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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.

Our Ratingx

4.5 of 5

Fee Scorex

3.5 of 5

Performancex

5 of 5

  • Program typeSavings
  • Inception2010
  • State agency
    Board of Trustees of the College Savings Plans of Nevada
  • Tax deduction
    Tax deduction for single filers None
    Tax deduction for joint filers None
  • Program Manager
    Putnam Investment Management, LLC
  • Program distributor
    Putnam Retail Management
  • Manager contract termUNLOCK PRO

Investors in Putnam 529 for America 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% Equity1YR PerformanceRank
Age-Based - Newborn1.16%85%N/AN/A
Age-Based - Age 11.16%85%10.29%7 of 24
Age-Based - Age 21.15%82.8%10.2%6 of 24
Age-Based - Age 31.15%81.2%10.15%10 of 24
Age-Based - Age 41.15%79%10.05%11 of 24
Age-Based - Age 51.14%76%9.87%1 of 21
Age-Based - Age 61.14%73.4%9.61%7 of 16
Age-Based - Age 71.14%70%9.24%2 of 20
Age-Based - Age 81.13%66.2%8.85%3 of 20
Age-Based - Age 91.13%62.1%8.49%7 of 20
Age-Based - Age 101.13%58.8%8.02%4 of 24
Age-Based - Age 111.11%54.5%7.48%3 of 20
Age-Based - Age 121.10%47.7%6.68%3 of 32
Age-Based - Age 131.09%41.4%5.82%10 of 32
Age-Based - Age 141.09%34.8%4.93%2 of 26
Age-Based - Age 151.08%28.5%4.13%6 of 26
Age-Based - Age 161.06%23.7%3.46%2 of 33
Age-Based - Age 171.04%18.3%2.88%4 of 33
Age-Based - Age 181.03%14.1%2.32%18 of 33
Age-Based - Age 191%10.5%1.93%25 of 33
Age-Based - Age 200.98%6.9%1.58%4 of 33
Age-Based - Age 21+0.96%4.5%1.34%14 of 33

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% Equity1YR PerformanceRank
Putnam 529 Aggressive Growth1.18%100%11.11%151 of 308
Putnam 529 Balanced1.11%60.4%8.25%15 of 34
Putnam 529 Growth1.16%85%10.31%160 of 308

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% Equity1YR PerformanceRank
Putnam 529 MFS Institutional International Equity1.13%100%-10.32%308 of 308
Putnam 529 Principal MidCap1.06%100%12.42%100 of 308
Putnam 529 Small Cap Value1.34%100%7.41%210 of 308
Putnam 529 SSGA S&P 500 Index Fund0.54%100%17.16%113 of 308
Putnam 529 Federated US Government Securities0.98%0%-1.95%24 of 24
Putnam 529 Equity Income1.06%100%13.19%137 of 308
Putnam 529 Income1.02%0%1.24%10 of 98
Putnam 529 Fixed Income Absolute Return Fund0.84%0%3.27%2 of 33
Putnam 529 Multi-Asset Absolute Return Fund1.16%15%-1.2%9 of 33
Putnam 529 Growth Opportunities1.04%100%27.63%25 of 308
Putnam 529 MFS Institutional International Equity Fund1.09%100%16.16%72 of 308
Putnam 529 Government Money Market0.68%0%0.72%N/A
Putnam 529 High Yield1.18%0%2.13%12 of 98

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

Child age


Max Expense Ratio:2.5%