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, AB, American Funds, DFA, Dodge & Cox, Metropolitan West, Morgan Stanley, Parametric, PIMCO and TIAA-CREF. To find a financial advisor in your area, use the Directory of Financial Professionals.

Fee Score

3 / 5

Performance

N/A
  • Program type
    Savings
  • Inception
    2002
  • State agency
    South Dakota Investment Council
  • Tax deduction
  • Program Manager
    VP Distributors LLC
  • Program distributor
    VP Distributors LLC

Investment Options

Investors in CollegeAccess 529 (Advisor-sold) can select from the following investment options. Click on a portfolio name for more information.

Age Based Investment Optionsaccordion open icon

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.

PortfolioE.R.% Equity1YR PerformanceRank
Age-Based 3 (Age 11)1.06%58%N/A19 of 21
Age-Based 4 (Age 12)1.06%49%N/A14 of 21
Age-Based 6 (Age 14)1.08%30%N/A11 of 26
Age-Based 7 (Age 15)1.07%20%N/A4 of 26
Age-Based 1 (Ages 0-8) (previously Age-Based 0-6)1.02%77%N/A20 of 21
Age-Based 2 (Ages 9-10) (previously Age-Based 7-10)1.04%68%N/A20 of 21
Age-Based 5 (Age 13) (previously Age-Based 11-14)1.08%39%N/A26 of 27
Age-Based 8 (Age 16) (previously Age-Based 15-17)1.05%12%N/A29 of 36
Age-Based 9 (Ages 17 and Over) (previously Age-Based 18+)1.02%7%N/A32 of 33
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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