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BlackRock CollegeAdvantage Advisor 529 Savings Plan

The Ohio BlackRock CollegeAdvantage 529 Plan is an advisor-sold 529 savings program offering five target date investment options, three target-risk options, and 17 single-fund options featuring BlackRock mutual funds, iShares exchange-traded funds, and other fund families. To find a financial advisor in your area, use the Directory of Financial Professionals.

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4.0 of 5

Fee Scorex

4 of 5


3.5 of 5

  • Program typeSavings
  • Inception2009
  • State agency
    Ohio Tuition Trust Authority, an office within the Ohio Department of Higher Education
  • Tax deduction
  • Program Manager
    BlackRock Advisors, LLC
  • Program distributor
    BlackRock Investments, LLC
  • Manager contract termUNLOCK PRO

Investors in BlackRock CollegeAdvantage Advisor 529 Savings 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% Equity1YR PerformanceRank
BlackRock College Enrollment Option0.65%25.32%N/AN/A
BlackRock College 2020 Option0.77%31.65%N/AN/A
BlackRock College 2024 Option0.72%48.72%N/AN/A
BlackRock College 2027 Option0.73%76.66%N/AN/A
BlackRock College 2032 Option0.75%83.16%N/AN/A
BlackRock College 2035 Option0.76%81.85%N/AN/A
BlackRock College 2038 Option0.76%81.85%N/AN/A

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% Equity1YR PerformanceRank
BlackRock Moderate Portfolio Option0.79%63.96%9.06%7 of 34
BlackRock Growth Portfolio Option0.8%82.70%11.93%141 of 308
BlackRock Aggressive Growth Portfolio Option0.79%99.54%14.09%111 of 308

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% Equity1YR PerformanceRank
BlackRock Capital Appreciation Option1.03%100%29.75%2 of 308
BlackRock Equity Dividend Option1.09%100%10.94%207 of 308
BlackRock Advantage Large Cap Core Option0.86%100%16.84%87 of 308
Voya Small Company Option1.43%100%6.61%162 of 308
BlackRock Advantage International Option1.03%100%1.47%244 of 308
BlackRock Global Allocation Option1.21%60%1.93%34 of 37
BlackRock GNMA Option1.06%0%-1.83%65 of 98
BlackRock High Yield Bond Option1.01%0%3.03%5 of 98
BlackRock Inflation Protected Bond Option0.83%0%-0.16%21 of 98
BlackRock Money Market Option0.55%0%0.97%19 of 26
Wells Fargo Advantage Core Bond Option1.09%0%-2.09%83 of 98
iShares Core S&P 500 ETF Option0.43%100%17.38%106 of 308
iShares Russell 2000 ETF Option0.58%100%14.67%63 of 308
iShares Core MSCI EAFE ETF Option0.47%100%2.23%237 of 308
BlackRock Strategic Income Opportunities Option1.11%0%0.38%23 of 98
BlackRock Multi-Asset Income Option0.96%50%2.18%37 of 37

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

Child age

Max Expense Ratio:2.5%