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Ohio's 529 Plan, CollegeAdvantage

This is a Top 10 Plan

The investment menu in Ohio's 529 Plan, CollegeAdvantage, features 3 age-based options and 5 risk-based options using Vanguard funds, a college enrollment-based option and 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

5 / 5

Performance

4.5 / 5
  • Program type
    Savings
  • Inception
    2000
  • 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 PerformanceRank
2036 Portfolio0.28%69%31.08%N/A
2034 Portfolio0.29%61%27.46%N/A
2032 Portfolio0.29%53%23.82%N/A
2030 Portfolio0.3%45%20.29%N/A
2028 Portfolio0.3%36.62%16.82%N/A
2026 Portfolio0.3%27.63%13.5%N/A
2024 Portfolio0.28%18.63%9.99%N/A
2022 Portfolio0.25%9.63%6.57%N/A
Graduate Portfolio0.23%4%3.63%N/A
2038 Portfolio0.28%77%34.7%N/A
2040 Portfolio0.28%80%N/AN/A
Conservative
Conservative: Vanguard Blended Growth Portfolio (Newborn through 4)0.17%62.5%24.1%N/A
Conservative: Vanguard Moderate Growth Portfolio (5-6)0.17%50%19.07%46 of 70
Conservative: Vanguard Blended Moderate Growth Portfolio (7-8)0.17%37.5%13.76%N/A
Conservative: Vanguard Conservative Growth Portfolio (9-10)0.17%25%8.87%3 of 70
Conservative: Vanguard Blended Conservative Portfolio (11-12)0.17%12.5%4.15%N/A
Conservative: Vanguard Income Portfolio (13-14)0.17%0%0.93%3 of 78
Conservative: Vanguard Blended Income Portfolio (15-16)0.17%0%0.74%N/A
Conservative: Vanguard Blended Conservative Income Portfolio (17-18)0.17%0%0.47%N/A
Conservative: Vanguard Money Market Portfolio (19+)0.17%0%N/A13 of 80
Moderate
Moderate: Vanguard Blended Aggressive Growth Portfolio (0-4)0.17%87.5%35.06%N/A
Moderate: Vanguard Growth Portfolio (5-6)0.17%75%29.63%14 of 53
Moderate: Vanguard Blended Growth Portfolio (7-8)0.17%62.5%24.1%N/A
Moderate: Vanguard Moderate Growth Portfolio (9-10)0.17%50%19.07%47 of 70
Moderate: Vanguard Blended Moderate Growth Portfolio (11-12)0.17%37.5%13.76%N/A
Moderate: Vanguard Conservative Growth Portfolio (13-14)0.17%25%8.87%35 of 78
Moderate: Vanguard Blended Conservative Portfolio (15-16)0.17%12.5%4.15%N/A
Moderate: Vanguard Income Portfolio (17-18)0.17%0%0.93%36 of 80
Moderate: Vanguard Income Portfolio (19+)0.17%0%0.93%35 of 80
Aggressive
Aggressive: Vanguard Aggressive Growth Index Portfolio (Newborn through 4)0.18%100%41.07%30 of 55
Aggressive: Vanguard Blended Aggressive Growth Portfolio (5-6)0.17%87.5%35.06%N/A
Aggressive: Vanguard Blended Aggressive Growth Portfolio (7-8)0.17%87.5%35.06%N/A
Aggressive: Vanguard Growth Portfolio (9-10)0.17%75%29.63%15 of 53
Aggressive: Vanguard Blended Growth Portfolio (11-12)0.17%62.5%24.1%N/A
Aggressive: Vanguard Moderate Growth Portfolio (13-14)0.17%50%19.07%87 of 120
Aggressive: Vanguard Blended Moderate Growth Portfolio (15-16)0.17%37.5%13.76%N/A
Aggressive: Vanguard Conservative Growth Portfolio (17-18)0.17%25%8.87%11 of 78
Aggressive: Vanguard Blended Conservative Portfolio (19+)0.17%12.5%4.15%N/A
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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