General Information

SMART529 WV Direct College Savings Plan logo

SMART529 WV Direct College Savings 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.

Our Ratingx

Fee Scorex

5 of 5
5 of 5

Performancex

5 of 5
5 of 5
This is a Top 10 Plan

  • Program typeSavings
  • Inception2002
  • 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
Back to full list of investment options

SMART529 WV Direct Conservative Balanced Portfolio


Jump To: Asset Allocation | Performance | Fees & Expenses | Growth of $10,000Print

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stockx19%22.04%
Foreign Stockx11%8.7%
Real Estatex0%1.36%
Bondx15%51.66%
Short Term Bondx0%8.1%
Cash/MMx55%8.2%


Performance
Category Avg
This Portfolio

This Portfolio
Category Avg


Fees & Expenses (1 Year)
Category Avg
This Portfolio

This Portfolio
Category Avg

Total Expense Ratiox

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 09/30/2020.

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).