The Montana Family Education Savings Program -- Investment Plan was renamed Achieve Montana with a new suite of investments added in October 2015. Ascensus College Savings continues to serve as program manager for this direct-sold plan. The plan features a year-of-enrollment option, five asset allocation portfolios and three individual fund portfolios including the Capital Preservation Portfolio invested in the New York Life Guaranteed Investment Account. Underlying funds are from Vanguard, DFA, iShares and Schwab. Accounts can be linked to the Upromise rewards service.
- Program typeSavings
- Inception2002, but substantially changed in December 2010 and October 2015.
- State agencyMontana Board of Regents of Higher Education
- Tax deduction
- Program ManagerAscensus College Savings
- Program distributorAscensus College Savings
Capital Preservation Portfolio
|Asset Class||% Assets||Category Avg.|
|Short Term Bond||0%||0%|
Fees & Expenses (1 Year)
Total Expense Ratio
Fees vs Performance
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Each investment portfolio within a 529 plan carries with it a certain fee, known as the expense ratio. These annual fees are calculated based on a percentage of the investment balance. Enter the information below to see how much in fees you will pay over the course of your investment.
Growth of $10,000
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 03/31/2022.
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Each portfolio is assigned to a category of similar portfolios for comparison purposes. Read about our methodology for categorizing portfolios.
Category averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).