LoneStar 529 Plan

The program management of Texas' Lonestar 529 Plan was assumed by Orion Advisor Solutions, Inc. (previously known as NorthStar Financial Services Group, LLC) in September 2014. The plan offers an age-based option, two multi-fund portfolios, and 10 individual fund portfolios. To find a financial advisor in your area, use the Directory of Financial Professionals.

Fee Score

2 / 5

Performance

3.5 / 5
  • Program type
    Savings
  • Inception
    2002, but substantially changed in November 2007. Orion replaced Oppenheimer as program manager in September 2014.
  • State agency
    Texas Prepaid Higher Education Tuition Board
  • Tax deduction
  • Program Manager
    Orion Advisor Solutions, Inc.
  • Program distributor
    Northern Lights Distributors, LLC.

Investment Options

Investors in LoneStar 529 Plan 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.

PortfolioE.R.% Equity1YR PerformanceRank
Age Based 0-6 Years Portfolio1.43%90%58.81%19 of 27
Age Based 7-9 Years Portfolio1.36%70%44.83%17 of 21
Age Based 10-11 Years Portfolio1.31%60%37.83%16 of 18
Age Based 12-14 Years Portfolio1.27%50%31.35%34 of 38
Age Based 15-17 Years Portfolio1.15%30%18.48%29 of 31
Age Based 18 Years and Over Portfolio1.02%10%6.87%33 of 33
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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