General Information

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Morgan Stanley National Advisory 529 Plan

The North Carolina State Education Assistance Authority (NCSEAA) contracts with Morgan Stanley Smith Barney LLC as the manager of The Morgan Stanley National Advisory 529 Plan. The plan is offered exclusively to clients participating in Morgan Stanley sponsored investment advisory programs. Account owners may invest in one of thirteen investment options comprising several MS 529 funds that invest in Morgan Stanley Pathway Funds. To find a financial advisor in your area, use the Directory of Financial Professionals.


  • Program typeSavings
  • Inception2020
  • State agency
    North Carolina State Education Assistance Authority
  • Tax deduction
  • Program Manager
    Morgan Stanley Smith Barney LLC
  • Program distributor
    Morgan Stanley Smith Barney LLC

Investors in Morgan Stanley National Advisory 529 Plan can select from the following investment options. Click on a portfolio name for more information.

Use the form below to filter through the investment options in this plan

Child age


Max Expense Ratio:2.5%

Age Based Investment Options

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.x% Equity1YR PerformanceRank
Sorry. No investment options found with an expense ratio lower than 2.5%

Static Investment Options

This refers to an investment option that is not programmed to change over time. The individual fund portfolio and multi-fund portfolio described below are static options. So are many portfolios that do not use mutual funds, such as stable-value options, guaranteed options, CD options, etc.

PortfolioE.R.x% Equity1YR PerformanceRank
MS 529 Conservative Fixed Income0.81%0%N/AN/A
MS 529 Tactical Wealth Conservation0.81%0%N/AN/A
MS 529 Tactical Income0.8%0%N/AN/A
MS 529 Tactical Balanced Growth0.79%0%N/AN/A
MS 529 Tactical Market Growth0.78%0%N/AN/A
MS 529 Tactical Opportunistic Growth0.77%0%N/AN/A
MS 529 U.S. Focused Wealth Conservation0.8%0%N/AN/A
MS 529 U.S. Focused Income0.8%0%N/AN/A
MS 529 U.S. Focused Balanced Growth0.77%0%N/AN/A
MS 529 U.S. Focused Market Growth0.75%0%N/AN/A
MS 529 U.S. Focused Opportunistic Growth0.74%0%N/AN/A
MS 529 Tactical Equity0.72%0%N/AN/A
MS 529 U.S. Focused Equity0.69%0%N/AN/A

Individual Investment Options

Sometimes called a single-fund option, this is a portfolio invested in a single mutual fund. Often the name of the 529 portfolio is very similar to the name of the underlying mutual fund. A large number of broker-sold 529s offer an extensive line-up of individual fund options, while a smaller number of direct-sold 529s offer them.

PortfolioE.R.x% Equity1YR PerformanceRank
Sorry. No investment options found with an expense ratio lower than 2.5%

Use the form below to filter through the investment options in this plan

Child age


Max Expense Ratio:2.5%