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.
- Program typeSavings
- State agencyUtah Higher Education Assistance Authority
- Tax deduction
- Program ManagerUtah Higher Education Assistance Authority
- Program distributorNot applicable.
Investors in my529 can select from the following investment options. Click on a portfolio name for more information.
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.||% Equity||1YR Performance|
|Age-Based Customized: 13-14||0.49%||0%||N/A|
|Age-Based Customized: 15||0.49%||0%||N/A|
|Age-Based Customized: 16||0.49%||0%||N/A|
|Age-Based Customized: 17||0.49%||0%||N/A|
|Age-Based Customized: 18||0.49%||0%||N/A|
|Target Enrollment 2040/41||0.14%||100%||N/A|
|Target Enrollment 2038/39||0.14%||100%||N/A|
|Target Enrollment 2036/37||0.14%||97.5%||N/A|
|Target Enrollment 2034/35||0.14%||87.5%||N/A|
|Target Enrollment 2032/33||0.14%||77.5%||N/A|
|Target Enrollment 2030/31||0.14%||67.5%||N/A|
|Target Enrollment 2028/29||0.14%||57.5%||N/A|
|Target Enrollment 2026/27||0.14%||47.5%||N/A|
|Target Enrollment 2024/25||0.14%||37.5%||N/A|
|Target Enrollment 2022/23||0.15%||27.5%||N/A|
|Target Enrollment 2020/21||0.15%||17.5%||N/A|
|Age-Based Customized: 0-3||0.49%||0%||N/A|
|Age-Based Customized: 4-6||0.49%||0%||N/A|
|Age-Based Customized: 7-9||0.49%||0%||N/A|
|Age-Based Customized: 10-12||0.49%||0%||N/A|
|Age-Based Customized: 19+ or College Enrolled||0.49%||0%||N/A|