NEXT
General Information
Texas College Savings Plan
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.
Our Ratingix
3.5 of 5
Fee Scoreix
3 of 5
Performanceix
4 of 5
- Program typeSavings
- Inception2002, but substantially changed in November 2007. Orion replaced Oppenheimer as plan manager in September 2014.
- State agencyTexas Prepaid Higher Education Tuition Board
- Tax deduction
- Program ManagerOrion Advisor Solutions, Inc.
- Program distributorNorthern Lights Distributors, LLC
Investors in Texas College Savings Plan can select from the following investment options. Click on a portfolio name for more information.
Use the form below to filter through the investment options in this plan
Child age
Max Expense Ratio:2.5%
Age Based Investment Options
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.
| Portfolio | E.R.ix | %Â Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| Blended Age Based 0-6 Years Portfolio | 0.94% | 90% | 7.79% | 34 of 35 |
| Blended Age Based 7-9 Years Portfolio | 0.89% | 70% | 8.91% | 83 of 92 |
| Blended Age Based 10-11 Years Portfolio | 0.86% | 60% | 8.94% | 40 of 46 |
| Blended Age Based 12-14 Years Portfolio | 0.84% | 50% | 8.94% | 119 of 120 |
| Blended Age Based 15-17 Years Portfolio | 0.77% | 30% | 8.03% | 71 of 78 |
| Blended Age Based 18 Years and Over Portfolio | 0.71% | 10% | 7.24% | 101 of 122 |
| Index Age Based 0-6 Years Portfolio | 0.59% | 90% | 10.61% | 21 of 35 |
| Index Age Based 7-9 Years Portfolio | 0.6% | 70% | 10.52% | 75 of 92 |
| Index Age Based 10-11 Years Portfolio | 0.6% | 60% | 10.29% | 32 of 46 |
| Index Age Based 12-14 Years Portfolio | 0.6% | 50% | 10.28% | 113 of 120 |
| Index Age Based 15-17 Years Portfolio | 0.61% | 30% | 8.75% | 61 of 78 |
| Index Age Based 18 Years and Over Portfolio | 0.6% | 10% | 7.35% | 97 of 122 |
Static Investment Options
This refers to an investment option that is not programmed to change over time. The individual fund portfolio and multi-fund portfolio described below are static options. So are many portfolios that do not use mutual funds, such as stable-value options, guaranteed options, CD options, etc.
| Portfolio | E.R.ix | %Â Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| Blended 100% Equity Portfolio | 0.99% | 100% | 7.9% | 166 of 235 |
| Blended Balanced Portfolio | 0.86% | 60% | 9.47% | 48 of 52 |
| Index 100% Equity Portfolio | 0.59% | 100% | 10.65% | 128 of 235 |
| Index Balanced Portfolio | 0.6% | 60% | 10.12% | 41 of 52 |
Individual Investment Options
Sometimes called a single-fund option, this is a portfolio invested in a single mutual fund. Often the name of the 529 portfolio is very similar to the name of the underlying mutual fund. A large number of broker-sold 529s offer an extensive line-up of individual fund options, while a smaller number of direct-sold 529s offer them.
| Portfolio | E.R.ix | %Â Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| Inflation Protected Bond Portfolio | 0.74% | 0% | 9.93% | 61 of 70 |
| Fixed Income Portfolio | 0.67% | 0% | 6.48% | 47 of 70 |
| U.S. Government Money Market Portfolio | 0.66% | 0% | 0.77% | 32 of 68 |
Use the form below to filter through the investment options in this plan