General Information

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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 and an FDIC-insured account option. Utah residents may enjoy a state tax credit for contributions to the plan.

Our Ratingx

4.5 of 5

Fee Scorex

5 of 5
5 of 5

Performancex

4 of 5
4 of 5

  • Program typeSavings
  • Inception1996
  • State agency
    Utah Higher Education Assistance Authority
  • Tax deduction
  • Program Manager
    Utah Higher Education Assistance Authority
  • Program distributor
    Not applicable.
Plan Details
Investment Options
Back to full list of investment options

Age-Based Conservative: 0-3


Jump To: Asset Allocation | Performance | Fees & Expenses | Growth of $10,000Print

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stockx39%42.98%
Foreign Stockx21%20.99%
Real Estatex0%2.79%
Bondx20%26.64%
Short Term Bondx0%2.77%
Cash/MMx20%1.6%


Performance
Category Avg
This Portfolio

This Portfolio
Category Avg


Fees & Expenses (1 Year)
Category Avg
This Portfolio

This Portfolio
Category Avg

Total Expense Ratiox

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 09/30/2020.

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).