Invest529

Fee Score

5 / 5

Performance

4 / 5
This is a Top 10 Plan
This is a Top 10 Plan
enroll now
77,431 Clicked to Enroll

Invest529

This is a Top 10 Plan
enroll now
77,431 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.

2033 Portfolio

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stock25%42.98%
Foreign Stock25%20.99%
Real Estate10%2.79%
Bond25%26.64%
Short Term Bond0%2.77%
Cash/MM15%1.6%

Performance

Category Avg
This Portfolio
This Portfolio
Category Avg

Fees & Expenses (1 Year)

Category Avg
This Portfolio
This Portfolio
Category Avg

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.

$0

Growth of $10,000

Category Avg
This Portfolio

Assumptions

Data in "Growth of $10,000" is based on historical annual performance data.

Data as of 03/31/2021.

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 averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).

Category average
Category averages are designed to be a representation of all portfolios with a similar age and risk profile (represented as a % of equity).

A good place to start:
A good place to start:
See the best 529 plans, personalized for you
See the best 529 plans, personalized for you
Get Started