General Information

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Invest529

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.

Our Ratingx

5 of 5

Fee Scorex

5 of 5
5 of 5

Performancex

4 of 5
4 of 5
This is a Top 10 Plan
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  • Program typeSavings
  • Inception1999
  • State agency
    Virginia529
  • Tax deduction
  • Program Manager
    Virginia529 Board and its CEO
  • Program distributor
    Not applicable.
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Global Equity


Jump To: Asset Allocation | Performance | Fees & ExpensesPrint

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stockx52.6%70.59%
Foreign Stockx47.4%25.16%
Real Estatex0%3.5%
Bondx0%0.64%
Short Term Bondx0%0.03%
Cash/MMx0%0.09%


Performance
Category Avg
This Portfolio

This Portfolio
Category Avg


Fees & Expenses (1 Year)
Category Avg
This Portfolio

This Portfolio
Category Avg

Total Expense Ratiox

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





Data as of 09/30/2020.

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 average

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