New York's 529 College Savings Program -- Direct Plan

Fee Score

Performance

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309,789 Clicked to Enroll

New York's 529 College Savings Program -- Direct Plan

enroll now
309,789 Clicked to Enroll

New York's direct-sold 529 college savings plan is available to residents of any state. It offers low fees and diverse investment options featuring Vanguard mutual funds. New York residents may enjoy a state tax deduction for contributions to the plan. There is no minimum contribution to start saving with New York's 529 College Savings Program and you can enroll online in minutes.

Fee Score

4.5 / 5

Performance

3 / 5
  • Program type
    Savings
  • Inception
    1998, but substantially changed in November 2003
  • State agency
    Office of the State Comptroller and the New York State Higher Education Services Corporation
  • Tax deduction
  • Program Manager
    Ascensus College Savings
  • Program distributor
    Vanguard Marketing Corporation

Growth Portfolio

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stock45%49.23%
Foreign Stock30%22.71%
Real Estate0%1.68%
Bond25%24.52%
Short Term Bond0%0.81%
Cash/MM0%1.05%

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 12/31/2023.

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 average

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

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