CollegeAccess 529 (Direct-sold)

Fee Score

Performance

This is a Top 10 Plan
This is a Top 10 Plan
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9,911 Clicked to Enroll

CollegeAccess 529 (Direct-sold)

This is a Top 10 Plan
enroll now
9,911 Clicked to Enroll

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.

Fee Score

4.5 / 5

Performance

4.5 / 5
  • 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 (Direct-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.

Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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