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This is a Top 10 Plan

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.

Fee Score

4 / 5

Performance

4 / 5
  • Program type
    Savings
  • Inception
    2002, but substantially changed in November 2006
  • State agency
    Pennsylvania Treasury Department
  • Tax deduction
  • Program Manager
    Pennsylvania Treasury Department, with Ascensus College Savings as record-keeper and servicing agent, and Vanguard as investment manager.
  • Program distributor
    Pennsylvania Treasury Department

Total International Bond Index Portfolio

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stock0%0%
Foreign Stock0%0%
Real Estate0%0%
Bond100%100%
Short Term Bond0%0%
Cash/MM0%0%

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 06/30/2021.

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 average

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

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