Invest529

Fee Score

Performance

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80,809 Clicked to Enroll

Invest529

enroll now
80,809 Clicked to Enroll

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.

Fee Score

5 / 5

Performance

4 / 5
  • Program type
    Savings
  • Inception
    1999
  • State agency
    Virginia529
  • Tax deduction
  • Program Manager
    Virginia529 Board and its CEO
  • Program distributor
    Not applicable.

Investment Options

Investors in Invest529 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
2039 Portfolio0.54%80%33.16%N/A
2021 Portfolio0.25%0%4.47%106 of 122
2024 Portfolio0.33%25%12.64%80 of 120
2027 Portfolio0.38%40%18.34%114 of 120
2030 Portfolio0.43%50.01%22.12%51 of 92
2033 Portfolio0.47%60%26.22%57 of 72
2036 Portfolio0.51%70%30.43%67 of 72
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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