General Information

TD Ameritrade 529 College Savings Plan logo

TD Ameritrade 529 College Savings Plan

Nebraska's TD Ameritrade 529 College Savings Plan is very similar to The Nebraska Education Savings Trust, but is offered through discount broker TD Ameritrade at a slightly higher cost than the direct-sold Nebraska plan.

Our Ratingx

4 of 5

Fee Scorex

3 of 5

Performancex

4.5 of 5

  • Program typeSavings
  • Inception2010
  • State agency
    Nebraska State Treasurer
  • Tax deduction
  • Program Manager
    First National Bank of Omaha
  • Program distributor
    First National Capital Markets, Inc.

Investors in TD Ameritrade 529 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 Aggressive 0-20.62%100%N/AN/A
Age-Based Aggressive 9-100.62%75%N/AN/A
Age-Based Aggressive 13-140.62%55%N/AN/A
Age-Based Aggressive 17-180.6%35%N/AN/A
Age-Based Growth 3-50.62%75%N/AN/A
Age-Based Growth 9-100.62%55%N/AN/A
Age-Based Growth 13-140.6%35%N/AN/A
Age-Based Growth 17-180.54%15%N/AN/A
Age-Based Index 3-50.51%55%N/AN/A
Age-Based Index 9-100.52%35%N/AN/A
Age-Based Index 17-180.64%0%N/AN/A
Age-Based Index 19+0.64%0%N/AN/A
Age-Based Aggressive 3-5 (formerly 0-5)0.61%95%5.63%4 of 55
Age-Based Aggressive 6-8 (formerly 6-10)0.62%85%5.68%9 of 53
Age-Based Aggressive 11-12 (formerly 11-14)0.62%65%5.39%8 of 46
Age-Based Aggressive 15-16 (formerly 15-18)0.61%45%4.9%50 of 78
Age-Based Aggressive 19+0.58%25%4.2%6 of 78
Age-Based Growth 0-2 (formerly 0-5)0.62%85%5.68%2 of 35
Age-Based Growth 6-8 (formerly 6-10)0.62%65%5.39%5 of 92
Age-Based Growth 11-12 (formerly 11-14)0.61%45%4.9%13 of 120
Age-Based Growth 15-16 (formerly 15-18)0.58%25%4.2%7 of 78
Age-Based Growth 19+0.56%5%N/AN/A
Age-Based Index 0-2 (formerly 0-5)0.51%65%5.41%16 of 72
Age-Based Index 6-8 (formerly 6-10)0.52%45%4.92%21 of 70
Age-Based Index 11-12 (formerly 11-14)0.53%25%4.25%29 of 78
Age-Based Index 13-14 (formerly 15-18)0.54%15%3.52%33 of 122
Age-Based Index 15-16 (formerly 19+)0.56%5%2.75%74 of 80

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
Balanced Static0.62%55%N/AN/A
All Equity Static0.62%100%N/AN/A
Moderate Growth Static0.62%65%N/AN/A
Conservative Static0.58%25%4.2%4 of 39
Growth Static0.62%85%5.68%78 of 235

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
Vanguard Short-Term Bond Index0.5%0%3.1%9 of 18
Vanguard REIT Index0.56%100%19.44%83 of 235
Tributary Small Company1.45%100%1.45%173 of 235
Vanguard Total Stock Market Index0.48%100%8.28%64 of 235
T. Rowe Price Large Cap Growth1.02%100%13.46%3 of 235
iShares Russell 2000 Growth Index ETF0.7%100%3.44%153 of 235
Vanguard Equity Income0.63%100%7.06%77 of 235
State Street S&P 500 Index0.48%100%9.04%38 of 235
Vanguard Russell 1000 Value Index0.54%100%5.17%127 of 235
Vanguard Extended Market Index0.51%100%4.5%159 of 235
State Street MSCI ACWI Ex-US Index0.55%100%-4.9%222 of 235
Vanguard FTSE Emerging Markets ETF0.6%100%-7.38%223 of 235
Vanguard Total Bond Market Index0.49%0%3.98%45 of 70
MetWest Total Return Bond0.84%0%4.2%26 of 70
DFA World ex-US Government0.66%0%6.98%3 of 70
Goldman Sachs Financial Square Government Money Market0.64%0%1.59%60 of 68
Vanguard Short-Term Inflation-Protected Index0.5%0%1.58%16 of 18

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

Child age


Max Expense Ratio:2.5%