MISC
Plan: Ohio’s 529 Plan, CollegeAdvantage
Portfolio: Vanguard Wellington Option
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Asset Allocation
Asset Class | % Assets | Category Avg. |
---|---|---|
US Stock ![]() |
65.00% | 49.58% |
Foreign Stock ![]() |
0.00% | 22.04% |
Real Estate ![]() |
0.00% | 1.91% |
Bond ![]() |
35.00% | 24.11% |
Short Term Bond ![]() |
0.00% | 1.73% |
Cash / MM ![]() |
0.00% | 0.63% |
Performance
Fees and Expenses (1 Year)

Growth of $10,000
Calculate Total Fees
Data as of 09/30/2019.
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 here.
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Financial Professionals
Top 529 College Savings Plans
One-year rankings are based on a plan's average investment returns over the last 12 months.
State | Plan Name | |
---|---|---|
1 | Pennsylvania | Pennsylvania 529 Investment Plan |
2 | Louisiana | START Saving Program |
3 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
State | Plan Name | |
---|---|---|
1 | West Virginia | SMART529 WV Direct College Savings Plan |
2 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
3 | Delaware | Delaware College Investment Plan |
Five-year rankings are based on a plan's average annual investment returns over the last five years
State | Plan Name | |
---|---|---|
1 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
2 | New York | New York's 529 College Savings Program -- Direct Plan |
3 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
10-year rankings are based on a plan's average annual investment returns over the last ten years.
State | Plan Name | |
---|---|---|
1 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
2 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
3 | New York | New York's 529 College Savings Program -- Direct Plan |