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.
- Program typeSavings
- Inception1996
- State agencyUtah Education Savings Board of Trustees.
- Tax deduction
- Program ManagerUtah Education Savings Board of Trustees.
- Program distributorNot applicable.
Fixed Income
Asset Allocation
| Asset Class | % Assets | Category Avg. |
|---|---|---|
| US Stock | 0% | 3.89% |
| Foreign Stock | 0% | 1.51% |
| Real Estate | 0% | 0.15% |
| Bond | 65% | 45.99% |
| Short Term Bond | 0% | 14.83% |
| Cash/MM | 35% | 20.89% |
Performance
Fees & Expenses (1 Year)
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.
Growth of $10,000
Assumptions
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 06/30/2024.
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).