CollegeAmerica

Virginia's CollegeAmerica is an advisor-sold 529 plan that makes available a line-up target date fund portfolios, multi-fund portfolios, individual fund portfolios from American Funds through Class 529-A, 529-C, 529-E, 529-F-1, 529-F-2 and 529-F-3 shares. To find a financial advisor in your area, use the Directory of Financial Professionals.

Fee Score

4.5 / 5

Performance

2.5 / 5
  • Program type
    Savings
  • Inception
    2002
  • State agency
    Virginia529
  • Tax deduction
  • Program Manager
    American Funds Service Company, American Funds Distributors, and Capital Research and Management Company
  • Program distributor
    American Funds Distributors

Investment Options

Investors in CollegeAmerica 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
American Funds College 2036 Fund0.87%72.25%29.2%N/A
American Funds College 2039 Fund0.9%86.56%N/AN/A
American Funds College 2027 Fund0.69%26.98%11.17%1 of 21
American Funds College 2024 Fund0.66%11.59%6%1 of 18
American Funds College Enrollment Fund0.69%2.94%0.22%5 of 33
American Funds College 2030 Fund0.74%44.14%16.71%2 of 21
American Funds College 2033 Fund0.77%57.92%23%2 of 27
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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