General InformationDownload PDF Report
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. Five investment options are offered featuring Vanguard and DFA funds as underlying investments and the Capital Preservation Portfolio invested in the New York Life Guaranteed Interest Account. 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, with The Vanguard Group and Dimensional Fund Advisors LP as investment managers.
- Program distributorAscensus College Savings
- Manager contract termUNLOCK PRO
|Asset Class||% Assets||Category Avg.|
|Short Term Bondix||0%||19.23%|
PerformanceCategory AvgThis Portfolio
Fees & Expenses (1 Year)Category AvgThis Portfolio
Total Expense Ratioix
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 $10,000Category AvgThis Portfolio
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 12/31/2018.
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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).