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MOST - Missouri's 529 Education Plan (Direct-sold)
Fee Score
5 of 5
Performance
4.5 of 5
enroll now
30,495 Clicked to Enroll
General Information

MOST - Missouri's 529 Education Plan (Direct-sold)
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.
Our RatingixThis is a program that offers outstanding flexibility, attractive investments, and additional economic benefits (such as generous state tax incentives) that for some people, at least, will provide a substantial boost to their savings. There are few, if any, weaknesses noted in the program.Close
This is a program that offers outstanding flexibility, attractive investments, and additional economic benefits (such as generous state tax incentives) that for some people, at least, will provide a substantial boost to their savings. There are few, if any, weaknesses noted in the program.
Close
4.5 of 5
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.
Close
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.
Close
4.5 of 5
enroll now
30,495 Clicked to Enroll
- Program typeSavings
- Inception1999, but substantially changed in June 2006
- State agencyMissouri Education Savings Program Board
- Tax deduction
- Program ManagerAscensus College Savings
- Program distributorAscensus College Savings
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.
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.
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 |
---|---|---|---|---|
Vanguard Aggressive Growth Portfolio | 0.2% | 100% | 16.97% | 131 of 235 |
Vanguard Growth Portfolio | 0.2% | 80% | 15.16% | 36 of 50 |
Vanguard Moderate Growth Portfolio | 0.2% | 60% | 13.15% | 37 of 52 |
Vanguard Conservative Growth Portfolio | 0.2% | 40% | 10.95% | 29 of 39 |
Vanguard Income Portfolio | 0.2% | 20% | 8.9% | 62 of 70 |
Vanguard Conservative Income Portfolio | 0.2% | 0% | 4.9% | 10 of 70 |
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 |
---|---|---|---|---|
Vanguard Total Stock Market Index Portfolio | 0.18% | 100% | 20.73% | 48 of 235 |
Vanguard Interest Accumulation Portfolio | 0.19% | 0% | 2.04% | 20 of 68 |
Vanguard Total Bond Market Index Portfolio | 0.2% | 0% | 7.51% | 32 of 70 |
Vanguard Total International Stock Index Portfolio | 0.23% | 100% | 11.09% | 214 of 235 |
Vanguard Total International Bond Index Portfolio | 0.23% | 0% | 4.44% | 5 of 70 |
DFA U.S. Core Equity 1 Portfolio | 0.33% | 100% | 16.28% | 103 of 235 |
DFA U.S. Small Cap Portfolio | 0.51% | 100% | 11.03% | 190 of 235 |
DFA International Core Equity Portfolio | 0.44% | 100% | 7.55% | 230 of 235 |
DFA U.S. Large Cap Value Portfolio | 0.42% | 100% | -0.7% | 181 of 235 |
DFA Two-Year Global Fixed Income Portfolio | 0.33% | 0% | 0.66% | 6 of 70 |
Use the form below to filter through the investment options in this plan
Child age
Max Expense Ratio:2.5%
0