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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

Conservative: Vanguard Blended Conservative Income Portfolio (17-18)

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stock0%0.49%
Foreign Stock0%0.19%
Real Estate0%0.03%
Bond19%29.5%
Short Term Bond6%14.84%
Cash/MM75%50.39%

Performance

Category Avg
This Portfolio
This Portfolio
Category Avg

Fees & Expenses (1 Year)

Category Avg
This Portfolio
This Portfolio
Category Avg

Total Expense Ratio

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 09/30/2021.

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 averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).

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).

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