529 Plan Investment Options

Just like your 401k or IRA, your 529 plan's performance will be based on its underlying investments, so it's important to select the right combination of potential risk and reward to meet your needs.

Each plan's investment options pages help you make the best choice by highlighting details of their underlying investments in a visually friendly and easy to read format, including expense ratio, historical returns and asset allocation.

State 529 Plans

Alabama

CollegeCounts 529 Fund

The manager for the Alabama CollegeCounts 529 Fund direct-sold savings program changed from Van Kampen to Union Bank and Trust Company in August 2010. It features age-based, static and individual fund portfolio options using mutual funds from multipl...

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CollegeCounts 529 Fund Advisor Plan

The manager for Alabama CollegeCounts 529 Fund Advisor Plan changed from Van Kampen to Union Bank and Trust Company in August 2010. It features age-based, static and individual fund portfolio options using mutual funds from multiple fund firms.

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Alaska

John Hancock Freedom 529

T. Rowe Price and John Hancock have teamed up with Alaska to offer the John Hancock Freedom 529 advisor-sold 529 savings program. It features enrollment-based and static portfolios utilizing mutual funds from over 20 asset managers.

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T. Rowe Price College Savings Plan

T. Rowe Price College Savings Plan, the nationally-branded version of Alaska's direct-sold 529 savings program mirrors the University of Alaska College Savings Plan but lacks the ACT Portfolio found in the UA program. The enrollment-based and static ...

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University of Alaska College Savings Plan

The University of Alaska College Savings Plan is a direct-sold 529 savings plan. The Program features both enrollment-based and static portfolios, along with an additional portfolio called the ACT Portfolio providing special benefits to future Univer...

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Arizona

Arizona Family College Savings Program

College Savings Bank, a Division of NexBank SSB offers two FDIC-insured options as part of the Arizona Family College Savings Program: (1) fixed-rate CDs with one-year, two-year or three-year maturities; and (2) the CollegeSure Honors Savings Account...

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Fidelity Arizona College Savings Plan

The Fidelity Arizona College Savings Plan is a Fidelity-managed 529 plan follows the same approach as other Fidelity plans in Delaware, Massachusetts and New Hampshire. It features three age-based options; one using Fidelity mutual funds; one using F...

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Ivy InvestEd 529 Plan

The Arizona Ivy InvestEd 529 Plan is an advisor-sold 529 savings program that features six fund-of-fund mutual funds from Ivy Investment Management Company, available as either static investment options or as part of an age-based strategy, plus 20 in...

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Arkansas

GIFT College Investing Plan

The team of Ascensus College Savings and The Vanguard Group manages the Arkansas' GIFT College Investing Plan, featuring age-based and static portfolio options utilizing Vanguard mutual funds, and an FDIC-insured savings option. Accounts can be linke...

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iShares 529 Plan

Arkansas' iShares 529 Plan from BlackRock is comprised solely of iShares ETFs and offers 7 year-of-enrollment portfolios, 4 asset allocation options, and 17 individual portfolios. These 21 portfolios can be mixed and matched or used independently of ...

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California

ScholarShare 529

California's ScholarShare 529 is available to residents of any state. It offers a variety of investment options from TIAA-CREF, T. Rowe Price, and others.

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Colorado

Direct Portfolio College Savings Plan

The team of Ascensus Broker Dealer Services, Inc. and The Vanguard Group manages the Colorado Direct Portfolio College Savings Plan. It features age-based and static portfolio options utilizing Vanguard mutual funds. Accounts can be linked to the Upr...

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Scholars Choice College Savings Program

The Colorado Scholars Choice College Savings Program, a Legg Mason-managed 529 savings program is sold exclusively through advisors. It features a lineup of age-based, static multi-fund, and individual fund portfolio options utilizing funds managed b...

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Smart Choice College Savings Plan

Colorado's Smart Choice College Savings Plan offers two FDIC-insured options through FirstBank: a one-year time savings account and a money market savings account.

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Stable Value Plus College Savings Program

The Colorado Stable Value Plus College Savings Program offers a single option: a stable-value investment under a funding agreement with MetLife that declares a new interest rate each year.

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Connecticut

Connecticut Higher Education Trust (CHET)

Similar to other TIAA-managed 529 savings programs, the Connecticut Higher Education Trust (CHET) features three age-based options along with eight static investment options.

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Connecticut Higher Education Trust (CHET) -- Advisor Plan

The Connecticut Higher Education Trust (CHET) Advisor Plan is managed by Hartford Funds and features age-based, static, and individual portfolio options. Underlying investments include Hartford Funds mutual funds, two iShares (BlackRock) mutual funds...

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Delaware

Delaware College Investment Plan

Delaware College Investment Plan, a Fidelity-managed 529 plan follows the same approach as other Fidelity plans in Arizona, Massachusetts and New Hampshire. It features three age-based options; one using Fidelity mutual funds; one using Fidelity inde...

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District of Columbia

DC College Savings Plan

The DC College Savings Plan is managed by Ascensus College Savings. Ascensus succeeded Calvert Investments as program manager in March 2017. The plan features a menu of age-based and static portfolio options utilizing investments from BlackRock, Vang...

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Florida

Florida 529 Savings Plan

Florida 529 Savings Plan - Instead of utilizing mutual funds, the Florida Prepaid College Board hires various money management firms to manage the separate investment pools, which are available as either static portfolios or as part of an age-based s...

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Georgia

Path2College 529 Plan

The Georgia Path2College 529 Plan, a TIAA-managed 529 savings program features two age-based options and five fixed options including a guaranteed option with interest at a rate between 1% and 3% as declared each October.

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Hawaii

Hawaii's College Savings Program

Hawaii's College Savings Program switched program managers in November 2007 from Delaware Investments to Upromise Investments, Inc., which was acquired by Ascensus College Savings in 2013. The program uses Vanguard Funds in its age-based option, four...

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Idaho

Idaho College Savings Program (IDeal)

The Idaho College Savings Program (IDeal) is managed by Ascensus College Savings and offers 10 investment options: three age-based options, six fixed portfolios using Vanguard mutual funds, and a Savings Portfolio invested in the Sallie Mae High-Yiel...

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Illinois

Bright Directions Advisor-Guided 529 College Savings Program

The Illinois Bright Directions Advisor-Guided 529 College Savings Program, sold through brokers and fee-based financial advisors, features an extensive multi-manager platform offering a large number of age-based, static multi-fund, and individual-fun...

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Bright Start Direct-Sold College Savings Program

Union Bank & Trust Company succeeded Oppenheimer Funds, Inc. as program manager of the Bright Start College Savings Program in July 2017. The Illinois direct-sold Plan features three age-based options using either a multi-firm or index-based strategy...

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Indiana

CollegeChoice 529 Direct Savings Plan

In September 2008, Upromise Investments, Inc., which was acquired by Ascensus College Savings in 2013, took over the management of the Indiana CollegeChoice 529 Direct Savings Plan from JPMorgan, and it now features an age-based option using Vanguard...

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CollegeChoice Advisor 529 Savings Plan

Upromise Investments, Inc., which was acquired by Ascensus College Savings in 2013, became manager of the Indiana CollegeChoice Advisor 529 Savings Plan in September 2008, replacing JPMorgan. The plan uses iShares, Schwab and Vanguard ETFs in its Yea...

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CollegeChoice CD 529 Savings Plan

Two FDIC-insured options are offered in the CollegeChoice CD 529 Savings Plan: (1) fixed-rate CDs with one-year, two-year or three-year maturities, and (2) the Honors Savings Account, a high-yield savings account available from College Savings Bank, ...

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Iowa

College Savings Iowa

College Savings Iowa is a direct-sold 529 college savings plan available to residents of any state offering low fees and 14 investment options from Vanguard. Iowa residents may enjoy a state tax deduction for contributions to the plan.

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IAdvisor 529 Plan

The IAdvisor 529 Plan is managed by Voya Investment Management Co. LLC. Voya succeeded Upromise Investments as program manager in March 2013. The revised program features an age-based option, five static allocation options, and 13 single fund options...

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Kansas

Learning Quest 529 Education Savings Program (Direct-sold)

American Century manages the Learning Quest 529 Education Savings Program (Direct-sold) for Kansas, featuring three age-based tracks with a mix of American Century, Vanguard and Baird funds, one age-based track with Vanguard index funds, 15 static op...

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Learning Quest Advisor

Kansas Learning Quest Advisor version of Learning Quest was overhauled in May 2007 and now offers multi-manager age-based portfolios and static portfolios in addition to a menu of individual funds. Accounts can be linked to the Upromise rewards servi...

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Schwab 529 College Savings Plan

The Kansas Schwab 529 College Savings Plan is available through discount broker Charles Schwab and managed by American Century. The Plan utilizes a variety of mutual fund families in its age-based and static portfolio options. Accounts can be linked ...

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Kentucky

Kentucky Education Savings Plan Trust

The Kentucky Education Savings Plan Trust is similar to other TIAA-managed 529 savings programs. The Plan features an age-based option, two 100% equity options, a balanced option, a fixed income option, and a guaranteed option.

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Louisiana

START Saving Program

The START Saving Program requires Louisiana residency to participate. It is subsidized by the state, resulting in no costs to the participant above the underlying fund costs. Vanguard funds and the State Treasurer's fixed income fund are utilized in ...

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Maine

NextGen 529 -- Client Direct Series

The Maine NextGen 529 -- Client Direct Series is available through Merrill Edge. The plan utilizes BlackRock (including iShares) funds in its age-based and static options. In addition, the Principal Plus Portfolio and the NextGen Savings Portfolio a...

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NextGen 529 -- Client Select Series

The Maine NextGen 529 -- Client Select Series advisor-sold 529 plan consists of age-based, static multi-fund, and individual-fund options from a number of money managers: American Century, BlackRock, Franklin Templeton, iShares, Lord Abbett, MainStay...

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Maryland

Maryland 529 -- College Investment Plan

The Maryland 529 -- College Investment Plan is a direct-sold 529 plan available to residents of any state, and offers investment options from T. Rowe Price. Maryland residents may enjoy a state tax deduction for contributions to the plan.

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Massachusetts

U.Fund College Investing Plan

Massachusetts' U.Fund College Investing Plan, a Fidelity-managed 529 plan follows the same approach as other Fidelity plans in Arizona, Delaware and New Hampshire. It features three age-based options; one using Fidelity mutual funds; one using Fideli...

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Michigan

MI 529 Advisor Plan

MI 529 Advisor Plan, managed by TIAA-CREF Tuition Financing, Inc., features age-based, asset-allocation, and individual-fund portfolios using funds from ten investment managers.

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Michigan Education Savings Program (MESP)

The Michigan Education Savings Program is similar to other TIAA-managed 529 savings programs. The Program features an age-based option, four multi-fund options, a single fund option and a principal protection option.

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Minnesota

Minnesota College Savings Plan

Minnesota College Savings Plan is a TIAA-managed 529 savings program features an age-based option and ten fixed options including a guaranteed option.

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Mississippi

Mississippi Affordable College Savings (MACS) Program

The manager for the Mississippi Affordable College Savings (MACS) Program changed from TIAA-CREF to Intuition College Savings Solutions, LLC in June 2017. The plan features an age-based option, five risk-based options, three individual fund options a...

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Missouri

MOST - Missouri's 529 Savings Plan (Direct-sold)

Missouri's 529 Savings Plan (Direct-sold), managed by Ascensus College Savings, features three-age based options and 16 static portfolios with funds from Vanguard and Dimensional Fund Advisors. Accounts can be linked to the Upromise rewards service.

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Montana

Achieve Montana

The Montana Family Education Savings Program -- Investment Plan was renamed Achieve Montana with a new suite of investments added in October 2015. Ascensus College Savings continues to serve as program manager for this direct-sold plan. Five investme...

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Montana Family Education Savings Program -- Bank Plan

The Montana Family Education Savings Program -- Bank Plan was closed to new enrollments and investments as of July 31, 2015. College Savings Bank, a Division of NexBank SSB continues to provide services to the plan including investment management, cu...

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Nebraska

Nebraska Education Savings Trust -- Advisor College Savings Plan

Nebraska Education Savings Trust -- Advisor College Savings Plan switched program managers in December 2010 from Union Bank and Trust Company of Lincoln, Nebraska to First National Bank of Omaha. Accounts can be linked to the Upromise rewards service...

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Nebraska Education Savings Trust -- Direct College Savings Plan

Nebraska Education Savings Trust -- Direct College Savings Plan switched program managers in December 2010 from Union Bank and Trust Company of Lincoln, Nebraska to First National Bank of Omaha. Accounts can be linked to the Upromise rewards service.

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State Farm College Savings Plan

Nebraska's State Farm College Savings Plan utilizes Vanguard, State Street, DFA and iShares funds in its age-based and static portfolios. First National Bank serves as program manager and assumed responsibilities as plan distributor from Oppenheimer ...

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TD Ameritrade 529 College Savings Plan

Nebraska's TD Ameritrade 529 College Savings Plan is very similar to The Nebraska Education Savings Trust, but is offered through discount broker TD Ameritrade at a slightly higher cost than the direct-sold Nebraska plan.

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Nevada

Putnam 529 for America

Launched in October 2010, Nevada's Putnam 529 for America advisor-sold 529 savings plan offers an age-based option, 3 goal-based options, 10 individual-fund options, and 2 options consisting of the Putnam Absolute Return Funds. The 10 individual-fund...

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SSGA Upromise 529 Plan

The SSGA Upromise 529 plan offers a variety of investment options that use SPDR ETFs as the main investment vehicle. The Plan is managed by Ascensus College Savings with State Street Global Advisors as the investment manager. The program features col...

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The Vanguard 529 College Savings Plan

The Vanguard 529 College Savings Plan, offered by Nevada, is available to residents of any state, and offers low costs, experience and easy-to-manage savings options.

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USAA 529 College Savings Plan

Nevada's USAA 529 College Savings Plan is available to the general public and features age-based and static porfolio options utilizing USAA mutual funds. Accounts can be linked to the Upromise rewards service.

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Wealthfront 529 College Savings Plan

The Wealthfront 529 College Savings Plan is an advisor-sold plan sponsored by the State of Nevada with Ascensus Broker Dealer Services, Inc. serving as program manager. Wealthfront is a completely online platform serving as an automated investment ad...

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New Hampshire

Fidelity Advisor 529 Plan

In addition to its direct-sold 529 plans, Fidelity offers Fidelity Advisor 529 Plan through brokers, utilizing Fidelity Advisor funds in its age-based, static, and individual fund portfolio options.

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UNIQUE College Investing Plan

New Hampshire's UNIQUE College Investing Plan is Fidelity-managed 529 plan follows the same approach as other Fidelity plans in Arizona, Delaware and Massachusetts. It features three age-based options; one using Fidelity mutual funds, one using Fidel...

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New Jersey

Franklin Templeton 529 College Savings Plan

New Jersey Franklin Templeton 529 College Savings Plan is an advisor-sold 529 savings program managed by Franklin Templeton featuring age-based and static portfolio options utilizing mutual funds and/or ETFs along with a money market option.

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NJBEST 529 College Savings Plan

New Jersey's NJBEST 529 College Savings Plan is managed by Franklin Templeton and features age-based and static portfolio options utilizing mutual funds and/or ETFs along with a money market option.

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New Mexico

Scholar's Edge

New Mexico's Scholar'sEdge, an advisor-sold 529 savings program, managed by OppenheimerFunds, features age-based and static portfolio options utilizing OppenheimerFunds, American Century, MainStay and T. Rowe Price mutual funds along with a stable va...

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The Education Plan's College Savings Program

The Education Plan College Savings Program is managed by OppenheimerFunds and features age-based and static portfolio options, some of which are a blend of active-managed funds and index funds, and others are entirely composed of index funds.

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New York

New York's 529 Advisor-Guided College Savings Plan

In May 2012 New York's 529 College Savings Program was renamed New York's 529 Advisor-Guided College Savings Plan. Ascensus Broker Dealer Services, Inc. (formerly Upromise Investments, Inc.) serves as Progam Manager but J.P. Morgan Investment Managem...

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New York's 529 College Savings Program -- Direct Plan

New York's direct-sold 529 college savings plan is available to residents of any state. It offers low fees and diverse investment options featuring Vanguard mutual funds. New York residents may enjoy a state tax deduction for contributions to the pla...

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North Carolina

National College Savings Program

North Carolina's National College Savings program features Vanguard funds in its age-based and static options, and a federally-insured deposit option through the State Employees Credit Union.

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North Dakota

College SAVE (Advisor)

North Dakota's College SAVE, managed by Ascensus College Savings, offers 9 investment options: three age-based options and six individual portfolios managed by Vanguard. In May 2017, the plan added an advisor-sold share class. Accounts can be linked ...

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College SAVE (Direct)

North Dakota's College SAVE, managed by Ascensus College Savings, offers 9 investment options: three age-based options and six individual portfolios managed by Vanguard. Accounts can be linked to the Upromise rewards service.

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Ohio

BlackRock CollegeAdvantage Advisor 529 Savings Plan

The Ohio BlackRock CollegeAdvantage 529 Plan is an advisor-sold 529 savings program offering five target date investment options, three target-risk options, and 17 single-fund options featuring BlackRock mutual funds, iShares exchange-traded funds, a...

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Ohio’s 529 Plan, CollegeAdvantage

The investment menu in Ohio's 529 Plan, CollegeAdvantage features 3 age-based options and 5 risk-based options using Vanguard funds, a college enrollment-based option and 13 static investment options using Vanguard and DFA funds, and 2 types of FDIC...

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Oklahoma

Oklahoma College Savings Plan

Oklahoma College Savings Plan, a TIAA-managed 529 savings program features three age-based options, three equity options, a balanced option, a fixed income option, and a guaranteed option.

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Oklahoma Dream 529 Plan

Oklahoma Dream 529 Plan, an advisor-sold 529 savings plan, managed by TIAA-CREF Tuition Financing, Inc. and Allianz Global Investors Distributors LLC, features 18 mutual fund portfolios from 3 different money managers.

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Oregon

MFS 529 Savings Plan

Oregon's MFS 529 Savings Plan, an advisor-sold 529 savings program features age-based and static portfolio options utilizing MFS mutual funds.

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Oregon College Savings Plan

Sumday Administration, LLC succeeded TIAA-CREF as program manager of the Oregon College Savings Plan on September 10, 2018. The plan features enrollment-based and static portfolio options utilizing mutual funds from a variety of fund families and an ...

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Pennsylvania

Pennsylvania 529 Investment Plan

Pennsylvania's 529 Investment Plan is available to residents of any state, and offers 15 Vanguard investment options, including a socially responsible equity portfolio. Pennsylvania residents may enjoy a state tax deduction for contributions to the p...

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Rhode Island

CollegeBound 529 (Advisor-sold)

Rhode Island's CollegeBound 529 savings program is managed by Ascensus College Savings with Invesco Advisors, Inc. as investment manager. The plan is sold through brokers (unit classes A, AR, and C) and registered investment advisors (unit class I). ...

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CollegeBound Saver (Direct-sold)

The CollegeBound Saver program is Rhode Island's direct-sold plan open to Rhode Island residents and non-residents. It features a menu of age-based and static portfolio options utilizing Invesco, Vanguard and BlackRock mutual funds along with a stabl...

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South Carolina

Future Scholar 529 College Savings Plan (Advisor-sold)

South Carolina's Future Scholar 529 College Savings Plan (Advisor-sold) features an extensive menu of age-based and static portfolio options utilizing mutual funds from Columbia and a number of other fund families. Although sharing the same program n...

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Future Scholar 529 College Savings Plan (Direct-sold)

The Future Scholar 529 College Savings Plan is only available to residents of South Carolina. It offers investment options from Columbia and Vanguard and a $426,000 contribution limit. Residents of South Carolina may enjoy a state tax deduction for c...

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South Dakota

CollegeAccess 529 (Advisor-sold)

The South Dakota CollegeAccess 529 advisor-sold only plan offers age-based, static asset allocation, and individual fund portfolio options utilizing a large array of investment managers including Allianz Global Investors U.S., DFA, Dodge & Cox, Dreyf...

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CollegeAccess 529 (Direct-sold)

South Dakota's CollegeAccess 529 (Direct-sold) program is available only to those who meet certain South Dakota residency requirements, this 529 savings program features an age-based option, one fixed income static portfolio and two single fund portf...

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Tennessee

TNStars College Savings 529 Program

The TNStars College Savings 529 Program is administered by the Tennessee Treasury Department. It features an age-based option, individual investment options with underlying funds from a range of fund companies including Vanguard, DFA, and Primecap, a...

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Texas

Lonestar 529 Plan

The program management of Texas' Lonestar 529 Plan was assumed by NorthStar Financial Services Group, LLC in September 2014. The plan offers an age-based option, two multi-fund portfolios, and 10 individual fund portfolios.

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Texas College Savings Plan

The Texas College Savings plan, managed by NorthStar Financial Services Group, LLC offers two age-based investment options and seven static options using underlying investments managed by Artisan, DFA, Dodge & Cox, Dreyfus, Invesco, T. Rowe Price, T...

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Utah

my529

my529, formerly named Utah Educational Savings Plan (UESP), is a direct-sold 529 college savings plan available to residents of any state. my529 offers investment options consisting of Vanguard and Dimensional funds, the PIMCO Interest Income Fund an...

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Vermont

Vermont Higher Education Investment Plan

The Vermont Higher Education Investment Plan features age-based and static options from Vanguard and DFA. The plan also offers a TIAA-CREF life insurance product option.

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Virginia

CollegeAmerica

Virginia's CollegeAmerica is an advisor-sold 529 plan that makes available a line-up target date fund portfolios, multi-fund portfolios, individual fund portfolios from American Funds through Class 529-A, 529-C, 529-E and 529-F-1 shares.

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Invest529

Invest529, Virginia's direct-sold college savings plan is available to residents of any state, and offers low fees, diverse investment options and tax benefits for residents.

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Washington

DreamAhead College Investment Plan

The DreamAhead College Investment Plan is sponsored and distributed by the Washington Student Achievement Council. Sumday Administration, LLC, a BNY Mellon Company, provides program management, recordkeeping and administrative support services. Inves...

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West Virginia

SMART529 Select

The West Virginia SMART529 Select 529 savings program is managed by Hartford Funds and features age-based and static portfolio options utilizing Dimensional Fund Advisors mutual funds. Although DFA funds are typically available only through financial...

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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 we...

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The Hartford SMART529

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 op...

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Wisconsin

Edvest

Wisconsin's Edvest is a direct-sold 529 college savings plan available to residents of any state, and offers low minimums and a variety of investment options from TIAA-CREF, T. Rowe Price and others. Wisconsin residents may enjoy a state tax deductio...

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Tomorrow's Scholar 529 Plan

Voya, under contract with TIAA-CREF Tuition Financing, Inc., manages Wisconsin's Tomorrow's Scholar® 529 savings program. Voya succeeded Wells Fargo as program manager in late October 2012. The revised program features nine age-based options, fiv...

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