Putnam 529 for America

Launched in October 2010, Nevada's Putnam 529 for America advisor-sold 529 savings plan offers an age-based option, 3 goal-based options, 10 individual-fund options, and 2 options consisting of the Putnam Absolute Return Funds. The 10 individual-fund options include several non-Putnam mutual funds. To find a financial advisor in your area, use the Directory of Financial Professionals.

Fee Score

4 / 5

Performance

3.5 / 5
  • Program type
    Savings
  • Inception
    2010
  • State agency
    Board of Trustees of the College Savings Plans of Nevada
  • Tax deduction
  • Program Manager
    Putnam Investment Management, LLC
  • Program distributor
    Putnam Retail Management

Investment Options

Investors in Putnam 529 for America 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 - Newborn1.16%85%N/A26 of 27
Age-Based - Age 11.16%85%35.92%27 of 27
Age-Based - Age 21.15%82.8%35.39%25 of 27
Age-Based - Age 31.15%81.2%34.74%24 of 27
Age-Based - Age 41.15%79%34.05%21 of 27
Age-Based - Age 51.14%76%33.08%18 of 21
Age-Based - Age 61.14%73.4%31.91%17 of 20
Age-Based - Age 71.14%70%30.38%19 of 21
Age-Based - Age 81.13%66.2%28.85%18 of 21
Age-Based - Age 91.13%62.1%27.16%14 of 21
Age-Based - Age 101.13%58.8%25.47%23 of 26
Age-Based - Age 111.12%54.5%23.7%12 of 18
Age-Based - Age 121.11%47.7%21.05%28 of 38
Age-Based - Age 131.1%41.4%18.19%16 of 38
Age-Based - Age 141.09%34.8%15.36%21 of 27
Age-Based - Age 151.08%28.5%12.63%16 of 27
Age-Based - Age 161.07%23.7%10.23%28 of 36
Age-Based - Age 171.04%18.3%8.06%15 of 36
Age-Based - Age 181.03%14.1%6.16%5 of 36
Age-Based - Age 191%10.5%4.51%1 of 36
Age-Based - Age 200.98%6.9%3.07%21 of 33
Age-Based - Age 21+0.96%4.5%1.6%16 of 33
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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