Texas College Savings Plan

Fee Score

Performance

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30,189 Clicked to Enroll

Texas College Savings Plan

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30,189 Clicked to Enroll

The Texas College Savings plan, managed by Orion Advisor Solutions, Inc. (previously known as NorthStar Financial Services Group, LLC) offers two age-based investment options and seven static options using underlying investments managed by Artisan, DFA, Dodge & Cox, Dreyfus, Invesco, T. Rowe Price, TIAA-CREF, and Vanguard.

Fee Score

3 / 5

Performance

3.5 / 5
  • Program type
    Savings
  • Inception
    2002, but substantially changed in November 2007. Orion replaced Oppenheimer as plan 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 Texas College Savings 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
Blended Age Based 0-6 Years Portfolio0.94%90%40.64%34 of 35
Blended Age Based 7-9 Years Portfolio0.89%70%30.95%83 of 92
Blended Age Based 10-11 Years Portfolio0.86%60%26.34%40 of 46
Blended Age Based 12-14 Years Portfolio0.84%50%21.87%119 of 120
Blended Age Based 15-17 Years Portfolio0.77%30%13.63%71 of 78
Blended Age Based 18 Years and Over Portfolio0.71%10%5.11%101 of 122
Index Age Based 0-6 Years Portfolio0.59%90%36.8%21 of 35
Index Age Based 7-9 Years Portfolio0.6%70%28.18%75 of 92
Index Age Based 10-11 Years Portfolio0.6%60%24%32 of 46
Index Age Based 12-14 Years Portfolio0.6%50%19.97%113 of 120
Index Age Based 15-17 Years Portfolio0.61%30%12.64%61 of 78
Index Age Based 18 Years and Over Portfolio0.6%10%4.87%97 of 122
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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