my529

Fee Score

Performance

This is a Top 10 Plan
This is a Top 10 Plan
enroll now
24,680 Clicked to Enroll

my529

This is a Top 10 Plan
enroll now
24,680 Clicked to Enroll

my529, Utah's 529 college savings plan, offers a Target Enrollment Date option with 12 portfolios, 10 Static or Fixed Income options, and two Customizable options. Underlying funds include Vanguard and Dimensional mutual funds, the PIMCO Interest Income Fund account and FDIC-insured accounts held at Sallie Mae Bank and U.S. Bank. my529 is a direct-sold 529 college savings plan available to residents of any state. my529 offers investment options consisting of Vanguard and Dimensional mutual funds, the PIMCO Interest Income Fund account and FDIC-insured accounts held at Sallie Mae Bank and U.S. Bank. Utah residents may enjoy a state tax credit for contributions to the plan.

Fee Score

4.5 / 5

Performance

4 / 5
  • Program type
    Savings
  • Inception
    1996
  • State agency
    Utah Education Savings Board of Trustees.
  • Tax deduction
  • Program Manager
    Utah Education Savings Board of Trustees.
  • Program distributor
    Not applicable.

80/20 Aggressive

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stock50%49.23%
Foreign Stock30%22.71%
Real Estate0%1.68%
Bond13%24.52%
Short Term Bond0%0.81%
Cash/MM7%1.05%

Performance

Category Avg
This Portfolio
This Portfolio
Category Avg

Fees & Expenses (1 Year)

Category Avg
This Portfolio
This Portfolio
Category Avg

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.

$0

Growth of $10,000

Category Avg
This Portfolio

Assumptions

Data in "Growth of $10,000" is based on historical annual performance data.

Data as of 09/30/2023.

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).

A good place to start:
A good place to start:
See the best 529 plans, personalized for you
See the best 529 plans, personalized for you
Get Started