2022/2023 Enrollment Portfolio0.85%25.98%N/AN/A
In School Portfolio0.78%15.75%N/AN/A
2038/2039 Enrollment Portfolio1.08%79.9%N/AN/A
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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