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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.


  • 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
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AllianzGI Global Allocation


Jump To: Asset Allocation | Performance | Fees & Expenses | Growth of $10,000Print

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stockx0%41.63%
Foreign Stockx50%12.21%
Real Estatex0%0.88%
Bondx50%40.81%
Short Term Bondx0%3.10%
Cash/MMx0%1.33%


Performance
Category Avg
This Portfolio



Fees & Expenses (1 Year)
Category Avg
This Portfolio

Total Expense Ratiox

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

Rate of return
Holding period


Growth of $10,000
Category Avg
This Portfolio



Assumptions
Data in "Growth of $10,000" is based on historical annual performance data.

Data as of 06/30/2017.

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).