Join Upromise Today

Earn cash back rewards on things you do every day with Upromise. Your Upromise account can link to any 529 plan to help you save more money. Join now for free.

Ohio's 529 Plan, CollegeAdvantage

This is a Top 10 Plan

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.

Fee Score

4.5 / 5


3.5 / 5
  • Program type
  • Inception
  • State agency
    Ohio Tuition Trust Authority, an office within the Ohio Department of Higher Education
  • Tax deduction
  • Program Manager
    Ohio Tuition Trust Authority
  • Program distributor
    Ohio 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.

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 Performance
2036 Portfolio0.27%69%16.27%
2034 Portfolio0.28%61%15.17%
2032 Portfolio0.28%53%13.88%
2030 Portfolio0.29%44%12.74%
2028 Portfolio0.29%35%11.19%
2026 Portfolio0.28%26.01%9.12%
2024 Portfolio0.26%15.51%6.98%
Graduate Portfolio0.22%4%5.91%
2038 Portfolio0.27%77%17.47%
2040 Portfolio0.27%85%18.67%
2040 / 20410.16%95%20.87%
2038 / 20390.16%94%20.21%
2036 / 20370.16%86%18.98%
2034 / 20350.16%75.5%17.06%
2032 / 20330.16%63.5%15.41%
2030 / 20310.16%54%14.22%
2028 / 20290.16%44.82%11.72%
2026 / 20270.16%29.14%9.39%
2024 / 20250.16%20.78%7.93%
2022 / 20230.16%16.91%6.86%
2020 / 20210.16%13.04%N/A
Commencement Portfolio0.16%11.6%5.88%
2042 Portfolio0.27%85%19.01%
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
A good place to start:
A good place to start:
See the best 529 plans, personalized for you
See the best 529 plans, personalized for you
Get Started