WA529 Invest College Investment Plan is Washington's direct-sold 529 college savings plan that helps families save for future higher education expenses. WA529 Invest opened in 2018 as "DreamAhead", and since then, over 20,000 students have taken distributions of $582.2 million in benefits to help pay for qualified higher education expenses at colleges, universities, and technical schools nationwide.
- Program typeSavings
- Inception2018
- State agencyWashington Student Achievement Council
- Tax deduction
- Program ManagerTIAA-CREF Tuition Financing, Inc.
- Program distributorCommittee on Advanced Tuition Payment and College Savings (WA529 Committee)
2038/2039 Enrollment Portfolio
Asset Allocation
| Asset Class | % Assets | Category Avg. |
|---|---|---|
| US Stock | 52.8% | 48.22% |
| Foreign Stock | 19.2% | 23.43% |
| Real Estate | 8% | 2.41% |
| Bond | 20% | 24.76% |
| Short Term Bond | 0% | 0.56% |
| Cash/MM | 0% | 0.68% |
Performance
Fees & Expenses (1 Year)
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.
Data as of 02/09/2025.
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).