MOST - Missouri's 529 Education Plan (Direct-sold)

Fee Score

Performance

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42,589 Clicked to Enroll

MOST - Missouri's 529 Education Plan (Direct-sold)

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enroll now
42,589 Clicked to Enroll

Missouri's 529 Education Plan (Direct-sold), managed by Ascensus College Savings, features three-age based options and 16 static portfolios with funds from Vanguard and Dimensional Fund Advisors. Accounts can be linked to the Upromise rewards service.

Fee Score

4.5 / 5

Performance

2.5 / 5
  • Program type
    Savings
  • Inception
    1999, but substantially changed in June 2006
  • State agency
    Missouri Education Program Board
  • Tax deduction
  • Program Manager
    Ascensus College Savings
  • Program distributor
    Ascensus College Savings

Investment Options

Investors in MOST - Missouri's 529 Education Plan (Direct-sold) 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
Aggressive Age-Based (6-7) (Vanguard Aggressive)0.19%90%-20.2%
Aggressive Age-Based (8-9) (Vanguard Growth)0.19%80%-19.39%
Aggressive Age-Based (10-11) (Vanguard Blended Growth)0.19%70%-18.65%
Aggressive Age-Based (12-13) (Vanguard Moderate Growth)0.19%60%-18.01%
Aggressive Age-Based (14-15) (Vanguard Blended Moderate Growth)0.19%50%-17.38%
Aggressive Age-Based (16-17) (Vanguard Conservative Growth)0.19%40%-16.6%
Aggressive Age-Based (18) (Vanguard Conservative)0.19%30%-16%
Moderate Age-Based (6-7) (Vanguard Blended Growth)0.19%70%-18.65%
Moderate Age-Based (8-9) (Vanguard Moderate Growth)0.19%60%-18.01%
Moderate Age-Based (10-11) (Vanguard Blended Moderate Growth)0.19%50%-17.38%
Moderate Age-Based (12-13) (Vanguard Conservative Growth)0.19%40%-16.6%
Moderate Age-Based (14-15) (Vanguard Conservative)0.19%30%-16%
Moderate Age-Based (16-17) (Vanguard Income)0.19%20%-15.45%
Moderate Age-Based (18) (Vanguard Blended Income)0.19%10%-14.85%
Conservative Age-Based (6-7) (Vanguard Blended Moderate Growth)0.19%50%-17.38%
Conservative Age-Based (8-9) (Vanguard Conservative Growth)0.19%40%-16.6%
Conservative Age-Based (10-11) (Vanguard Conservative)0.19%30%-16%
Conservative Age-Based (12-13) (Vanguard Income)0.19%20%-15.45%
Conservative Age-Based (14-15) (Vanguard Blended Income)0.19%10%-14.85%
Conservative Age-Based (16-17) (Vanguard Conservative Income)0.19%0%-8.45%
Conservative Age-Based (18) (Vanguard Conservative Income)0.19%0%-8.45%
Aggressive Age-Based (0-5) (Vanguard Aggressive Growth)0.19%100%-20.94%
Aggressive Age-Based (19+) (Vanguard Income)0.19%20%-15.45%
Moderate Age-Based (0-5) (Vanguard Growth)0.19%80%-19.39%
Moderate Age-Based (19+) (Vanguard Conservative Income)0.19%0%-8.45%
Conservative Age-Based (0-5) (Vanguard Moderate Growth)0.19%60%-18.01%
Conservative Age-Based (19+) (Vanguard Interest Accumulation)0.17%0%1.34%
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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