The Ohio BlackRock CollegeAdvantage 529 Plan is an advisor-sold 529 savings program offering seven target date investment options, three target-risk options, and 24 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.
- Program typeSavings
- Inception2009
- State agencyOhio Tuition Trust Authority, an office within the Ohio Department of Higher Education
- Tax deduction
- Program ManagerBlackRock Advisors, LLC
- Program distributorBlackRock Investments, LLC
Investment Options
Investors in BlackRock CollegeAdvantage Advisor 529 Savings Plan can select from the following investment options. Click on a portfolio name for more information.
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.
| Portfolio | E.R. | % Equity | 1YR Performance |
|---|---|---|---|
| BlackRock College Enrollment Option | 0.64% | 12.5% | 6.71% |
| BlackRock College 2024 Option | 0.69% | 35.9% | 7.29% |
| BlackRock College 2027 Option | 0.71% | 55.2% | 10.33% |
| BlackRock College 2032 Option | 0.71% | 68.4% | 14.06% |
| BlackRock College 2035 Option | 0.71% | 77.5% | 15.62% |
| BlackRock College 2038 Option | 0.69% | 87.7% | 17.54% |
| BlackRock College 2041 Option | 0.69% | 90.1% | 19.04% |
