DreamAhead College Investment Plan

Fee Score

Performance

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11,889 Clicked to Enroll

enroll now

11,889 Clicked to Enroll

Washington offers a direct-sold 529 college savings plan and a prepaid tuition program. The DreamAhead College Investment Plan is sponsored and distributed by the Washington Student Achievement Council. Sumday Administration, LLC, a BNY Mellon Company, provides program management. The Guaranteed Education Tuition (GET) Program guarantees that the value of an account will keep pace with the cost of college tuition, no matter how much it changes in the future.

Fee Score

4 / 5

Performance

2 / 5

Program type
Savings
Inception
2018
State agency
Washington Student Achievement Council
Tax deduction
Program Manager
Vestwell State Savings, LLC, Vestwell State Savings, LLC dba Sumday Administration (Sumday) serves as the Program Manager of DreamAhead.
Program distributor
Committee on Advanced Tuition Payment and College Savings (WA529 Committee)

Plan Details

Investment Options

Investors in DreamAhead College Investment Plan can select from the following investment options. Click on a portfolio name for more information.

Child Age

Performance

Max Expense Ratio:

2.5%

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
Enrollment Date 2036 - Conservative	0.27%	50%	0.51%
Enrollment Date 2034 - Conservative	0.27%	40%	-0.11%
Enrollment Date 2032 - Conservative	0.27%	30%	-0.88%
Enrollment Date 2030 - Conservative	0.28%	20%	-1.11%
Enrollment Date 2028 - Conservative	0.29%	15%	-1.64%
Enrollment Date 2026 - Conservative	0.3%	10%	-1.84%
Enrollment Date 2024 - Conservative	0.3%	5%	-1.31%
Enrollment Date 2036 - Moderate	0.27%	90%	3.82%
Enrollment Date 2034 - Moderate	0.27%	80%	3.01%
Enrollment Date 2032 - Moderate	0.27%	70%	2.17%
Enrollment Date 2030 - Moderate	0.27%	60%	1.39%
Enrollment Date 2028 - Moderate	0.27%	50%	0.39%
Enrollment Date 2026 - Moderate	0.28%	35%	-0.75%
Enrollment Date 2024 - Moderate	0.28%	20%	-1.56%
Enrollment Date 2036 - Growth	0.26%	95%	3.97%
Enrollment Date 2034 - Growth	0.26%	90%	3.78%
Enrollment Date 2032 - Growth	0.27%	90%	3.76%
Enrollment Date 2030 - Growth	0.27%	85%	3.27%
Enrollment Date 2028 - Growth	0.27%	80%	2.98%
Enrollment Date 2026 - Growth	0.27%	60%	1.77%
Enrollment Date 2024 - Growth	0.27%	40%	N/A
Enrollment Date 2038 - Conservative	0.27%	55%	0.99%
Enrollment Date 2038 - Growth	0.26%	95%	3.75%
Enrollment Date 2038 - Moderate	0.26%	90%	3.78%
College Enrolled - Conservative	0.3%	0%	-1.93%
College Enrolled - Growth	0.29%	10%	-1.6%
College Enrolled - Moderate	0.29%	0%	-2.38%
Enrollment Date 2040 - Conservative	0.27%	0%	N/A
Enrollment Date 2040 - Moderate	0.26%	0%	N/A
Enrollment Date 2040 - Growth	0.26%	0%	N/A

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