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General Information
my529
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.
Our Ratingix
4.5 of 5
Fee Scoreix
5 of 5
Performanceix
3.5 of 5
- Program typeSavings
- Inception1996
- State agencyUtah Higher Education Assistance Authority
- Tax deduction
- Program ManagerUtah Higher Education Assistance Authority
- Program distributorNot applicable.
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Age-Based Conservative: 0-3
Jump To: Asset Allocation | Performance | Fees & Expenses | Growth of $10,000Print
Asset Allocation
| Asset Class | % Assets | Category Avg. |
|---|---|---|
| US Stockix | 39% | 42.98% |
| Foreign Stockix | 21% | 20.99% |
| Real Estateix | 0% | 2.79% |
| Bondix | 20% | 26.64% |
| Short Term Bondix | 0% | 2.77% |
| Cash/MMix | 20% | 1.6% |
PerformanceCategory AvgThis Portfolio
This PortfolioCategory Avg
Fees & Expenses (1 Year)Category AvgThis Portfolio
This PortfolioCategory Avg
Total Expense Ratioix
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 $10,000Category AvgThis Portfolio
Assumptions
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 03/31/2021.
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 age and risk profile (represented as a % of equity).