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.

Franklin Growth Allocation Age 9-10 (formerly 9-12) Years 529 Portfolio

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stock52%41.58%
Foreign Stock25%16.1%
Real Estate0%1.69%
Bond17.25%33.43%
Short Term Bond2%3.15%
Cash/MM3.75%4.03%

Performance

Category Avg
This Portfolio
This Portfolio
Category Avg

Fees & Expenses (1 Year)

Category Avg
This Portfolio
This Portfolio
Category Avg

Total Expense Ratio

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.

$0

Growth of $10,000

Category Avg
This Portfolio

Assumptions

Data in "Growth of $10,000" is based on historical annual performance data.

Data as of 03/31/2021.

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).

Category average
Category averages are designed to be a representation of all portfolios with a similar age and risk profile (represented as a % of equity).

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