The TNStars College Savings 529 Program is administered by the Tennessee Treasury Department. It features an age-based option and individual investment options with underlying funds from Vanguard, PrimeCap, DoubleLine, and Western Asset.
- Program typeSavings
- Inception2012
- State agencyState of Tennessee Department of Treasury and the College Savings Trust Fund Program Board of Trustees
- Tax deduction
- Program ManagerState of Tennessee Department of Treasury
- Program distributorNot applicable.
Investment Options
Investors in TNStars College Savings 529 Program can select from the following investment options. Click on a portfolio name for more information.
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 |
|---|---|---|---|
| Age-Based 0-2 | 0.25% | 100% | 16.2% |
| Age-Based 3-4 | 0.25% | 87.5% | 14% |
| Age-Based 5-6 | 0.25% | 75% | 11.84% |
| Age-Based 7-8 | 0.25% | 62.5% | 9.76% |
| Age-Based 9-10 | 0.25% | 50% | 7.44% |
| Age-Based 11-12 | 0.25% | 37.5% | 5.5% |
| Age-Based 13-14 | 0.25% | 25% | 3.53% |
| Age-Based 15-16 | 0.25% | 12.5% | 1.61% |
| Age-Based 17-18 | 0.24% | 5% | 0.71% |
| Age-Based 19+ | 0.24% | 0% | N/A |
