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The Education Plan's College Savings Program

The Education Plan College Savings Program is managed by Ascensus College Savings and features enrollment-based, index and actively managed static portfolios, and individual fund options from a variety of fund families.

Fee Score

5 / 5

Performance

3.5 / 5
  • Program type
    Savings
  • Inception
    2000, but changed substantially in 2019
  • State agency
    Education Trust Board of New Mexico
  • Tax deduction
  • Program Manager
    Ascensus College Savings
  • Program distributor
    Ascensus College Savings

Investment Options

Investors in The Education Plan's College Savings Program 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
2038-2039 Portfolio0.14%90%36.11%N/A
2036-2037 Portfolio0.14%83.33%34.86%N/A
2034-2035 Portfolio0.14%76.67%32.09%N/A
2032-2033 Portfolio0.14%70%29.22%N/A
2030-2031 Portfolio0.14%63.33%26.69%N/A
2028-2029 Portfolio0.14%55%24.21%N/A
2026-2027 Portfolio0.14%45%20.4%N/A
2024-2025 Portfolio0.14%31.67%16.03%N/A
2022-2023 Portfolio0.13%20%11%N/A
2020-2021 Portfolio (closed 8/27/21)0.13%10%5.51%N/A
Enrollment Portfolio0.13%10%4.7%N/A
2040-2041 Portfolio0.14%90%N/AN/A
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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