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 enrollment year option, three risk-based portfolios, and 20 individual asset class portfolios. To find a financial advisor in your area, use the Directory of Financial Professionals.
- Program typeSavings
- Inception2002, but substantially changed in November 2007. Orion replaced Oppenheimer as program manager in September 2014.
- State agencyTexas Prepaid Higher Education Tuition Board
- Tax deduction
- Program ManagerOrion Advisor Solutions, Inc.
- Program distributorNorthern Lights Distributors, LLC.
Small-Cap Portfolio
Asset Allocation
| Asset Class | % Assets | Category Avg. |
|---|---|---|
| US Stock | 100% | 70.25% |
| Foreign Stock | 0% | 24.69% |
| Real Estate | 0% | 4.46% |
| Bond | 0% | 0.55% |
| Short Term Bond | 0% | 0% |
| Cash/MM | 0% | 0.01% |
Performance
Fees & Expenses (1 Year)
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.
Growth of $10,000
Assumptions
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 06/30/2024.
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).