Join Upromise Today

Earn cash back rewards on things you do every day with Upromise. Your Upromise account can link to any 529 plan to help you save more money. Join now for free.

SMART529 Select

The West Virginia SMART529 Select 529 savings program is managed by Hartford Funds and features age-based and static portfolio options utilizing Dimensional Fund Advisors mutual funds. Although DFA funds are typically available only through financial advisers, this 529 plan is direct-sold. Accounts can be linked to the Upromise rewards service.

Fee Score

3 / 5

Performance

3.5 / 5
  • Program type
    Savings
  • Inception
    2004
  • State agency
    State Treasurer's Office under the authority of the West Virginia College and Jumpstart Savings Program Board of Trustees
  • Tax deduction
  • Program Manager
    Hartford Funds Management Company, LLC
  • Program distributor
    Hartford Funds Distributors, LLC

Investment Options

Investors in SMART529 Select 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.

Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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