The investment menu in Ohio's 529 Plan, CollegeAdvantage, features 2 age-based options and 5 risk-based options using Vanguard funds, 13 static investment options using Vanguard and DFA funds, and 2 types of FDIC-insured deposit accounts through Fifth Third Bank, National Association. Accounts can be linked to the Upromise rewards service.
- Program typeSavings
- Inception2000
- State agencyOhio Tuition Trust Authority, an office within the Ohio Department of Higher Education
- Tax deduction
- Program ManagerOhio Tuition Trust Authority
- Program distributorOhio Tuition Trust Authority
Investment Options
Investors in Ohio's 529 Plan, CollegeAdvantage 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 |
|---|---|---|---|
| 2036 Portfolio | 0.29% | 69% | 23.33% |
| 2034 Portfolio | 0.29% | 61% | 21.78% |
| 2032 Portfolio | 0.29% | 53% | 20.12% |
| 2030 Portfolio | 0.28% | 44% | 18.19% |
| 2028 Portfolio | 0.26% | 35% | 15.84% |
| 2026 Portfolio | 0.24% | 26.01% | 12.84% |
| Graduate Portfolio | 0.21% | 4% | 8.43% |
| 2038 Portfolio | 0.29% | 77% | 24.61% |
| 2040 Portfolio | 0.29% | 85% | 26.18% |
| 2040 / 2041 | 0.17% | 95% | 29.84% |
| 2038 / 2039 | 0.17% | 94% | 28.29% |
| 2036 / 2037 | 0.16% | 86% | 26.55% |
| 2034 / 2035 | 0.16% | 75.5% | 24.05% |
| 2032 / 2033 | 0.16% | 63.5% | 22.04% |
| 2030 / 2031 | 0.16% | 54% | 20.28% |
| 2028 / 2029 | 0.16% | 44.82% | 16.22% |
| 2026 / 2027 | 0.16% | 29.14% | 13.04% |
| 2024 / 2025 | 0.15% | 20.78% | 11.18% |
| 2022 / 2023 | 0.15% | 16.91% | 9.38% |
| Commencement Portfolio | 0.15% | 11.6% | 8.28% |
| 2042 Portfolio | 0.29% | 85% | 27.26% |
| 2042 / 2043 | 0.17% | 95% | N/A |
| 2044 Portfolio | 0.29% | N/A | N/A |
