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TNStars College Savings 529 Program
The TNStars College Savings 529 Program is administered by the Tennessee Treasury Department. It features an age-based option, individual investment options with underlying funds from a range of fund companies including Vanguard, DFA, and Primecap, and an interest bearing account option with First Tennessee Bank.
- Program typeSavings
- Inception2012
- State agencyState of Tennessee Department of Treasury and the Baccalaureate Education System Trust Board of Trustees
- Tax deductionTax deduction for single filers NoneTax deduction for joint filers None
- Program ManagerState of Tennessee Department of Treasury
- Program distributorNot applicable.
- Manager contract termUNLOCK PRO
Investors in TNStars College Savings 529 Program 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 0-4 | 0.35% | 100% | 11.26% | 49 of 53 |
| Age-Based 5-10 | 0.35% | 65% | 8.16% | 51 of 65 |
| Age-Based 11-14 | 0.35% | 40% | 3.95% | 71 of 100 |
| Age-Based 15-17 | 0.35% | 20% | 1.70% | 37 of 83 |
| Age-Based 18+ | 0.35% | 0% | -1.41% | 81 of 81 |
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 |
|---|
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 |
|---|---|---|---|---|
| TN Vanguard 500 Index Fund Institutional Shares | 0.35% | 100% | 17.49% | 82 of 228 |
| TN PRIMECAP Odyssey Aggressive Growth Fund | 0.35% | 100% | 30.66% | 4 of 228 |
| TN DFA Large Cap International Portfolio Institutional Class | 0.35% | 100% | 2.96% | 190 of 228 |
| TN DFA Inflation-Protected Securities Portfolio Institutional Class | 0.35% | 0% | -0.26% | 10 of 68 |
| TN Vanguard Total Bond Market Index Fund Institutional Shares | 0.35% | 0% | -1.5% | 47 of 68 |
| TN Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | 0.35% | 0% | -1.55% | 60 of 68 |
| TN Vanguard Intermediate-Term Treasury Fund Admiral Shares | 0.35% | 0% | -2.34% | 64 of 68 |
| TN Vanguard Wellington Fund Admiral Shares | 0.35% | 65% | 8.16% | 50 of 52 |
| TN Vanguard LifeStrategy Conservative Growth Fund | 0.35% | 40% | 3.95% | 10 of 38 |
| TN Vanguard LifeStrategy Income Fund | 0.35% | 20% | 1.70% | 13 of 68 |
| TN DFA US Large Cap Value Fund Investment Option | 0.35% | 100% | 11.26% | 163 of 228 |
| TN DFA US Small Cap Fund Investment Option | 0.35% | 100% | 12.97% | 32 of 228 |
Use the form below to filter through the investment options in this plan