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Achieve Montana

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 an FDIC-insured savings option is also available. Accounts can be linked to the Upromise rewards service.


  • Program typeSavings
  • Inception2002, but substantially changed in December 2010 and October 2015.
  • State agency
    Montana Board of Regents of Higher Education
  • Tax deduction
    Tax deduction for single filers $3,000/yr
    Tax deduction for joint filers $6,000/yr
  • Program Manager
    Ascensus College Savings, with The Vanguard Group and Dimensional Fund Advisors LP as investment managers.
  • Program distributor
    Ascensus College Savings
  • Manager contract termUNLOCK PRO
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Income Portfolio


Jump To: Asset Allocation | Performance | Fees & Expenses | Growth of $10,000Print

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stockx0%4.13%
Foreign Stockx0%1.88%
Real Estatex0%0.23%
Bondx25.5%46.34%
Short Term Bondx4.5%19.23%
Cash/MMx70%26.89%


Performance
Category Avg
This Portfolio



Fees & Expenses (1 Year)
Category Avg
This Portfolio

Total Expense Ratiox

Fees vs Performance



Calculate your fee

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.


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Rate of return
Holding period


Growth of $10,000
Category Avg
This Portfolio



Assumptions
Data in "Growth of $10,000" is based on historical annual performance data.

Data as of 06/30/2017.

Disclaimer: The information contained herein: (1) is proprietary to Saving for College LLC and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Saving for College LLC nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Each portfolio is assigned to a category of similar portfolios for comparison purposes. Read about our methodology for categorizing portfolios.


Category average

Category averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).