NC 529 Plan

Fee Score

Performance

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63,706 Clicked to Enroll
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63,706 Clicked to Enroll

North Carolina's NC 529 Plan features Vanguard funds in its age-based and static options, and a federally-insured deposit option through the State Employees Credit Union.

Fee Score

4.5 / 5

Performance

3.5 / 5
  • Program type
    Savings
  • Inception
    2001
  • State agency
    North Carolina State Education Assistance Authority
  • Tax deduction
  • Program Manager
    College Foundation, Inc.
  • Program distributor
    College Foundation, Inc.

Vanguard Moderate Growth Portfolio

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stock30%37.46%
Foreign Stock20%16.17%
Real Estate0%1.42%
Bond50%39.08%
Short Term Bond0%3.34%
Cash/MM0%2.54%

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 09/30/2021.

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 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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