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This is a Top 10 Plan

The West Virginia SMART529 WV Direct College Savings Plan, available on a direct basis to those who meet certain West Virginia residency requirements, features a menu of age-based and static portfolio options utilizing index funds from Vanguard as well as an Invesco stable value portfolio option. Accounts can be linked to the Upromise rewards service.

Fee Score

5 / 5

Performance

4.5 / 5
  • Program type
    Savings
  • Inception
    2002
  • State agency
    State Treasurer's Office under the authority of the West Virginia College Prepaid Tuition and Savings Program Board of Trustees
  • Tax deduction
  • Program Manager
    Hartford Funds Management Company, LLC
  • Program distributor
    Hartford Funds Distributors, LLC

SMART529 WV Direct Aggressive Growth Portfolio

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stock62.75%70.59%
Foreign Stock29.25%25.16%
Real Estate0%3.5%
Bond8%0.64%
Short Term Bond0%0.03%
Cash/MM0%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 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.

$0

Growth of $10,000

Category Avg
This Portfolio

Assumptions

Data in "Growth of $10,000" is based on historical annual performance data.

Data as of 06/30/2021.

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).

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