General Information

CollegeAccess 529 (Advisor-sold) logo

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.

Our Ratingx

3.5 of 5

Fee Scorex

3 of 5
3 of 5


2 of 5
2 of 5

  • Program typeSavings
  • Inception2002
  • State agency
    South Dakota Investment Council
  • Tax deduction
  • Program Manager
    VP Distributors LLC
  • Program distributor
    VP Distributors LLC

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.

PortfolioE.R.x% Equity1YR PerformanceRank
Age-Based 3 (Age 11)1.06%58%10.22%19 of 21
Age-Based 4 (Age 12)1.06%49%9.75%14 of 21
Age-Based 6 (Age 14)1.08%30%7.55%11 of 26
Age-Based 7 (Age 15)1.07%20%6.57%4 of 26
Age-Based 1 (Ages 0-8) (previously Age-Based 0-6)1.02%77%10.67%20 of 21
Age-Based 2 (Ages 9-10) (previously Age-Based 7-10)1.04%68%10.74%20 of 21
Age-Based 5 (Age 13) (previously Age-Based 11-14)1.08%39%8.51%26 of 27
Age-Based 8 (Age 16) (previously Age-Based 15-17)1.05%12%5.41%29 of 36
Age-Based 9 (Ages 17 and Over) (previously Age-Based 18+)1.02%7%4.5%32 of 33

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.x% Equity1YR PerformanceRank
Diversified Equity0.91%97%10.72%236 of 321
Diversified Bond1.11%0%7.23%21 of 102
Ultrashort Bond0.75%0%1.34%2 of 34

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.x% Equity1YR PerformanceRank
Parametric International Equity Fund1.07%100%N/AN/A
PIMCO All Asset1.79%25%7.75%33 of 34
PIMCO Real Return1.13%0%11.38%79 of 102
PIMCO StocksPLUS Absolute Return1.32%60%18.17%23 of 23
Virtus NFJ Dividend Value Portfolio1.25%100%-2.63%208 of 321
Dodge and Cox International Stock1.23%100%1.5%311 of 321
Virtus AllianzGI Focused Growth1.22%100%48.18%96 of 321
Virtus AllianzGI Global Allocation1.31%50%13.44%33 of 37
Metropolitan West Total Return Bond0.98%0%8.51%26 of 102
PIMCO Income1.69%0%5.18%17 of 102
PIMCO Short Asset Investment0.71%0%0.94%3 of 102
Virtus NFJ Small-Cap Value Portfolio1.38%100%-4.93%314 of 321

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

Child age

Max Expense Ratio:2.5%