General Information

TD Ameritrade 529 College Savings Plan logo

TD Ameritrade 529 College Savings Plan

Nebraska's TD Ameritrade 529 College Savings Plan is offered through discount broker TD Ameritrade. The plan offers two age-based and two static options including ESG funds, and 17 individual fund options.

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  • Program typeSavings
  • Inception2010
  • State agency
    Nebraska State Treasurer
  • Tax deduction
  • Program Manager
    Union Bank and Trust Company
  • Program distributor
    Union Bank and Trust Company

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 Core 0-20.33%95%N/AN/A
Age-Based Core 3-50.33%85%N/AN/A
Age-Based Core 6-80.33%75%N/AN/A
Age-Based Core 9-100.34%65%N/AN/A
Age-Based Core 11-120.34%55%N/AN/A
Age-Based Core 13-140.35%45%N/AN/A
Age-Based Core 15-160.36%35%N/AN/A
Age-Based Core 17-180.36%25%N/AN/A
Age-Based Core 19+0.38%15%N/AN/A
Age-Based Socially Aware 0-20.47%95%N/AN/A
Age-Based Socially Aware 3-50.45%85%N/AN/A
Age-Based Socially Aware 6-80.44%75%N/AN/A
Age-Based Socially Aware 9-100.43%65%N/AN/A
Age-Based Socially Aware 11-120.43%55%N/AN/A
Age-Based Socially Aware 13-140.42%45%N/AN/A
Age-Based Socially Aware 15-160.41%35%N/AN/A
Age-Based Socially Aware 17-180.4%25%N/AN/A
Age-Based Socially Aware 19+0.4%15%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
Core Aggressive0.34%84%N/AN/A
Core Growth0.34%68%N/AN/A
Core Moderate Growth0.34%47%N/AN/A
Core Moderate0.35%36%N/AN/A
Core Conservative0.34%21%N/AN/A
Socially Aware Aggressive0.6%84%N/AN/A
Socially Aware Growth0.44%68%N/AN/A
Socially Aware Moderate Growth0.41%47%N/AN/A
Socially Aware Moderate0.4%36%N/AN/A
Socially Aware Conservative0.37%21%N/AN/A

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
iShares Core S&P Small Cap ETF0.26%100%N/AN/A
Vanguard Emerging Markets Stock Index0.29%100%N/AN/A
Vanguard Russell 2000 Growth Index0.27%100%N/AN/A
Vanguard Short-Term Bond Index0.23%0%N/A9 of 18
Vanguard REIT Index0.29%100%N/A83 of 235
Vanguard Total Stock Market Index0.21%100%N/A64 of 235
T. Rowe Price Large Cap Growth0.75%100%N/A3 of 235
Vanguard Equity Income0.37%100%N/A77 of 235
State Street S&P 500 Index0.21%100%N/A38 of 235
Vanguard Russell 1000 Value Index0.26%100%N/A127 of 235
Vanguard Extended Market Index0.23%100%N/A159 of 235
State Street MSCI ACWI Ex-US Index0.28%100%N/A222 of 235
Vanguard Total Bond Market Index0.22%0%N/A45 of 70
MetWest Total Return Bond0.57%0%N/A26 of 70
DFA World ex-US Government0.39%0%N/A3 of 70
Goldman Sachs Financial Square Government Money Market0.37%0%N/A60 of 68
Vanguard Short-Term Inflation-Protected Index0.23%0%N/A16 of 18

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

Child age

Max Expense Ratio:2.5%