General InformationDownload PDF Report
CollegeAccess 529 (Direct-sold)
South Dakota's CollegeAccess 529 (Direct-sold) program is available only to those who meet certain South Dakota residency requirements, this 529 savings program features an age-based option, one fixed income static portfolio and two single fund portfolios.
Our Ratingix
Fee Scoreix
Performanceix
- Program typeSavings
- Inception2002
- State agencySouth Dakota Investment Council
- Tax deductionTax deduction for single filers NoneTax deduction for joint filers None
- Program ManagerAllianz Global Investors Distributors LLC
- Program distributorAllianz Global Investors Distributors LLC
- Manager contract termUNLOCK PRO
Investors in CollegeAccess 529 (Direct-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.
| Portfolio | E.R | % Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| Age-Based 3 (Age 11) | 0.54% | 56% | N/A | N/A |
| Age-Based 4 (Age 12) | 0.53% | 47% | N/A | N/A |
| Age-Based 6 (Age 14) | 0.52% | 29% | N/A | N/A |
| Age-Based 7 (Age 15) | 0.52% | 19.5% | N/A | N/A |
| Age-Based 1 (Ages 0-8) (previously Age-Based 0-6) | 0.51% | 75% | 5.13% | 51 of 63 |
| Age-Based 2 (Ages 9-10) (previously Age-Based 7-10) | 0.54% | 66% | 4.61% | 52 of 65 |
| Age-Based 5 (Age 13) (previously Age-Based 11-14) | 0.52% | 38% | 3% | 66 of 100 |
| Age-Based 8 (Age 16) (previously Age-Based 15-17) | 0.5% | 12% | 1.85% | 13 of 83 |
| Age-Based 9 (Ages 17 and Over) (previously Age-Based 18+) | 0.45% | 7% | 1.54% | 58 of 83 |
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.
| Portfolio | E.R | % Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| Diversified Bond | 0.45% | 0% | 0.48% | 23 of 68 |
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.
| Portfolio | E.R | % Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| PIMCO Real Return | 0.64% | 0% | 0.24% | 7 of 68 |
| PIMCO All Asset | 0.92% | 0% | 1.5% | 1 of 68 |
Use the form below to filter through the investment options in this plan