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General Information
SSGA Upromise 529 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.
Our Ratingix
4.5 of 5
Fee Scoreix
4 of 5
Performanceix
5 of 5
- Program typeSavings
- Inception2002
- State agencyBoard of Trustees of the College Savings Plans of Nevada
- Tax deduction
- Program ManagerAscensus 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 distributorAscensus College Savings
Investors in SSGA Upromise 529 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.
| Portfolio | E.R.ix | % Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| SSGA College 2036 Portfolio | 0.39% | 80% | 11.23% | 69 of 72 |
| SSGA College 2039 Portfolio | 0.4% | 80% | N/A | N/A |
| SSGA College 2030 Portfolio | 0.38% | 65% | 9.52% | 27 of 72 |
| SSGA College 2027 Portfolio | 0.38% | 50% | 7.97% | 48 of 70 |
| SSGA College 2024 Portfolio | 0.38% | 35.01% | 5.34% | 9 of 120 |
| SSGA College 2021 Portfolio | 0.39% | 10% | 3.99% | 8 of 78 |
| SSGA College Today Portfolio | 0.41% | 0% | 1.68% | 25 of 80 |
| SSGA College 2033 Portfolio | 0.38% | 76.64% | 10.16% | 61 of 72 |
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.
| Portfolio | E.R.ix | % Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| SSGA Aggressive Portfolio | 0.39% | 100% | 13.41% | 133 of 235 |
| SSGA Moderate Portfolio | 0.38% | 50% | 9.91% | 24 of 52 |
| SSGA Conservative Portfolio | 0.4% | 0% | 2.92% | 26 of 70 |
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.
Use the form below to filter through the investment options in this plan