my529

Fee Score

Performance

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3,751 Clicked to Enroll
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my529

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3,751 Clicked to Enroll

my529, formerly named Utah Educational Savings Plan (UESP), is a direct-sold 529 college savings plan available to residents of any state. my529 offers investment options consisting of Vanguard and Dimensional funds, the PIMCO Interest Income Fund, an FDIC-insured account option and a Stable Value option. Utah residents may enjoy a state tax credit for contributions to the plan.

Fee Score

5 / 5

Performance

3.5 / 5
  • Program type
    Savings
  • Inception
    1996
  • State agency
    Utah Higher Education Assistance Authority
  • Tax deduction
  • Program Manager
    Utah Higher Education Assistance Authority
  • Program distributor
    Not applicable.

Investment Options

Investors in my529 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
Age-Based Customized: 13-140.5%0%N/AN/A
Age-Based Customized: 150.5%0%N/AN/A
Age-Based Customized: 160.5%0%N/AN/A
Age-Based Customized: 170.5%0%N/AN/A
Age-Based Customized: 180.5%0%N/AN/A
Target Enrollment 2040/410.15%100%N/AN/A
Target Enrollment 2038/390.15%100%N/AN/A
Target Enrollment 2036/370.15%100%N/AN/A
Target Enrollment 2034/350.15%90%N/AN/A
Target Enrollment 2032/330.15%80%N/AN/A
Target Enrollment 2030/310.15%70%N/AN/A
Target Enrollment 2028/290.16%60%N/AN/A
Target Enrollment 2026/270.16%50%N/AN/A
Target Enrollment 2024/250.16%40%N/AN/A
Target Enrollment 2022/230.16%30%N/AN/A
Target Enrollment 2020/210.17%20%N/AN/A
Enrolled0.17%10%N/AN/A
Age-Based Customized: 0-30.5%0%N/AN/A
Age-Based Customized: 4-60.5%0%N/AN/A
Age-Based Customized: 7-90.5%0%N/AN/A
Age-Based Customized: 10-120.5%0%N/AN/A
Age-Based Customized: 19+ or College Enrolled0.5%0%N/AN/A
Conservative
Age-Based Conservative: 13-14 (closed 7/14/21)0.16%20%8.6%15 of 78
Age-Based Conservative: 15 (closed 7/14/21)0.16%10%4.59%9 of 78
Age-Based Conservative: 16 (closed 7/14/21)0.15%0%1.03%1 of 80
Age-Based Conservative: 17 (closed 7/14/21)0.15%0%0.68%12 of 80
Age-Based Conservative: 18 (closed 7/14/21)0.14%0%0.72%3 of 80
Age-Based Conservative: 0-3 (closed 7/14/21)0.16%60%24.62%9 of 72
Age-Based Conservative: 4-6 (closed 7/14/21)0.16%60%24.72%6 of 72
Age-Based Conservative: 7-9 (closed 7/14/21)0.16%45%18.61%20 of 70
Age-Based Conservative: 10-12 (closed 7/14/21)0.17%30%12.66%39 of 78
Age-Based Conservative: 19+ (closed 7/14/21)0.13%0%0.75%2 of 80
Moderate
Age-Based Moderate: 13-14 (closed 7/14/21)0.16%40%16.69%6 of 120
Age-Based Moderate: 15 (closed 7/14/21)0.16%30%12.68%38 of 78
Age-Based Moderate: 16 (closed 7/14/21)0.16%20%11.63%56 of 122
Age-Based Moderate: 17 (closed 7/14/21)0.16%10%4.66%2 of 122
Age-Based Moderate: 18 (closed 7/14/21)0.16%0%0.72%21 of 80
Age-Based Moderate: 0-3 (closed 7/14/21)0.15%80%32.89%47 of 72
Age-Based Moderate: 4-6 (closed 7/14/21)0.15%80%32.92%52 of 72
Age-Based Moderate: 7-9 (closed 7/14/21)0.16%65%26.76%27 of 92
Age-Based Moderate: 10-12 (closed 7/14/21)0.16%50%20.74%57 of 120
Age-Based Moderate: 19+ (closed 7/14/21)0.16%0%0.78%11 of 80
Aggressive
Age-Based Aggressive Domestic: 13-14 (closed 7/14/21)0.15%60%26.19%1 of 46
Age-Based Aggressive Domestic: 15 (closed 7/14/21)0.15%50%21.94%34 of 120
Age-Based Aggressive Domestic: 16 (closed 7/14/21)0.15%40%23.86%5 of 78
Age-Based Aggressive Domestic: 17 (closed 7/14/21)0.15%30%13.38%1 of 78
Age-Based Aggressive Domestic: 18 (closed 7/14/21)0.16%20%9.15%19 of 122
Age-Based Aggressive Global: 13-14 (closed 7/14/21)0.16%60%24.68%9 of 46
Age-Based Aggressive Global: 15 (closed 7/14/21)0.16%50%20.65%73 of 120
Age-Based Aggressive Global: 16 (closed 7/14/21)0.16%40%22.78%44 of 78
Age-Based Aggressive Global: 17 (closed 7/14/21)0.16%30%12.66%13 of 78
Age-Based Aggressive Global: 18 (closed 7/14/21)0.16%20%8.66%39 of 122
Age-Based Aggressive Domestic: 0-3 (closed 7/14/21)0.13%100%44.17%1 of 55
Age-Based Aggressive Domestic: 4-6 (closed 7/14/21)0.13%100%44.17%2 of 55
Age-Based Aggressive Domestic: 7-9 (closed 7/14/21)0.13%85%37.24%1 of 53
Age-Based Aggressive Domestic: 10-12 (closed 7/14/21)0.14%70%30.49%3 of 46
Age-Based Aggressive Domestic: 19+ (closed 7/14/21)0.16%10%4.95%1 of 122
Age-Based Aggressive Global: 0-3 (closed 7/14/21)0.14%100%41.5%25 of 55
Age-Based Aggressive Global: 4-6 (closed 7/14/21)0.14%100%41.49%24 of 55
Age-Based Aggressive Global: 7-9 (closed 7/14/21)0.15%85%35.04%35 of 53
Age-Based Aggressive Global: 10-12 (closed 7/14/21)0.15%70%28.7%34 of 46
Age-Based Aggressive Global: 19+ (closed 7/14/21)0.16%10%4.73%3 of 122
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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