The NC 529 Plan features Vanguard funds in its three age-based options and nine individual options, as well as a federally-insured deposit option offered by the State Employees' Credit Union.
- Program typeSavings
- State agencyNorth Carolina State Education Assistance Authority
- Tax deduction
- Program ManagerCollege Foundation, Inc.
- Program distributorCollege Foundation, Inc.
Vanguard Moderate Track (15-16) (12.5% Stock/87.5% Bond)
|Asset Class||% Assets||Category Avg.|
|Short Term Bond||0%||11.37%|
Fees & Expenses (1 Year)
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.
Growth of $10,000
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 12/31/2022.
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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 averages are designed to be a representation of all portfolios with a similar age and risk profile (represented as a % of equity).