General InformationDownload PDF Report
Lonestar 529 Plan
The program management of Texas' Lonestar 529 Plan was assumed by 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.
- Program typeSavings
- Inception2002, but substantially changed in November 2007. NorthStar replaced Oppenheimer as program manager in September 2014.
- State agencyTexas Prepaid Higher Education Tuition Board
- Tax deductionTax deduction for single filers NoneTax deduction for joint filers None
- Program ManagerNorthStar Financial Services Group, LLC
- Program distributorNorthern Lights Distributors, LLC.
- Manager contract termUNLOCK PRO
Age Based 18 Years and Over Portfolio
|Asset Class||% Assets||Category Avg.|
|Short Term Bondix||0%||24.31%|
PerformanceCategory AvgThis Portfolio
Fees & Expenses (1 Year)Category AvgThis Portfolio
Total Expense Ratioix
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.
Growth of $10,000Category AvgThis Portfolio
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 09/30/2018.
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 averages are designed to be a representation of all portfolios with a similar age and risk profile (represented as a % of equity).