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.
- Program typeSavings
- State agencyState Treasurer's Office under the authority of the West Virginia College and Jumpstart Savings Program Board of Trustees
- Tax deduction
- Program ManagerHartford Funds Management Company, LLC
- Program distributorHartford Funds Distributors, LLC
SMART529 Select Aggressive Growth Portfolio
|Asset Class||% Assets||Category Avg.|
|Short Term Bond||0%||0.03%|
Fees & Expenses (1 Year)
Total Expense Ratio
Fees vs Performance
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Growth of $10,000
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 03/31/2022.