The USAA 529 Education Savings Plan, offered by Victory Capital and administered by Nevada, is available to residents of any state, features age-based and static portfolio options and can be linked to the Upromise rewards service. Additionally, Victory Capital offers access to U.S.-based investment specialists at no additional cost and potential bonus opportunities.
- Program typeSavings
- Inception2002
- State agencyBoard of Trustees of the College Savings Plans of Nevada
- Tax deduction
- Program ManagerAscensus College Savings
- Program distributorVictory Capital Services, Inc.
Investment Options
Investors in USAA 529 Education Savings Plan can select from the following investment options. Click on a portfolio name for more information.
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. | %Â Equity | 1YR Performance |
|---|---|---|---|
| Aggressive Growth (3-4 Years) | 0.88% | 86% | 16.19% |
| Growth (5-6 Years) | 0.85% | 76% | 14.94% |
| Moderately Aggressive (7-8 Years) | 0.82% | 66% | 13.66% |
| Moderate (9-11 Years) | 0.79% | 56% | 12.41% |
| Conservative (14-15 Years) | 0.71% | 36% | 9.96% |
| In College (18+ Years) | 0.59% | 16% | 7.74% |
| Very Aggressive Growth (0-2 Years) | 0.9% | 96% | 17.52% |
| Moderately Conservative (12-13 Years) | 0.76% | 46% | 11.13% |
| Very Conservative (16-17 Years) | 0.65% | 26% | 9% |
