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Vermont Higher Education Investment Plan

The Vermont Higher Education Investment Plan features age-based and static options from Vanguard and DFA. The plan also offers a TIAA-CREF life insurance product option.

Fee Score

4 / 5

Performance

2.5 / 5
  • Program type
    Savings
  • Inception
    1999
  • State agency
    Vermont Student Assistance Corporation (VSAC)
  • Tax deduction
  • Program Manager
    Intuition College Savings Solutions, LLC
  • Program distributor
    Vermont Student Assistance Corporation (VSAC)

Investment Options

Investors in Vermont Higher Education Investment Plan can select from the following investment options. Click on a portfolio name for more information.

Age Based Investment Optionsaccordion open icon

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.

PortfolioE.R.% Equity1YR PerformanceRank
Age Band 5 (15-17 Years)0.39%31%16.68%42 of 78
Age Band 6 (18+)0.39%17%10.33%44 of 122
Age Band 4 (12-14 Years)0.39%45%24.81%89 of 120
Age Band 3 (8-11 Years)0.39%60%31.71%49 of 92
Age Band 2 (4-7 Years)0.39%74%39.34%22 of 53
Age Band 1 (0-3 Years)0.39%80%42.66%66 of 72
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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