General Information

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BlackRock CollegeAdvantage Advisor 529 Savings Plan

The Ohio BlackRock CollegeAdvantage 529 Plan is an advisor-sold 529 savings program offering seven 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.

Our Ratingx

4.5 of 5

Fee Scorex

4.5 of 5
4.5 of 5

Performancex

4 of 5
4 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
Back to full list of investment options

BlackRock College 2020 Option (closed 10/15/20)


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Asset Allocation

Asset Class% AssetsCategory Avg.
US Stockx24.5%23.01%
Foreign Stockx5.21%6.96%
Real Estatex0%1.11%
Bondx38.45%40.66%
Short Term Bondx29.73%17.02%
Cash/MMx2.11%11.24%


Performance
Category Avg
This Portfolio

This Portfolio
Category Avg


Fees & Expenses (1 Year)
Category Avg
This Portfolio

This Portfolio
Category Avg

Total Expense Ratiox

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





Data as of 09/30/2020.

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 age and risk profile (represented as a % of equity).