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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.
- Program typeSavings
- State agencyBoard of Trustees of the College Savings Plans of Nevada
- Tax deductionTax deduction for single filers NoneTax deduction for joint filers None
- 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
- Manager contract termUNLOCK PRO
SSGA Aggressive Portfolio
|Asset Class||% Assets||Category Avg.|
|Short Term Bondix||0%||0.01%|
PerformanceCategory AvgThis Portfolio
Fees & Expenses (1 Year)Category AvgThis Portfolio
Total Expense Ratioix
Fees vs Performance
Calculate your fee
Each investment portfolio within a 529 plan carries with it a certain fee, known as the expense ratio. These annual fees are calculated based on a percentage of the investment balance. Enter the information below to see how much in fees you will pay over the course of your investment.
Growth of $10,000Category AvgThis Portfolio
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 06/30/2017.
Disclaimer: The information contained herein: (1) is proprietary to Saving for College LLC and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Saving for College LLC nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
Each portfolio is assigned to a category of similar portfolios for comparison purposes. Read about our methodology for categorizing portfolios.
Category averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).