While a similar program (SMART529 WV Direct) is available to West Virginia residents on a direct basis, this advisor-sold version is available nationally. The Hartford SMART529 program features a menu of age-based, static, and individual portfolio options utilizing Hartford Funds, two iShares (BlackRock) funds, one MFS fund, and a stable value portfolio managed by Invesco. Accounts can be linked to the Upromise rewards service. To find a financial advisor in your area, use the Directory of Financial Professionals.
- Program typeSavings
- State agencyState Treasurer's Office under the authority of the West Virginia College and Jumpstart Savings Programs Board of Trustees
- Tax deduction
- Program ManagerHartford Funds Management Company, LLC.
- Program distributorHartford Funds Distributors, LLC
SMART529 Balanced Portfolio
|Asset Class||% Assets||Category Avg.|
|Short Term Bond||0%||1.02%|
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.
Growth of $10,000
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 03/31/2022.
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).