Pennsylvania's 529 Investment Plan is available to residents of any state, and offers 26 Vanguard investment options, including a socially responsible equity portfolio. Pennsylvania residents may enjoy a state tax deduction for contributions to the plan.
- Program typeSavings
- Inception2002, but substantially changed in November 2006
- State agencyPennsylvania Treasury Department
- Tax deduction
- Program ManagerPennsylvania Treasury Department, with Ascensus College Savings as record-keeper and servicing agent, and Vanguard as investment manager.
- Program distributorPennsylvania Treasury Department
Investors in Pennsylvania 529 Investment Plan 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|
|Pennsylvania Commencement Portfolio||0.19%||11.6%||2.81%|
|Pennsylvania Target Enrollment 2038/2039||0.21%||90%||14.75%|
|Pennsylvania Target Enrollment 2036/2037||0.21%||81.5%||13.38%|
|Pennsylvania Target Enrollment 2034/2035||0.21%||69.5%||11.68%|
|Pennsylvania Target Enrollment 2032/2033||0.21%||58%||9.45%|
|Pennsylvania Target Enrollment 2030/2031||0.21%||50%||8.05%|
|Pennsylvania Target Enrollment 2028/2029||0.2%||36.28%||6.1%|
|Pennsylvania Target Enrollment 2026/2027||0.2%||24.52%||4.19%|
|Pennsylvania Target Enrollment 2024/2025||0.2%||18.84%||3.47%|
|Pennsylvania Target Enrollment 2022/2023||0.2%||14.98%||2.99%|
|Pennsylvania Target Enrollment 2020/2021||0.2%||11.6%||2.73%|
|Pennsylvania Target Enrollment 2040/2041||0.21%||95%||15.01%|