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CollegeAccess 529 (Advisor-sold)

The South Dakota CollegeAccess 529 advisor-sold only plan offers age-based, static asset allocation, and individual fund portfolio options utilizing a large array of investment managers including Allianz Global Investors U.S., DFA, Dodge & Cox, Dreyfus/The Boston Co., Metropolitan West, Morgan Stanley, PIMCO, TIAA and Voya. To find a financial advisor in your area, use the Directory of Financial Professionals.

Our Ratingx

3 of 5

Fee Scorex

3 of 5

Performancex

1 of 5

  • Program typeSavings
  • Inception2002
  • State agency
    South Dakota Investment Council
  • Tax deduction
    Tax deduction for single filers None
    Tax deduction for joint filers None
  • Program Manager
    Allianz Global Investors Distributors LLC
  • Program distributor
    Allianz Global Investors Distributors LLC
  • Manager contract termUNLOCK PRO

Investors in CollegeAccess 529 (Advisor-sold) 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.

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
Diversified Equity1.03%95%5.79%223 of 308
Diversified Bond1.06%0%-0.09%37 of 98
Ultrashort Bond0.76%0%1.97%13 of 33

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.

PortfolioE.R% Equity1YR PerformanceRank
PIMCO All Asset1.53%0%0.72%1 of 33
PIMCO Real Return1.24%0%-0.33%24 of 98
PIMCO StocksPLUS Absolute Return1.27%40%17.02%1 of 19
AllianzGI NFJ Dividend Value Fund1.14%100%10.87%194 of 308
Dodge and Cox International Stock1.24%100%-5.89%301 of 308
AllianzGI Focused Growth1.21%100%25.56%27 of 308
AllianzGI Best Styles International Equity1.04%100%-0.67%269 of 308
AllianzGI Global Allocation1.31%50%2.35%31 of 37
Metropolitan West Total Return Bond0.98%0%-1.46%64 of 98
PIMCO Income1.13%0%0.35%14 of 98
PIMCO Short Asset Investment0.63%0%1.85%20 of 98
AllianzGI NFJ Small-Cap Value Fund1.39%100%4.14%231 of 308

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

Child age


Max Expense Ratio:2.5%