Franklin Templeton 529 College Savings Plan

New Jersey Franklin Templeton 529 College Savings Plan is an advisor-sold 529 savings program managed by Franklin Templeton featuring age-based and static portfolio options utilizing mutual funds and/or ETFs along with a money market option. To find a financial advisor in your area, use the Directory of Financial Professionals.

Fee Score

4 / 5

Performance

2 / 5
  • Program type
    Savings
  • Inception
    2003
  • State agency
    New Jersey Higher Education Student Assistance Authority (HESAA)
  • Tax deduction
  • Program Manager
    Franklin Distributors, Inc.
  • Program distributor
    Franklin Distributors, Inc.

Investment Options

Investors in Franklin Templeton 529 College Savings 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 PerformanceRank
Franklin Conservative Allocation Age 5-8 Years 529 Portfolio0.86%39.5%13.27%N/A
Franklin Conservative Allocation Age 11-12 Years 529 Portfolio0.82%14.5%4.32%N/A
Franklin Conservative Allocation Age 15-16 Years 529 Portfolio0.82%0%-0.29%N/A
Franklin Conservative Allocation Age 19+ Years 529 Portfolio0.83%0%-0.29%N/A
Franklin Growth Allocation Age 5-8 Years 529 Portfolio0.96%89.5%32.79%N/A
Franklin Growth Allocation Age 11-12 Years 529 Portfolio0.91%64.5%22.84%N/A
Franklin Growth Allocation Age 15-16 Years 529 Portfolio0.86%39.5%13.27%N/A
Franklin Growth Allocation Age 19+ Years 529 Portfolio0.82%14.5%4.4%N/A
Franklin Moderate Allocation Age 5-8 Years 529 Portfolio0.89%64.5%22.65%N/A
Franklin Moderate Allocation Age 11-12 Years 529 Portfolio0.86%39.5%13.15%N/A
Franklin Moderate Allocation Age 15-16 Years 529 Portfolio0.82%14.5%4.4%N/A
Franklin Moderate Allocation Age 19+ Years 529 Portfolio0.81%0%-0.38%N/A
Franklin Growth Allocation Age Newborn-4 (formerly 0-8) Years 529 Portfolio0.99%100%37.34%3 of 17
Franklin Growth Allocation Age 9-10 (formerly 9-12) Years 529 Portfolio0.93%77%27.7%11 of 18
Franklin Growth Allocation Age 13-14 (formerly 13-16) Years 529 Portfolio0.89%52%17.9%3 of 18
Franklin Growth Allocation Age 17-18 (formerly 17+) Years 529 Portfolio0.84%27%8.5%8 of 31
Franklin Moderate Allocation Age Newborn-4 (formerly 0-8) Years 529 Portfolio0.93%77%27.57%4 of 21
Franklin Moderate Allocation Age 13-14 (formerly 13-16) Years 529 Portfolio0.84%27%8.5%6 of 27
Franklin Moderate Allocation Age 17-18 (formerly 17+) Years 529 Portfolio0.82%0%-0.39%23 of 33
Franklin Moderate Allocation Age 9-10 (formerly 9-12) Years 529 Portfolio1.05%52%17.84%2 of 18
Franklin Conservative Allocation Age Newborn-4 (formerly 0-8) Years 529 Portfolio0.89%52%17.76%1 of 21
Franklin Conservative Allocation Age 13-14 (formerly 13-16) Years 529 Portfolio0.82%0%-0.39%3 of 27
Franklin Conservative Allocation Age 17-18 (formerly 17+) Years 529 Portfolio0.82%0%-0.28%17 of 33
Franklin Conservative Allocation Age 9-10 (formerly 9-12) Years 529 Portfolio0.84%27%8.44%7 of 27
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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