General Information

Nebraska Education Savings Trust -- Advisor College Savings Plan logo

Nebraska Education Savings Trust -- Advisor College Savings Plan

Nebraska Education Savings Trust -- Advisor College Savings Plan changed program managers in December 2010 from Union Bank and Trust Company of Lincoln, Nebraska to First National Bank of Omaha. Plan management returned to Union Bank and Trust Company in 2020. Accounts can be linked to the Upromise rewards service. To find a financial advisor in your area, use the Directory of Financial Professionals.

Our Ratingx

Fee Scorex

5 of 5
5 of 5

Performancex

0 of 5
N/A

  • Program typeSavings
  • Inception2001, but substantially changed December 2010 and December 2020
  • State agency
    Nebraska State Treasurer and Nebraska Investment Council
  • Tax deduction
  • Program Manager
    Union Bank and Trust Company
  • Program distributor
    Northern Trust Securities, Inc

Investors in Nebraska Education Savings Trust -- Advisor College Savings Plan 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%

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.

PortfolioE.R.x% Equity1YR PerformanceRank
Age-Based Growth 19+0.66%5%N/AN/A
Age-Based Aggressive 0-20.65%100%N/AN/A
Age-Based Aggressive 11-120.64%60%N/AN/A
Age-Based Aggressive 13-140.64%50%N/AN/A
Age-Based Aggressive 15-160.62%40%N/AN/A
Age-Based Aggressive 17-180.6%30%N/AN/A
Age-Based Aggressive 19+0.59%20%N/AN/A
Age-Based Aggressive 3-50.66%90%N/AN/A
Age-Based Aggressive 6-80.65%80%N/AN/A
Age-Based Aggressive 9-100.65%70%N/AN/A
Age-Based Moderate 0-20.66%90%N/AN/A
Age-Based Moderate 11-120.64%50%N/AN/A
Age-Based Moderate 13-140.62%40%N/AN/A
Age-Based Moderate 15-160.6%30%N/AN/A
Age-Based Moderate 17-180.59%20%N/AN/A
Age-Based Moderate 19+0.57%10%N/AN/A
Age-Based Moderate 3-50.65%80%N/AN/A
Age-Based Moderate 6-80.65%70%N/AN/A
Age-Based Moderate 9-100.64%60%N/AN/A
Age-Based Conservative 0-20.46%70%N/AN/A
Age-Based Conservative 11-120.46%30%N/AN/A
Age-Based Conservative 13-140.47%20%N/AN/A
Age-Based Conservative 15-160.48%10%N/AN/A
Age-Based Conservative 17-180.25%0%N/AN/A
Age-Based Conservative 19+0.29%0%N/AN/A
Age-Based Conservative 3-50.46%60%N/AN/A
Age-Based Conservative 6-80.46%50%N/AN/A
Age-Based Conservative 9-100.46%40%N/AN/A

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.

PortfolioE.R.x% Equity1YR PerformanceRank
All Equity Static0.65%100%N/AN/A
Balanced Static0.64%50%N/AN/A
Conservative Static0.59%30%N/A2 of 23
Growth Static0.65%80%N/A105 of 321

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.

PortfolioE.R.x% Equity1YR PerformanceRank
State Street Equity 500 Index 5290.44%100%N/AN/A
State Street U.S. Government Money Market 5290.29%0%N/AN/A
PGIM Total Return Bond 5290.81%0%N/AN/A
Northern Small Cap Value 5291.02%100%N/AN/A
Fidelity Total International Index 5290.48%100%N/AN/A
Fidelity U.S. Bond Index 5290.45%0%N/AN/A
Vanguard Explorer 5290.76%100%N/AN/A
T. Rowe Price Large Cap Growth 5290.98%100%N/A5 of 321
Dodge & Cox Stock 5290.94%100%N/A128 of 321
Vanguard REIT ETF 5290.54%100%N/A107 of 321
Vanguard Total Stock Market ETF 5290.45%100%N/A85 of 321
Bank Savings Static0.17%0%N/A28 of 30
SPDR S&P Dividend ETF 5290.77%100%N/A40 of 321
Vanguard Extended Market ETF 5290.48%100%N/A189 of 321
Vanguard FTSE Emerging Markets ETF 5290.52%100%N/A275 of 321
Vanguard Short-Term Bond ETF 5290.47%0%N/A10 of 24
MetWest Total Return Bond 5290.8%0%N/A27 of 102
Vanguard Short-Term Inflation-Protected Securities ETF 5290.47%0%N/A20 of 24
American Funds The Income Fund of America 5290.68%65%N/A7 of 36
DFA World ex-US Government Fixed Income 5290.62%0%N/A2 of 102

Use the form below to filter through the investment options in this plan

Child age


Max Expense Ratio:2.5%