Invest529, Virginia's direct-sold college savings plan is available to residents of any state, and offers low fees, diverse investment options and tax benefits for residents.
- Program typeSavings
- Inception1999
- State agencyVirginia529
- Tax deduction
- Program ManagerVirginia529 Board and its CEO
- Program distributorNot applicable.
Investment Options
Investors in Invest529 can select from the following investment options. Click on a portfolio name for more information.
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.
| Portfolio | E.R. | % Equity | 1YR Performance |
|---|---|---|---|
| 2039 Portfolio | 0.36% | 82.7% | 24.13% |
| 2042 Portfolio | 0.38% | 90.4% | 25.6% |
| 2027 Portfolio | 0.23% | 30.3% | 12.75% |
| 2030 Portfolio | 0.29% | 50.9% | 17.26% |
| 2033 Portfolio | 0.32% | 63.65% | 19.9% |
| 2036 Portfolio | 0.35% | 74.3% | 22.16% |
