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USAA 529 College Savings Plan
Nevada's USAA 529 College Savings Plan is available to the general public and features age-based and static porfolio options utilizing USAA mutual funds. Accounts can be linked to the Upromise rewards service.
- Program typeSavings
- Inception2002
- 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
- Program distributorUSAA Investment Management Company (USAA)
- Manager contract termUNLOCK PRO
Investors in USAA 529 College Savings 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 | % Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| Aggressive Growth (3-4 Years) | 1.01% | 83.5% | 6.56% | 29 of 29 |
| Growth (5-6 Years) | 0.95% | 71% | 5.56% | 57 of 57 |
| Moderately Aggressive (7-8 Years) | 0.90% | 58.5% | 4.55% | 64 of 65 |
| Moderate (9-11 Years) | 0.84% | 46% | 3.58% | 43 of 56 |
| Conservative (14-15 Years) | 0.73% | 21% | 1.65% | 43 of 62 |
| In College (18+ Years) | 0.59% | 0% | 0.77% | 52 of 81 |
| Very Aggressive Growth (0-2 Years) | 1.08% | 100% | 7.85% | 53 of 53 |
| Moderately Conservative (12-13 Years) | 0.79% | 33.5% | 2.57% | 17 of 62 |
| Very Conservative (16-17 Years) | 0.64% | 8.5% | 1.23% | 76 of 83 |
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 | % Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| Aggressive Growth | 1.01% | 83.5% | 6.56% | 184 of 228 |
| Growth | 0.95% | 71% | 5.56% | 48 of 52 |
| Moderately Aggressive | 0.90% | 58.5% | 4.55% | 39 of 52 |
| Moderate | 0.84% | 46% | 3.58% | 50 of 52 |
| Conservative | 0.73% | 21% | 1.65% | 35 of 38 |
| In College | 0.59% | 0% | 0.77% | 39 of 68 |
| Very Aggressive Growth | 1.08% | 100% | 7.85% | 172 of 228 |
| Moderately Conservative | 0.79% | 33.5% | 2.57% | 21 of 38 |
| Very Conservative | 0.64% | 8.5% | 1.23% | 25 of 68 |
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.
| Portfolio | E.R | % Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| Preservation of Capital | 0.38% | 0% | 1.2% | 48 of 66 |
Use the form below to filter through the investment options in this plan