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Ohio’s 529 Plan, CollegeAdvantage logo

Ohio’s 529 Plan, CollegeAdvantage

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. Accounts can be linked to the Upromise rewards service.


  • Program typeSavings
  • Inception2000
  • State agency
    Ohio Tuition Trust Authority, an office within the Ohio Department of Higher Education
  • Tax deduction
    Tax deduction for single filers $4,000/yr
    Tax deduction for joint filers $4,000/yr
  • Program Manager
    Ohio Tuition Trust Authority
  • Program distributor
    Ohio Tuition Trust Authority
  • Manager contract termUNLOCK PRO

Investors in Ohio’s 529 Plan, CollegeAdvantage can select from the following investment options. Click on a portfolio name for more information.

Use the form below to filter through the investment options in this plan

Child age


Max Expense Ratio:2.5%

Age Based Investment Options

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 Portfolio0.31%80%N/AN/A
2034 Portfolio0.31%72%N/AN/A
2032 Portfolio0.32%64%N/AN/A
2030 Portfolio0.32%56%N/AN/A
2028 Portfolio0.32%48%N/AN/A
2026 Portfolio0.33%40%N/AN/A
2024 Portfolio0.33%31.00%N/AN/A
2022 Portfolio0.32%22%N/AN/A
2020 Portfolio0.30%13.00%N/AN/A
Graduate Portfolio0.29%4%N/AN/A
2038 Portfolio0.31%80%N/AN/A
Conservative
Conservative: Vanguard Blended Growth Portfolio (Newborn through 4)0.19%62.5%N/AN/A
Conservative: Vanguard Moderate Growth Portfolio (5-6)0.19%50%5.3%15 of 56
Conservative: Vanguard Blended Moderate Growth Portfolio (7-8)0.19%37.5%N/AN/A
Conservative: Vanguard Conservative Growth Portfolio (9-10)0.19%25%2.42%49 of 56
Conservative: Vanguard Blended Conservative Portfolio (11-12)0.19%12.5%N/AN/A
Conservative: Vanguard Income Portfolio (13-14)0.21%0%0.44%56 of 62
Conservative: Vanguard Blended Income Portfolio (15-16)0.23%0%N/AN/A
Conservative: Vanguard Blended Conservative Income Portfolio (17-18)0.25%0%N/AN/A
Conservative: Vanguard Money Market Portfolio (19+)0.27%0%1.29%25 of 81
Moderate
Moderate: Vanguard Blended Aggressive Growth Portfolio (0-4)0.19%87.5%N/AN/A
Moderate: Vanguard Growth Portfolio (5-6)0.19%75%8.05%40 of 57
Moderate: Vanguard Blended Growth Portfolio (7-8)0.19%62.5%N/AN/A
Moderate: Vanguard Moderate Growth Portfolio (9-10)0.19%50%5.3%16 of 56
Moderate: Vanguard Blended Moderate Growth Portfolio (11-12)0.19%37.5%N/AN/A
Moderate: Vanguard Conservative Growth Portfolio (13-14)0.19%25%2.42%20 of 62
Moderate: Vanguard Blended Conservative Portfolio (15-16)0.19%12.5%N/AN/A
Moderate: Vanguard Income Portfolio (17-18)0.21%0%0.44%39 of 81
Moderate: Vanguard Income Portfolio (19+)0.21%0%0.44%38 of 81
Aggressive
Aggressive: Vanguard Aggressive Growth Index Portfolio (Newborn through 4)0.2%100%10.87%27 of 53
Aggressive: Vanguard Blended Aggressive Growth Portfolio (5-6)0.19%87.5%N/AN/A
Aggressive: Vanguard Blended Aggressive Growth Portfolio (7-8)0.19%87.5%N/AN/A
Aggressive: Vanguard Growth Portfolio (9-10)0.19%75%8.05%41 of 57
Aggressive: Vanguard Blended Growth Portfolio (11-12)0.19%62.5%N/AN/A
Aggressive: Vanguard Moderate Growth Portfolio (13-14)0.19%50%5.3%14 of 100
Aggressive: Vanguard Blended Moderate Growth Portfolio (15-16)0.19%37.5%N/AN/A
Aggressive: Vanguard Conservative Growth Portfolio (17-18)0.19%25%2.42%50 of 80
Aggressive: Vanguard Blended Conservative Portfolio (19+)0.19%12.5%N/AN/A

Static Investment Options

This refers to an investment option that is not programmed to change over time. The individual fund portfolio and multi-fund portfolio described below are static options. So are many portfolios that do not use mutual funds, such as stable-value options, guaranteed options, CD options, etc.

PortfolioE.R% Equity1YR PerformanceRank
Vanguard Aggressive Growth Index Portfolio0.2%100%10.87%130 of 228
Vanguard Growth Index Portfolio0.19%75%8.05%24 of 52
Vanguard Moderate Growth Index Portfolio0.19%50%5.3%33 of 52
Vanguard Conservative Growth Index Portfolio0.19%25%2.42%24 of 38
Vanguard Income Portfolio0.21%0%0.44%34 of 68

Individual Investment Options

Sometimes called a single-fund option, this is a portfolio invested in a single mutual fund. Often the name of the 529 portfolio is very similar to the name of the underlying mutual fund. A large number of broker-sold 529s offer an extensive line-up of individual fund options, while a smaller number of direct-sold 529s offer them.

Use the form below to filter through the investment options in this plan

Child age


Max Expense Ratio:2.5%