Static investment options
| Plan | Static investment options: | |
|
CollegeCounts 529 Fund Alabama |
Select among 6 multi-fund Target portfolios and 26 Individual-fund portfolios. | Enroll Now |
|
CollegeCounts 529 Fund Advisor Plan Alabama |
Select among 6 multi-fund Target portfolios and 25 Individual-fund portfolios. | Plan Details |
|
Alaska 529 Alaska |
Select among 3 multi-fund portfolios (Equity Portfolio, Balanced Portfolio, and University of Alaska Portfolio), the Total Equity Market Index Portfolio, the Fixed-Income Portfolio (a fund-of-funds), and the Money Market Portfolio. The University of Alaska Portfolio is guaranteed by the University of Alaska to provide a minimum return equal to tuition increases at the University of Alaska, but only for beneficiaries enrolling at that institution. | Enroll Now |
|
John Hancock Freedom 529 Alaska |
Select among 3 multi-fund portfolios (Future Trends Portfolio, Equity Portfolio, and Fixed Income Portfolio), a money market portfolio, a short-term bond portfolio, 3 lifestyle portfolios (the Multimanager Lifestyle Growth 529, Multimanager Lifestyle Balanced 529 and Multimanager Lifestyle Moderate 529 Portfolios) and 8 individual-fund portfolios. A dollar-cost averaging option provides for automatic monthly reallocations. | Plan Details |
|
T. Rowe Price College Savings Plan Alaska |
Select among 2 multi-fund portfolios (Equity Portfolio and Balanced Portfolio), the Fixed-Income Portfolio (a fund-of-funds), the Total Equity Market Index Portfolio, and the Money Market Portfolio. | Enroll Now |
|
Arizona Family College Savings Program Arizona |
Fixed-rate CDs earn interest at the rate posted at the time of purchase, and posted rates may change at any time. The Honors Savings Account featured an APY of 2.30% as of August 2, 2019. | Enroll Now |
|
Fidelity Arizona College Savings Plan Arizona |
Select from 6 multi-fund portfolios, 5 individual-fund portfolios and a Bank Deposit Portfolio. | Enroll Now |
|
Ivy InvestEd 529 Plan Arizona |
Select among 6 fund-of-funds portfolios and 19 individual-fund portfolios each investing in a single mutual fund from the Ivy Funds family. | Plan Details |
|
GIFT College Investing Plan Arkansas |
Select among 5 multi-fund portfolios with varying risk tolerances, a money-market portfolio, and an FDIC-insured savings option. | Plan Details |
|
iShares 529 Plan Arkansas |
The four iShares Asset Allocation Portfolios are designed to meet a specific risk profile and are offered in Aggressive, Moderate, Conservative and Fixed Income allocations. The asset allocation is reviewed at least annually and may be updated to take into account changes in risk and correlations of the asset classes and underlying investments. A dollar-cost averaging option provides for automatic monthly reallocations. The Custom iShares portfolio option offers seventeen individual portfolios investing in equity, real estate or fixed-income funds. A savings option invests in an FDIC-insured account. | Plan Details |
|
ScholarShare 529 California |
Select among 12 multi-fund portfolios, 4 individual-fund portfolios (including the Social Choice Portfolio), and a principal-protection portfolio. | Plan Details |
|
Direct Portfolio College Savings Plan Colorado |
Select among 5 multi-fund portfolios with varying risk tolerances and 3 individual-fund portfolios. | Enroll Now |
|
Scholars Choice College Savings Program Colorado |
Select among 11 investment options: 5 individual fund portfolios and six static options. The static options consist of 5 multi-fund portfolios (Balanced 50/50, All Equity, All Fixed Income, Equity 80%, and Fixed Income 80%), and the Cash Reserve Option. | Plan Details |
|
Smart Choice College Savings Plan Colorado |
There are 2 options. The Money Market Savings Account earns interest at a rate established by FirstBank not less than the interest rate publicly offered by FirstBank on its regular Money Market Savings Accounts less 0.10%. The One-Year Time Savings Account earns interest at a rate that is 0.10% less than the rate publicly offered by FirstBank for its regular One-Year Times Savings Accounts, subject to an early withdrawal penalty of 90 days of interest if withdrawn before the one-year maturity date. | Plan Details |
|
Stable Value Plus College Savings Program Colorado |
Funds are invested in a stable value investment under a funding agreement with Nationwide Mutual Insurance Company. The interest rate is declared annually, with a minimum rate of 2% before fees. The 2020 rate of return is 2.49% per year, assuming the the 0.71% administrative fee remains in effect for calendar year 2020. Nationwide Mutual Insurance Company resets the annual rate of return for the plan each January 1, and CollegeInvest makes the upcoming year's rate of return available the December before the rate is reset. | Plan Details |
|
Connecticut Higher Education Trust (CHET) Connecticut |
Four static blend and five individual options are offered plus the Principal Plus Interest Option, and the Money Market Option. | Plan Details |
|
Connecticut Higher Education Trust (CHET) -- Advisor Plan Connecticut |
4 options are offered: Aggressive Growth, Growth, Balanced, and Conservative. Additionally, 12 individual fund options are offered including a Stable Value portfolio. | Plan Details |
|
Delaware College Investment Plan Delaware |
Select from 6 multi-fund portfolios, 5 individual-fund portfolios and the Bank Deposit Portfolio. | Enroll Now |
|
DC College Savings Plan District of Columbia |
Select among 8 individual-fund portfolios each of which invests in a single underlying mutual fund or ETF and the Principal Protected Portfolio Option. The Principal Protected Portfolio consists of a funding agreement with Ameritas Life Insurance Company which guarantees principal return of principal and an annualized minimum rate of return of one percent (1.00%), minus any premium tax, if applicable. | Enroll Now |
|
Florida 529 Savings Plan Florida |
Account owners may create a customized portfolio from six predesigned static portfolio options, including three multi-manager static options (growth, blended, income), three static passive options (growth, blended, income) and seven individual fund options (including money market, bond and stock choices). | Plan Details |
|
Path2College 529 Plan Georgia |
Select among 4 multi-fund portfolios (Balanced Allocation, 100% Fixed Income, Conservative Allocation, and High Equity Allocation), one individual fund (U.S. Equity Index) and the Guaranteed Portfolio. | Enroll Now |
|
Hawaii's College Savings Program Hawaii |
Select among 4 multi-fund portfolios (Growth, Moderate Growth, Conservative Growth, and Income) and 4 individual-fund portfolios. | Enroll Now |
|
Idaho College Savings Program (IDeal) Idaho |
Select among 5 multi-fund portfolios, with varying risk tolerances, an interest accumulation portfolio and a savings portfolio. | Enroll Now |
|
Bright Directions Advisor-Guided 529 College Savings Program Illinois |
Select among 7 multi-fund Target portfolios with varying risk tolerances and 32 individual-fund portfolios. Fifteen additional individual portfolios invest in Vanguard ETF funds and are available only to account owners who establish an account through a registered investment advisor or advisor who is not compensated through commissions. | Plan Details |
|
Bright Start Direct-Sold College Savings Program Illinois |
Select among three Target Portfolios and three Index Target Portfolios; both offer Equity, Balanced, and Fixed Income options, and sixteen individual options. | Enroll Now |
|
CollegeChoice 529 Direct Savings Plan Indiana |
Select among 7 options using various investment managers: Active Bond, International, Bond Index, Stable Value, U.S. Equity Index, and Inflation-Protected, plus an FDIC-insured Savings Portfolio. | Enroll Now |
|
CollegeChoice Advisor 529 Savings Plan Indiana |
Select among 12 individual-fund portfolios with various investment managers. An FDIC-insured bank savings option and capital preservation option are also offered. | Plan Details |
|
CollegeChoice CD 529 Savings Plan Indiana |
Fixed-rate CDs earn interest at the rate posted at the time of purchase, and posted rates may change at any time. The Honors Savings Account featured an APY of 2.00% as of June 18, 2018. | Enroll Now |
|
College Savings Iowa Iowa |
Select among 6 multi-fund portfolios (Aggressive Growth, Growth, Moderate Growth, Conservative Growth, Income, and Conservative Income) and 4 individual-fund portfolios. | Enroll Now |
|
IAdvisor 529 Plan Iowa |
Select among 4 static allocation portfolios and 12 individual-fund portfolios investing in Voya mutual funds and other mutual funds. | Plan Details |
|
Learning Quest 529 Education Savings Program (Direct-sold) Kansas |
Select among 12 static portfolio options and the Cash and Cash Equivalents portfolio. | Enroll Now |
|
Learning Quest Advisor Kansas |
Select among 8 multi-fund portfolios, 11 American Century individual-fund options and the Cash and Cash Equivalent option. | Plan Details |
|
Schwab 529 College Savings Plan Kansas |
Select among 8 multi-fund portfolios and the Cash and Cash Equivalents Portfolio. The static option is available with actively managed or index funds. | Plan Details |
|
KY Saves 529 Kentucky |
Select among four asset allocation options. A mix of equity and fixed income, and active or index-based allocations is available. An FDIC-insured option is also available. | Enroll Now |
|
START Saving Program Louisiana |
Select between the Louisiana Principal Protection Option (100% invested in the state-managed Fixed Earnings Fund), and 6 Vanguard individual fund options. | Plan Details |
|
NextGen 529 -- Client Direct Series Maine |
Select from five diversified portfolios and three single-fund portfolios, including an ESG option, with funds from BlackRock and iShares, the Principal Plus Portfolio or NextGen Savings Portfolio. | Enroll Now |
|
NextGen 529 -- Client Select Series Maine |
Select among 11 diversified portfolios using BlackRock, iShares, Franklin Templeton and MFS funds; 22 individual-fund portfolios using American Century, BlackRock, iShares, Franklin Templeton, MFS, Lord Abbett, MainStay and Neuberger Berman funds; and the Principal Plus Portfolio and NextGen Savings Portfolio. | Plan Details |
|
Maryland 529 -- Maryland Senator Edward J. Kasemeyer College Investment Plan Maryland |
Select among 3 multi-fund portfolios (Equity Portfolio, Balanced Portfolio, Global Equity Market Index Portfolio) and 6 individual-fund portfolios (U.S. Treasury Money Market Portfolio, Inflation Focused Bond Portfolio, Bond and Income Portfolio, U.S Bond Enhanced Index Portfolio, Equity Index 500 Portfolio and Extended Equity Market Index Portfolio). | Plan Details |
|
U.Fund College Investing Plan Massachusetts |
Select among 6 multi-fund portfolios, 5 individual-fund portfolios and a Bank Deposit Portfolio. | Enroll Now |
|
MI 529 Advisor Plan Michigan |
Select among 2 target-risk portfolios (Capital Appreciation and Conservative Allocation), a multi-fund portfolio (Nuveen Alternative Income) and 16 individual-fund portfolios from a number of fund families. | Plan Details |
|
Michigan Education Savings Program (MESP) Michigan |
Select among 6 multi-fund options, one single fund option and a guaranteed option. | Plan Details |
|
Minnesota College Savings Plan Minnesota |
Select among 10 options: 7 multi-fund portfolios, two single fund portfolios, and the Principal Plus Interest Option. | Plan Details |
|
Mississippi Affordable College Savings (MACS) Program Mississippi |
Five multi-fund risk-based options, three single fund options and the Guaranteed Option. | Plan Details |
|
MOST - Missouri's 529 Education Plan (Direct-sold) Missouri |
Select among 6 multi-fund portfolios and 10 individual-fund portfolios. | Plan Details |
|
Achieve Montana Montana |
Select among five asset allocation portfolios: Aggressive, Growth, Moderate, Conservative, Income, and three individual portfolios: Equity Index, Bond Index, and the Capital Preservation Portfolio which invests in the New York Life Guaranteed Investment Account. | Plan Details |
|
Montana Family Education Savings Program -- Bank Plan Montana |
The interest rate on the CollegeSure CD is pegged to a private-college tuition index, less a margin percentage assigned at the time of purchase. The maximum rate in future years is set at a specified percentage over the first-year's rate. The InvestorSure CD has a five-year maturity, and earns interest tied to a percentage of the increase in the S&P 500 Index. Fixed-rate CDs earn interest at the rate posted at the time of purchase, and posted rates may change at any time. The Honors Savings Account earns interest at a variable rate which is reviewed periodically and published online. | Plan Details |
|
Nebraska Education Savings Trust -- Advisor College Savings Plan Nebraska |
Select among 6 static options (All Equity, Growth, Moderate Growth, Balanced, Conservative) and 19 individual-fund portfolios including a money market option. | Plan Details |
|
Nebraska Education Savings Trust -- Direct College Savings Plan Nebraska |
Select among 6 static options (All Equity, Growth, Moderate Growth, Balanced, Conservative and Bank Savings), and 15 individual-fund portfolios including a money market option. | Enroll Now |
|
State Farm 529 Savings Plan Nebraska |
Select among 7 portfolios: All Equity, Growth, Moderate Growth, Balanced, Conservative, Money Market and Bank Savings. | Plan Details |
|
TD Ameritrade 529 College Savings Plan Nebraska |
Select Core or Socially Aware options containing 5 investment portfolios each with varying risk tolerances, and 17 individual-fund portfolios. | Plan Details |
|
Putnam 529 for America Nevada |
3 goal-based options (Aggressive Growth, Growth, and Balanced), 2 Putnam Absolute Return Funds options, and 10 individual-fund options. | Plan Details |
|
SSGA Upromise 529 Plan Nevada |
Select among three risk-based portfolios (aggressive, moderate, or conservative), 15 individual-fund portfolios, and an FDIC-insured savings account. | Plan Details |
|
The Vanguard 529 College Savings Plan Nevada |
Select among 5 multi-fund individual portfolios and 15 single-fund individual portfolios. | Plan Details |
|
USAA 529 College Savings Plan Nevada |
Select among 10 Fixed Allocation portfolios (Very Aggressive, Aggressive Growth, Growth, Moderately Aggressive, Moderate, Moderately Conservative, Conservative, Very Conservative and In-College) and a money-market portfolio (Preservation of Capital). | Plan Details |
|
Fidelity Advisor 529 Plan New Hampshire |
Select among 2 multi-fund portfolios (Aggressive Growth (formerly 100% Equity) and Moderate Growth (formerly 70% Equity)) and 17 individual-fund portfolios. | Plan Details |
|
UNIQUE College Investing Plan New Hampshire |
Select among 6 multi-fund portfolios, 5 individual-fund portfolios and a Bank Deposit Portfolio. | Enroll Now |
|
Franklin Templeton 529 College Savings Plan New Jersey |
Select among 5 multi-fund portfolios, (Franklin Founding Funds, Franklin Growth Allocation, Franklin Corefolio, Franklin Growth & Income Allocation, and Franklin Income Allocation), 8 individual-fund portfolios, and a Franklin U.S. Government Money 529 Portfolio. | Plan Details |
|
NJBEST 529 College Savings Plan New Jersey |
Select among 4 multi-fund portfolios (Franklin Growth Allocation, Franklin Corefolio, Franklin Growth & Income Allocation, and Franklin Income Allocation), S&P 500 Index portfolio, and the Franklin U.S. Government Money 529 portfolio. | Enroll Now |
|
Scholar's Edge New Mexico |
Select among 4 Target-Risk portfolios with varying risk tolerances, 15 individual-fund portfolios, and the Capital Preservation Portfolio. | Plan Details |
|
The Education Plan's College Savings Program New Mexico |
Select among 4 portfolios invested in actively-managed funds, 4 portfolios invested in index funds, and 4 individual-fund portfolios and the Capital Preservation Portfolio. | Plan Details |
|
New York's 529 Advisor-Guided College Savings Plan New York |
Select among 6 multi-fund portfolios with varying risk tolerances and 16 individual-fund portfolios. | Plan Details |
|
New York's 529 College Savings Program -- Direct Plan New York |
Select among 5 multi-fund portfolios (Aggressive Growth, Growth, Moderate Growth, Conservative Growth, and Income), 7 individual fund portfolios, and the Interest Accumulation portfolio. | Enroll Now |
|
NC 529 Plan North Carolina |
Select among a fixed-income portfolio (The Dependable Income Fund), five multi-fund portfolios,four individual-fund portfolios, and a federally-insured deposit account through State Employees' Credit Union. An equity-indexed investment, the Protected Stock Fund, was closed to new investments on February 27, 2008. Also, a 100% equity portfolio, the Active Core Equity Fund, was closed January 31, 2011. | Enroll Now |
|
College SAVE (Advisor) North Dakota |
Six asset allocation portfolios are offered. The Aggressive Growth, Growth, Moderate Growth, and Conservative Growth portfolios invest in Vanguard stock and bond index funds. The Income Portfolio invests in Vanguard bond index funds, inflation-protected securities fund, and the Vanguard Short-Term Reserves Account. The Interest Accumulation Portfolio invests 100% in the Vanguard Short-Term Reserves Account. | Plan Details |
|
College SAVE (Direct) North Dakota |
Six asset allocation portfolios are offered. The Aggressive Growth, Growth, Moderate Growth, and Conservative Growth portfolios invest in Vanguard stock and bond index funds. The Income Portfolio invests in Vanguard bond index funds, inflation-protected securities fund, and the Vanguard Short-Term Reserves Account. The Interest Accumulation Portfolio invests 100% in the Vanguard Short-Term Reserves Account. | Enroll Now |
|
BlackRock CollegeAdvantage Advisor 529 Savings Plan Ohio |
Select among 3 Target-Risk Investment Options (Aggressive Growth, Growth and Moderate) and 17 Single Strategy Investment Options, including 9 equity portfolios, two balanced portfolios, 5 fixed income portfolios, and a money market portfolio. | Plan Details |
|
Ohio's 529 Plan, CollegeAdvantage Ohio |
The Vanguard investment options consist of 5 multi-fund portfolios and 11 individual-fund portfolios. The Fifth Third Bank options consist of certificates of deposit and a savings account. The remaining options include an equity fund and a bond fund from DFA. | Plan Details |
|
Oklahoma College Savings Plan Oklahoma |
Select among 4 multi-fund options (Diversified Equity, Global Equity Index, Balanced, and Fixed Income), 1 individual fund option ( U.S. Equity Index) and the Guaranteed Option. | Plan Details |
|
Oklahoma Dream 529 Plan Oklahoma |
Select among 2 multi-fund portfolios (Capital Appreciation and Capital Preservation) and 10 individual-fund portfolios. | Plan Details |
|
MFS 529 Savings Plan Oregon |
Select among 5 multi-fund options (Aggressive Growth, Growth, Moderate, Conservative andand Lifetime Income) and 13 individual-fund options. | Plan Details |
|
Oregon College Savings Plan Oregon |
Select among 9 multi-fund portfolios, 4 single-fund portfolios, and the FDIC-Insured Option. | Plan Details |
|
Pennsylvania 529 Investment Plan Pennsylvania |
Select among 6 multi-fund portfolios (Aggressive Growth, Growth, Moderate Growth, Conservative Growth, Income, and Conservative Income) and 8 individual-fund portfolios. | Plan Details |
|
CollegeBound 529 (Advisor-sold) Rhode Island |
Select among three Target-Risk Portfolios (Growth, Moderate and Conservative), and 11 individual-fund portfolios. | Plan Details |
|
CollegeBound Saver (Direct-sold) Rhode Island |
Select among three Target-Risk Portfolios (Growth, Moderate Growth and Conservative), seven individual-fund portfolios and a stable value option. | Enroll Now |
|
Future Scholar 529 College Savings Plan (Advisor-sold) South Carolina |
Select among 7 Target Allocation portfolios (Aggressive Growth, Growth, Moderate Growth, Moderate, Moderately Conservative, Conservative and College), 21 individual-fund portfolios, a money market fund, and a bank deposit account. | Plan Details |
|
Future Scholar 529 College Savings Plan (Direct-sold) South Carolina |
Select among 7 Target Allocation portfolios (Aggressive Growth, Growth, Moderate Growth, Moderate, Moderately Conservative, Conservative and College), 7 individual-fund index portfolios, a short-term bond fund, a money market fund, and a bank deposit account. | Enroll Now |
|
CollegeAccess 529 (Advisor-sold) South Dakota |
Select among 3 multi-fund portfolios (Diversified Equity, Diversified Bond, and Ultrashort Bond) and 12 individual fund portfolios. | Plan Details |
|
CollegeAccess 529 (Direct-sold) South Dakota |
A multi-fund portfolio called the Diversified Bond Portfolio and 2 individual-fund portfolios, one invested in the PIMCO Real Return Fund, and one invested in the PIMCO All Asset Fund. | Enroll Now |
|
TNStars College Savings 529 Program Tennessee |
Select among 15 individual options investing in Vanguard, DoubleLine, Western Asset or Primecap funds, or an interest bearing account option with First Tennessee Bank National Association. | Plan Details |
|
Lonestar 529 Plan Texas |
Select among 2 multi-fund portfolios (the 100% Equity portfolio and the Balanced portfolio) and 10 individual-fund portfolios. | Plan Details |
|
Texas College Savings Plan Texas |
Select among 4 multi-fund portfolios (two of which use only index funds), 2 individual-fund bond portfolios, and the U.S. Government Money Market Portfolio. | Plan Details |
|
my529 Utah |
Seven static investment options are offered, allowing selection among one individual-fund index portfolio, one fixed income multi-fund portfolio, four equity-index multi-fund portfolios, and an FDIC-insured account held in trust by my529 at Sallie Mae Bank and U.S. Bank National Association (U.S. Bank). An eighth, the Customized Static Option, allows for a customized mix of investments using as many as 30 underlying fund choices. | Plan Details |
|
Vermont Higher Education Investment Plan Vermont |
Choose from among 5 multi-fund options (Diversified Equity Portfolio, Equity Index Portfolio, Balanced Portfolio, Fixed Income Portfolio, and the Principal Plus Interest Option). | Plan Details |
|
CollegeAmerica Virginia |
Select among various multi-fund objective based portfolios, U.S. Government Money Market or individual mutual funds from American Funds. | Plan Details |
|
Invest529 Virginia |
Select among 15 portfolios, including an Invesco stable value option and an FDIC-insured savings option. Twelve of the portfolios invest in Vanguard funds. The ESG Core Equity Portfolio invests in the Parnassus Core Equity Fund. | Enroll Now |
|
DreamAhead College Investment Plan Washington |
Select among seven static investment options. | Enroll Now |
|
SMART529 Select West Virginia |
Select among 10 multi-fund portfolios with varying risk tolerances. | Plan Details |
|
SMART529 WV Direct College Savings Plan West Virginia |
Select among 5 multi-fund portfolios (Aggressive Growth, Growth, Balanced, Conservative Balanced, and Conservative Bond), the SMART529 Stable Value portfolio and the SMART529 500 Index Fund. | Plan Details |
|
The Hartford SMART529 West Virginia |
Select among 5 multi-fund portfolios (Aggressive Growth, Growth, Balanced, Conservative Balanced, and Checks and Balances), 13 individual-fund portfolios, and a stable value portfolio. | Plan Details |
|
Edvest Wisconsin |
Select among 3 index-based multi-fund portfolios (Aggressive, Moderate, Conservative), 3 active-based multi-fund portfolios (Aggressive, Moderate, Conservative), two additional multi-fund portfolios, 5 individual-fund portfolios, a bank CD Portfolio and a principal plus interest portfolio that guarantees an annual interest rate of 1% - 3%. | Plan Details |
|
Tomorrow's Scholar 529 Plan Wisconsin |
Select among 5 multi-fund portfolios with varying risk tolerances and 18 single fund options. | Plan Details |
