General Information

CollegeAccess 529 (Direct-sold) logo

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 Ratingx

Fee Scorex

4.5 of 5

Performancex

1.5 of 5
enroll now
862 clicked to enroll

  • Program typeSavings
  • Inception2002
  • State agency
    South Dakota Investment Council
  • Tax deduction
  • Program Manager
    Allianz Global Investors Distributors LLC
  • Program distributor
    Allianz Global Investors Distributors LLC
Back to full list of investment options

Age-Based 9 (Ages 17 and Over) (previously Age-Based 18+)


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

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stockx0%0.49%
Foreign Stockx6%0.19%
Real Estatex1%0.03%
Bondx43%29.5%
Short Term Bondx38%14.84%
Cash/MMx12%50.39%


Performance
Category Avg
This Portfolio

This Portfolio
Category Avg


Fees & Expenses (1 Year)
Category Avg
This Portfolio

This Portfolio
Category Avg

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



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 06/30/2019.

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 age and risk profile (represented as a % of equity).