Pennsylvania's 529 Investment Plan is available to residents of any state, and offers 15 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
Short-Term Inflation-Protected Securities Index Portfolio
|Asset Class||% Assets||Category Avg.|
|Short Term Bond||100%||100%|
Fees & Expenses (1 Year)
Total Expense Ratio
Fees vs Performance
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Growth of $10,000
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 06/30/2021.