Join Upromise Today

Earn cash back rewards on things you do every day with Upromise. Your Upromise account can link to any 529 plan to help you save more money. Join now for free.

SSGA Upromise 529 Plan

This is a Top 10 Plan

The SSGA Upromise 529 plan offers a variety of investment options that use SPDR ETFs as the main investment vehicle. The Plan is managed by Ascensus College Savings with State Street Global Advisors as the investment manager. The program features college-date, risk-based and static portfolio options utilizing SPDR ETFs, and a savings portfolio option. Accounts can be linked to the Upromise rewards service.

Fee Score

3.5 / 5


2.5 / 5
  • Program type
  • Inception
  • State agency
    Board of Trustees of the College Savings Plans of Nevada
  • Tax deduction
  • Program Manager
    Ascensus College Savings is program manager and State Street Global Advisors (SSGA) is investment manager except for the Savings Portfolio, which is managed by Sallie Mae Bank.
  • Program distributor
    Ascensus College Savings

Investment Options

Investors in SSGA Upromise 529 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 Performance
SSGA College 2036 Portfolio0.38%80%-17.85%
SSGA College 2039 Portfolio0.39%80%-18.27%
SSGA College 2030 Portfolio0.38%65%-15.14%
SSGA College 2027 Portfolio0.37%50%-12.66%
SSGA College 2024 Portfolio0.37%35.01%-10.08%
SSGA College 2021 Portfolio0.4%10%-4.81%
SSGA College Today Portfolio0.4%0%-3.3%
SSGA College 2033 Portfolio0.38%76.64%-16.61%
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
A good place to start:
A good place to start:
See the best 529 plans, personalized for you
See the best 529 plans, personalized for you
Get Started