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 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 agencyMontana Board of Regents of Higher Education
- Tax deductionTax deduction for single filers $3,000/yrTax deduction for joint filers $6,000/yr
- 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||4.5%||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 06/30/2017.
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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).