State Farm 529 Savings Plan

Nebraska's State Farm 529 Savings Plan utilizes Vanguard, State Street, DFA and iShares funds in its age-based and static portfolios. Union Bank and Trust Company serves as program manager, succeeding First National Bank and Oppenheimer/OFI. To find a financial advisor in your area, use the Directory of Financial Professionals.

Fee Score

5 / 5

Performance

2.5 / 5
  • Program type
    Savings
  • Inception
    2003
  • State agency
    Nebraska State Treasurer
  • Tax deduction
  • Program Manager
    Union Bank and Trust Company
  • Program distributor
    Northern Trust Securities, Inc

Investment Options

Investors in State Farm 529 Savings Plan can select from the following investment options. Click on a portfolio name for more information.

Age Based Investment Optionsaccordion open icon

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.% Equity1YR PerformanceRank
Age-Based Newborn to 2 years old0.47%100%40.72%N/A
Age-Based 3-5 years old0.47%95%38.39%N/A
Age-Based 6-8 years old0.47%85%33.4%N/A
Age-Based 9-10 years old0.47%75%28.86%N/A
Age-Based 11-12 years old0.47%65%24.59%N/A
Age-Based 13-14 years old0.48%45%20.33%N/A
Age-Based 15-16 years old0.49%55%16.3%N/A
Age-Based 17-18 years old0.49%35%12.48%N/A
Age-Based 19 years and older0.5%25%8.75%N/A
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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