College SAVE (Advisor)

North Dakota's College SAVE, managed by Ascensus College Savings, offers 9 investment options: three age-based options and six individual portfolios managed by Vanguard. In May 2017, the plan added an advisor-sold share class. Accounts can be linked to the Upromise rewards service. To find a financial advisor in your area, use the Directory of Financial Professionals.

Fee Score

2.5 / 5

Performance

3 / 5
  • Program type
    Savings
  • Inception
    2001 but substantially changed in November 2006; Advisor class units added in 2017
  • State agency
    Bank of North Dakota
  • Tax deduction
  • Program Manager
    Ascensus College Savings
  • Program distributor
    Ascensus College Savings

Investment Options

Investors in College SAVE (Advisor) 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
Conservative
Conservative: Newborn through 4 years (Blended Growth)0.83%62.5%16.09%N/A
Conservative: 5 through 6 years (Moderate Growth)0.83%50%12.34%12 of 26
Conservative: 7 through 8 years (Blended Moderate Growth)0.83%37.5%8.68%N/A
Conservative: 9 through 10 years (Conservative Growth)0.83%25%5.18%1 of 26
Conservative: 11 through 12 years (Conservative)0.83%12.5%1.66%N/A
Conservative: 13 through 14 years (Income)0.83%0%0.07%1 of 27
Conservative: 15 through 16 years (Balanced Income)0.83%0%0.28%N/A
Conservative: 17 through 18 years (Conservative Income)0.83%0%0.57%N/A
Conservative: 19 years or older (Interest Accumulation)0.48%0%1.32%1 of 33
Moderate
Moderate: Newborn through 4 years (Aggressive)0.83%87.5%23.94%N/A
Moderate: 5 through 6 years (Growth)0.83%75%20.03%7 of 20
Moderate: 7 through 8 years (Blended Growth)0.83%62.5%16.09%N/A
Moderate: 9 through 10 years (Moderate Growth)0.83%50%12.34%13 of 26
Moderate: 11 through 12 years (Blended Moderate Growth)0.83%37.5%8.68%N/A
Moderate: 13 through 14 years (Conservative Growth)0.83%25%5.18%8 of 27
Moderate: 15 through 16 years (Conservative)0.83%12.5%1.66%N/A
Moderate: 17 through 18 years (Income)0.83%0%0.07%12 of 33
Moderate: 19 years or older (Income)0.83%0%0.07%11 of 33
Aggressive
Aggressive: Newborn through 4 years (Aggressive Growth)0.83%100%28.04%12 of 17
Aggressive: 5 through 6 years (Aggressive)0.83%87.5%23.94%N/A
Aggressive: 7 through 8 years (Aggressive)0.83%87.5%23.94%N/A
Aggressive: 9 through 10 years (Growth)0.83%75%20.03%8 of 20
Aggressive: 11 through 12 years (Blended Growth)0.83%62.5%16.09%N/A
Aggressive: 13 through 14 years (Moderate Growth)0.83%50%12.34%25 of 38
Aggressive: 15 through 16 years (Blended Moderate Growth)0.83%37.5%8.68%N/A
Aggressive: 17 through 18 years (Conservative Growth)0.83%25%5.18%10 of 31
Aggressive: 19 years or older (Conservative)0.83%12.5%1.66%N/A
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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