Age-based investment options
| Plan | Age-based investment options: | |
|
CollegeCounts 529 Fund Alabama |
The Age-Based Portfolios option is offered in 3 different risk levels (Aggressive, Moderate, and Conservative) each containing 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the risk level selected and based on the age of the beneficiary, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Enroll Now |
|
CollegeCounts 529 Fund Advisor Plan Alabama |
The Age-Based Portfolios option is offered in 3 different risk levels (Aggressive, Moderate, and Conservative) each containing 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the risk level selected and based on the age of the beneficiary, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
John Hancock Freedom 529 Alaska |
The Enrollment-Based Portfolios contain 6 multi-managed portfolios of underlying mutual funds, ranging from 100% equity to 20% equity. Contributions are placed into the portfolio corresponding to the number of years to expected enrollment based on the age of the beneficiary or as selected by the account owner. 5 portfolios shift to a more conservative investment allocation over time, eventually transferring to the College portfolio. | Plan Details |
|
T. Rowe Price College Savings Plan Alaska |
The Enrollment-Based Portfolios contain 8 portfolios of underlying mutual funds, ranging from 100% equity to 20% equity. Contributions are placed into the portfolio corresponding to the number of years to expected enrollment based on the age of the beneficiary or as selected by the account owner. 7 portfolios shift to a more conservative investment allocation over time, eventually transferring to the College portfolio. | Enroll Now |
|
University of Alaska College Savings Plan Alaska |
The Enrollment-Based Portfolios contain 8 portfolios of underlying mutual funds, ranging from 100% equity to 20% equity. Contributions are placed into the portfolio corresponding to the number of years to expected enrollment based on the age of the beneficiary or as selected by the account owner. 7 portfolios shift to a more conservative investment allocation over time, eventually transferring to the College portfolio. | Enroll Now |
|
Arizona Family College Savings Program Arizona |
None. | Enroll Now |
|
Fidelity Arizona College Savings Plan Arizona |
Choose between 3 age-based options, one invested in Fidelity mutual funds, another invested in Fidelity index mutual funds, and a third multi-firm option with portfolios that invest in funds offered by several different companies. Contributions are placed into the portfolio corresponding to the beneficiary's age. The portfolios automatically shift to a more conservative investment allocation over time. | Enroll Now |
|
Ivy InvestEd 529 Plan Arizona |
Savings Contributions are placed into one of six portfolios corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
GIFT College Investing Plan Arkansas |
The Age-Based option is offered in 3 different risk levels (Aggressive, Moderate, and Conservative) each containing 4 or 5 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the risk level selected and the number of years to expected enrollment, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
iShares 529 Plan Arkansas |
The seven iShares Year-of-Enrollment Portfolios are based upon the designated beneficiary's anticipated year of enrollment, rather than the designated beneficiary's age. The asset allocation of the money invested in these investment options is automatically adjusted quarterly over time to become more conservative as the number of years to enrollment for the Designated Beneficiary decreases. | Plan Details |
|
ScholarShare 529 California |
Choose between 2 age-based options, one invested in actively-managed mutual funds and the other invested in index mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age. The portfolios automatically shift to a more conservative investment allocation over time. | Plan Details |
|
Direct Portfolio College Savings Plan Colorado |
The Age-Based option is offered in 3 different risk levels (Aggressive, Moderate, and Conservative) each containing 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the risk level selected and the number of years to expected enrollment, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Enroll Now |
|
Scholars Choice College Savings Program Colorado |
The Age-Based and Years to Enrollment options contain up to 7 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age, or number of years to expected enrollment, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
Smart Choice College Savings Plan Colorado |
None. | Plan Details |
|
Stable Value Plus College Savings Program Colorado |
None. | Plan Details |
|
Connecticut Higher Education Trust (CHET) Connecticut |
Three age-based options, the Moderate Managed Allocation Option, Conservative Managed Allocation Option and the Aggressive Managed Allocation Option, are offered, each containing 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
Connecticut Higher Education Trust (CHET) -- Advisor Plan Connecticut |
One age-based option containing 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
Delaware College Investment Plan Delaware |
Choose between 3 age-based options, one invested in Fidelity mutual funds, another invested in Fidelity index mutual funds, and a third multi-firm option with portfolios that invest in funds offered by several different companies. Contributions are placed into the portfolio corresponding to the beneficiary's age. The portfolios automatically shift to a more conservative investment allocation over time. | Enroll Now |
|
DC College Savings Plan District of Columbia |
The Year of College Enrollment Option contains 7 portfolios of underlying funds. Contributions are placed into the portfolio corresponding to the beneficiary's anticipated year of enrollment or as selected by the account owner. Year of Enrollment Portfolios evolve from a heavier weight in equities in earlier years to a more conservative investment in fixed income instruments and other investments that seek capital preservation as the beneficiary approaches college. | Enroll Now |
|
Florida 529 Savings Plan Florida |
The Age-Based / Years-To-Enrollment Option contains 5 age bands with each band targeting a different allocation between the Fixed Income portfolio and the Blended Equity portfolio. Contributions are invested based on the assignment of the beneficiary to one of the five age bands. | Plan Details |
|
Path2College 529 Plan Georgia |
Choose between the Managed Allocation Option and the Aggressive Managed Allocation Option, each containing 9 portfolios of underlying mutual funds. Under either option, contributions are placed into the portfolio corresponding to the beneficiary's age and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Enroll Now |
|
Hawaii's College Savings Program Hawaii |
The Age-Based Option contains 4 portfolios of underlying investment strategies. Contributions are placed into the portfolio corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Enroll Now |
|
Idaho College Savings Program (IDeal) Idaho |
The Age-Based option is offered in 3 different risk levels (Aggressive, Moderate, and Conservative) each containing 8 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the risk level selected and the number of years to expected enrollment, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Enroll Now |
|
Bright Directions Advisor-Guided 529 College Savings Program Illinois |
The Age-Based option is offered in 3 different risk levels (Aggressive, Moderate, and Conservative) each containing 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the risk level selected and the number of years to expected enrollment, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
Bright Start Direct-Sold College Savings Program Illinois |
Choose between Multi-Firm Age Based Portfolios and the Index Age Based Portfolios, each containing 9 portfolios in Aggressive, Moderate and Conservative glidepaths. Contributions are placed into the portfolio corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Enroll Now |
|
CollegeChoice 529 Direct Savings Plan Indiana |
The Year of Enrollment Option contains 7 portfolios of underlying funds. Contributions are placed into the portfolio corresponding to the beneficiary's anticipated year of enrollment. Target allocations for the Year of Enrollment Portfolios evolve to more conservative investments as the beneficiary approaches college age. | Enroll Now |
|
CollegeChoice Advisor 529 Savings Plan Indiana |
The Year of Enrollment option contains 7 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the anticipated year of college enrollment, and reassigned to the College Portfolio upon reaching that year. | Plan Details |
|
CollegeChoice CD 529 Savings Plan Indiana |
None. | Enroll Now |
|
College Savings Iowa Iowa |
The Age-Based option is offered in 4 different risk levels (Aggressive, Growth, Moderate Growth and Conservative Growth) each containing nine portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the risk level selected and the age of the beneficiary, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Enroll Now |
|
IAdvisor 529 Plan Iowa |
The Age-Based Option contains 5 portfolios of underlying funds. Contributions are placed into the portfolio corresponding to the beneficiary's age or as selected by the account owner, and later reassigned to more conservative portfolios as the beneficiary approaches college. | Plan Details |
|
Learning Quest 529 Education Savings Program (Direct-sold) Kansas |
The age-based portfolios (non-index) are offered in 3 different risk levels: Aggressive, Moderate, and Conservative. Contributions are placed into the portfolio corresponding to the selected risk level and the beneficiary's age. Over time, accounts move between one or more of the 8 portfolios that make up these tracks. The program also offers an index age-based track that invests primarily in Vanguard index funds. Accounts will move through one or more of 8 age-based portfolios. | Plan Details |
|
Learning Quest Advisor Kansas |
The age-based portfolios are offered in 3 different risk levels: Aggressive, Moderate and Conservative. Contributions are placed into the portfolio corresponding to the selected risk level and the beneficiary's age. Over time, accounts move between one or more of the 8 portfolios that make up these tracks. | Plan Details |
|
Schwab 529 College Savings Plan Kansas |
An Index Age-Based option and a Static Age-Based option are offered in 4 different risk levels (Aggressive, Moderately Aggressive, Moderate, and Moderately Conservative) each containing 8 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the selected risk level and the age of the beneficiary or the number of years to expected enrollment, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
Kentucky Education Savings Plan Trust Kentucky |
The Managed Allocation Option contains 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
START Saving Program Louisiana |
Three Age-Based Options contain 4 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
NextGen College Investing Plan -- Client Direct Series Maine |
Choose between two age-based options with seven portfolios each. One invests in BlackRock funds, the other invests in iShares ETFs. Contributions are placed into the portfolio corresponding to the beneficiary's age. The portfolios automatically shift to a more conservative investment allocation over time. | Enroll Now |
|
NextGen College Investing Plan -- Client Select Series Maine |
Four age-based options are offered, each using a different investment manager. The Franklin Templeton Age-Based Portfolios option contains eight portfolios of underlying mutual funds. The MFS Age-Based Portfolios, the BlackRock Age-Based Portfolios, and the iShares Age-Based Portfolios each contain 7 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age and desired investment manager, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
Maryland 529 -- College Investment Plan Maryland |
The Enrollment-Based Portfolios contain 8 portfolios of underlying mutual funds, ranging from 100% equity to 20% equity. Contributions are placed into the portfolio corresponding to the number of years to expected enrollment based on the age of the beneficiary or as selected by the account owner. 7 portfolios shift to a more conservative investment allocation over time, eventually transferring to the Portfolio for College. | Enroll Now |
|
U.Fund College Investing Plan Massachusetts |
Choose between 3 age-based options, one invested in Fidelity mutual funds, another invested in Fidelity index mutual funds, and a third multi-firm option with portfolios that invest in funds offered by several different companies. Contributions are placed into the portfolio corresponding to the beneficiary's age. The portfolios automatically shift to a more conservative investment allocation over time. | Enroll Now |
|
MI 529 Advisor Plan Michigan |
The Age-Based option contains 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
Michigan Education Savings Program (MESP) Michigan |
The Age-Based Option is offered in 3 different risk levels (Aggressive, Moderate, and Conservative), each containing 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
Minnesota College Savings Plan Minnesota |
The Managed Allocation Option contains 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
Mississippi Affordable College Savings (MACS) Program Mississippi |
The Managed Allocation Option contains nine portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
MOST - Missouri's 529 Savings Plan (Direct-sold) Missouri |
The Age-Based option is offered in 3 different risk levels (Aggressive, Moderate, and Conservative) each containing 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the risk level selected and the number of years to expected enrollment, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Enroll Now |
|
Achieve Montana Montana |
An age-based option, comprised of five portfolios, moves investments automatically from one portfolio to progressively more conservative investments as the beneficiary approaches college age. | Plan Details |
|
Montana Family Education Savings Program -- Bank Plan Montana |
None. | Plan Details |
|
Nebraska Education Savings Trust -- Advisor College Savings Plan Nebraska |
The Age-Based Portfolios option offers a choice among 3 different risk levels (Aggressive, Growth, and Index.) | Plan Details |
|
Nebraska Education Savings Trust -- Direct College Savings Plan Nebraska |
The Age-Based Portfolios option offers a choice among 3 different risk levels (Aggressive, Growth, and Index). | Enroll Now |
|
State Farm College Savings Plan Nebraska |
The Age-Based option contains 9 portfolios. Contributions are placed into the portfolio corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
TD Ameritrade 529 College Savings Plan Nebraska |
The Age-Based Portfolios option offers a choice among 4 different risk levels (Aggressive, Growth, Index, and Conservative) each containing 5 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the selected risk level and beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
Putnam 529 for America Nevada |
The Age-Based Asset Allocation Investment Option contains 22 portfolios: newborn through age 21+. Contributions are allocated based on the age of the beneficiary. | Plan Details |
|
SSGA Upromise 529 Plan Nevada |
Eight College-Date Portfolios allow account owners to select the year in which the beneficiary is expected to start college. The portfolio's investment track is automatically adjusted from more aggressive to more conservative as the beneficiary grows older (and closer to the selected college date year). | Plan Details |
|
The Vanguard 529 College Savings Plan Nevada |
The Age-Based Option offers a choice among 3 different risk levels (Aggressive, Moderate, or Conservative) each containing 12 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the selected risk level and number of years to expected enrollment, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Enroll Now |
|
USAA 529 College Savings Plan Nevada |
The Age-Based Option contains 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the age of the beneficiary, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
Wealthfront 529 College Savings Plan Nevada |
Wealthfront designs an individual portfolio for each account owner based on a risk tolerance assessment. An account owner's individual portfolio is assigned to one of 20 glide paths, each of which determines how the portfolio's asset allocations will change over time. Each glide path gradually shifts the asset allocations of the underlying or "Designated Portfolios" in an individual portfolio to progressively decreasing levels of expected risk as the college enrollment date approaches. | Plan Details |
|
Fidelity Advisor 529 Plan New Hampshire |
The Age-Based Strategy contains 8 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the age of the beneficiary or as determined by the account owner. 7 portfolios shift to a more conservative investment allocation over time, eventually transferring to the College portfolio. | Plan Details |
|
UNIQUE College Investing Plan New Hampshire |
Choose between 3 age-based options, one invested in Fidelity mutual funds, another invested in Fidelity index mutual funds, and a third multi-firm option with portfolios that invest in funds offered by several different companies. Contributions are placed into the portfolio corresponding to the beneficiary's age. The portfolios automatically shift to a more conservative investment allocation over time. | Enroll Now |
|
Franklin Templeton 529 College Savings Plan New Jersey |
The Age-Based Investment Portfolios option offers the choice of 3 risk levels: Growth, Moderate, and Conservative. Each consists of 4 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary ages. | Plan Details |
|
NJBEST 529 College Savings Plan New Jersey |
The Age-Based Investment Portfolios option offers the choice of 3 risk levels: Growth, Moderate, and Conservative. Each consists of 4 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary ages. | Enroll Now |
|
Scholar's Edge New Mexico |
The Age-Based Option contains 10 portfolios invested in mutual funds. Contributions are placed into the portfolio corresponding to the age of the beneficiary and later reassigned to more conservative portfolios as the beneficiary approaches college. | Enroll Now |
|
The Education Plan's College Savings Program New Mexico |
Choose between 2 age-based approaches, one containing portfolios invested in a blend of actively-managed and index funds and the other invested in index funds only. Contributions in the age-based approaches are placed into the portfolio corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Each approach is offered in a growth and balanced track. | Enroll Now |
|
New York's 529 Advisor-Guided College Savings Plan New York |
The Age-Based Option contains 9 portfolios, each invested in mutual funds. Contributions are placed into the portfolio corresponding to the age of the beneficiary and later reassigned to more conservative portfolios as the beneficiary approaches college. | Plan Details |
|
New York's 529 College Savings Program -- Direct Plan New York |
The Age-Based Option offers a choice among 3 different risk levels (Aggressive, Moderate, or Conservative) each containing 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the selected risk level and beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Enroll Now |
|
National College Savings Program North Carolina |
The Vanguard Age-Based Option offers a choice among 3 different risk levels (Aggressive, Moderate, or Conservative). Contributions are placed into the portfolio corresponding to the selected risk level and number of years to expected enrollment, and later reassigned to more conservative portfolios until the beneficiary reaches age 19. | Enroll Now |
|
College SAVE (Advisor) North Dakota |
There are 3 age-based options (Conservative, Moderate, and Aggessive), each containing up to 5 investment portfolios. Contributions are placed into the portfolio corresponding to the selected option and age of the beneficiary, and later reassigned to more conservative portfolios as the withdrawal date draws nearer. | Plan Details |
|
College SAVE (Direct) North Dakota |
There are 3 age-based options (Conservative, Moderate, and Aggessive), each containing up to 5 investment portfolios. Contributions are placed into the portfolio corresponding to the selected option and age of the beneficiary, and later reassigned to more conservative portfolios as the withdrawal date draws nearer. | Enroll Now |
|
BlackRock CollegeAdvantage Advisor 529 Savings Plan Ohio |
Five Target Date Investment Options are offered. Contributions are placed into the portfolio corresponding to the age of the beneficiary assuming that the year of enrollment is the year the beneficiary will reach the age of eighteen. The portfolios shift to a more conservative investment allocation over time. | Plan Details |
|
Ohio’s 529 Plan, CollegeAdvantage Ohio |
2 separate age-based options are offered. The Vanguard Age-Based Option offers a choice among 3 different risk levels (Aggressive, Moderate, and Conservative). Contributions are placed into one of 9 mutual-fund portfolios corresponding to the selected risk level and age of the beneficiary, and reassigned to more conservative portfolios as the beneficiary approaches college age. The Advantage Age-Based Option invests in 10 enrollment-based portfolios invested in funds from Vanguard and DFA. | Enroll Now |
|
Oklahoma College Savings Plan Oklahoma |
Three Managed Allocation Options (Conservative, Moderate, and Aggressive) each contain 6 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
Oklahoma Dream 529 Plan Oklahoma |
The Age-Based option contains 6 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
MFS 529 Savings Plan Oregon |
The Age-Based Investment Option contains 6 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
Oregon College Savings Plan Oregon |
The College Enrollment Year Investment Option offers portfolios designed for the anticipated year of enrollment at college in one-year increments. In each portfolio, investments are moved automatically to progressively more conservative investments as the beneficiary approaches the targeted year of college enrollment. Each portfolio invests in one or more underlying funds managed by Dimensional Funds or Vanguard. | Plan Details |
|
Pennsylvania 529 Investment Plan Pennsylvania |
The Age-Based Options offer a choice between 3 risk levels (Conservative, Moderate, and Aggressive) each containing 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
CollegeBound 529 (Advisor-sold) Rhode Island |
The Age-Based Portfolios option contains 11 age bands corresponding to expected dated of college enrollment. The asset mix (or allocation) of the Age-Based Portfolios shifts to a more conservative investment allocation over time. | Plan Details |
|
CollegeBound Saver (Direct-sold) Rhode Island |
The Age-Based Portfolios option contains 11 age bands corresponding to expected dated of college enrollment. The asset mix (or allocation) of the Age-Based Portfolios shifts to a more conservative investment allocation over time. | Enroll Now |
|
Future Scholar 529 College Savings Plan (Advisor-sold) South Carolina |
The Age-Based Portfolios option is offered in 3 different risk levels (Aggressive, Moderate, and Conservative) each containing 6 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the risk level selected and based on the age of the beneficiary, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
Future Scholar 529 College Savings Plan (Direct-sold) South Carolina |
The Age-Based Portfolios option is offered in 3 different risk levels (Aggressive, Moderate, and Conservative) each containing 6 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the risk level selected and based on the age of the beneficiary, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Enroll Now |
|
CollegeAccess 529 (Advisor-sold) South Dakota |
The Age-Based Option consists of 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the age of the beneficiary or the anticipated years to matriculation, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
CollegeAccess 529 (Direct-sold) South Dakota |
The Age-Based Option consists of 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the age of the beneficiary or the anticipated years to matriculation, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
TNStars College Savings 529 Program Tennessee |
An age-based option offers five age bands. Contributions are placed into the portfolio corresponding to the beneficiary's age and automatically shift to a more conservative portfolio over time. | Plan Details |
|
Lonestar 529 Plan Texas |
The Age-Based Portfolios option consists of 6 portfolios of underlying funds. Contributions are placed into the portfolio that corresponds to the age of the beneficiary. The portfolios automatically shift to a more conservative investment allocation over time. | Plan Details |
|
Texas College Savings Plan Texas |
Select either the Blended Age-based Portfolios, which offers underlying investments that are both actively and passively managed, or the Index Age-Based Portfolios, which offers passively managed investments. Each option consists of 6 portfolios of underlying investments. Contributions are placed into the portfolio that corresponds to the age of the beneficiary. The portfolios automatically shift to a more conservative investment allocation over time. | Plan Details |
|
my529 Utah |
Four age-based investment options, with different underlying investments and risk levels, are offered. Contributions are allocated among the underlying investments according to the option selected and the age of the beneficiary, and are reallocated to become more conservative as the beneficiary approaches college age. A fifth, the Customized Age-Based investment option allows for a customized account asset allocation from as many as 30 underlying investments, and automatically reallocates to a new customized underlying investment allocation each time the beneficiary's age qualifies for the next of ten possible age brackets. | Plan Details |
|
Vermont Higher Education Investment Plan Vermont |
The Managed Allocation Option contains 6 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary's age and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
CollegeAmerica Virginia |
The Target-Based Portfolios contain 7 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the number of years to expected enrollment based on the age of the beneficiary or as selected by the account owner. As each fund approaches its target date, it will increasingly emphasize income and preservation of capital by investing a greater portion of its assets in bond, equity-income and balanced funds, eventually investing principally in fixed-income funds and merging into the College Enrollment portfolio. | Plan Details |
|
Invest529 Virginia |
The Age-based Evolving Portfolios option contains 7 portfolios of underlying mutual funds and separately-managed investments. Contributions may be invested in any of the portfolios. The portfolios automatically shift to a more conservative investment allocation over time. | Enroll Now |
|
DreamAhead College Investment Plan Washington |
The Year of Enrollment Option is offered in 3 risk levels (Conservative, Moderate, or Growth), each containing 10 portfolios of underlying mutual funds. Year of Enrollment Portfolios are designed to evolve over time to transition from a heavier allocation to underlying funds that invest in equities (stocks) in earlier years to a more conservative underlying funds that invest in fixed income (bonds) and money market instruments (cash preservation) as the beneficiary approaches college age. | Plan Details |
|
SMART529 Select West Virginia |
The Age-Based Portfolios option consists of 7 portfolios of underlying mutual funds with varying risk tolerances. Contributions are placed into the portfolio corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
SMART529 WV Direct College Savings Plan West Virginia |
The Age-Based Portfolios option consists of 5 portfolios of underlying mutual funds with varying risk tolerances. Contributions are placed into the portfolio corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
The Hartford SMART529 West Virginia |
The Age-Based Portfolios option consists of 9 portfolios of underlying mutual funds with varying risk tolerances. Contributions are placed into the portfolio corresponding to the beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. | Plan Details |
|
Edvest Wisconsin |
The Age-Based Option is offered in 2 different risk levels, each containing 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the number of years to expected enrollment, and later reassigned to more conservative portfolios as the beneficiary approaches college enrollment. | Plan Details |
|
Tomorrow's Scholar 529 Plan Wisconsin |
The Age-Based Option contains 9 portfolios offering a mix of underlying funds. Contributions are placed into the portfolio corresponding to the age of the beneficiary, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Account owners may use the beneficiary's actual age or hypothetical age at enrollment. | Plan Details |
