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Mississippi Affordable College Savings (MACS) Program

The manager for the Mississippi Affordable College Savings (MACS) Program changed from TIAA-CREF to Intuition College Savings Solutions, LLC in June 2017. The plan features an age-based option, five risk-based options, three individual fund options and a guaranteed option.

Our Ratingx

3.5 of 5

Fee Scorex

1.5 of 5

Performancex

N/A

  • Program typeSavings
  • Inception2001; program manager change in 2017
  • State agency
    College Savings Plans of Mississippi and State Treasury Department
  • Tax deduction
  • Program Manager
    Intuition College Savings Solutions, LLC
  • Program distributor
    Intuition College Savings Solutions, LLC
  • Manager contract termUNLOCK PRO

Investors in Mississippi Affordable College Savings (MACS) Program 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% Equity1YR PerformanceRank
Age 0-40.68%80%6.79%42 of 63
Age 11-120.69%50%3.83%83 of 100
Age 13-140.69%40%2.86%100 of 100
Age 150.68%30%1.88%37 of 62
Age 160.67%25%2.08%78 of 80
Age 170.66%20%1.78%51 of 83
Age 18+0.63%15%1.69%57 of 83
Age 5-80.68%70%5.84%56 of 65
Age 9-100.68%60%4.79%65 of 65

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% Equity1YR PerformanceRank
Aggressive Allocation Option0.68%80%6.79%45 of 52
Moderate Allocation Option0.68%60%4.79%46 of 52
Conservative Allocation Option0.66%20%1.88%16 of 68
Diversified Equity Option0.73%100%8.37%176 of 228
Fixed Income Option0.70%0%-1.09%67 of 68
U.S. Large-Cap Stock Index Option0.65%100%17.13%86 of 228
International Equity Fund Option0.66%100%2.01%213 of 228
Bond Fund Option0.72%0%-1.98%61 of 68

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% Equity1YR PerformanceRank
Guaranteed Option0%0%1.59%22 of 66

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

Child age


Max Expense Ratio:2.5%