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

Age-Based 7 (Age 15)

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stock2%33.16%
Foreign Stock17%14.49%
Real Estate1%1.95%
Bond64%39.94%
Short Term Bond7%7.58%
Cash/MM9%2.88%

Performance

Category Avg
This Portfolio
This Portfolio
Category Avg
New Portfolio

This portfolio does not have at least one full year of performance data

Fees & Expenses (1 Year)

Category Avg
This Portfolio
This Portfolio
Category Avg

Total Expense Ratio

New Portfolio

This portfolio does not have at least one full year of performance data

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 03/31/2021.

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

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

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