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 / 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.

Large Cap Growth Portfolio

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stock100%71.18%
Foreign Stock0%23.8%
Real Estate0%4.2%
Bond0%0.79%
Short Term Bond0%0.02%
Cash/MM0%0.01%

Performance

Category Avg
This Portfolio
This Portfolio
Category Avg

Fees & Expenses (1 Year)

Category Avg
This Portfolio
This Portfolio
Category Avg

Total Expense Ratio

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 06/30/2021.

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 risk profile (represented as a % of equity).

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