There’s a reason Morningstar rated CollegeAdvantage one of the nation’s top-five 529 plans: because it works. When you manage your investment allocation yourself, you’re in control of your own future. The Direct Plan puts the power of tax-free earnings and time squarely in your hands.
The good, the better, and the best a CollegeAdvantage 529 plan has to offer.
CollegeAdvantage offers a wide variety of investment options to appeal to the diverse needs of families saving for college.
Age-based options are ready-made college savings portfolios designed to provide growth toward reaching your college savings goals over a specific time horizon.
Balanced options are invested in a predetermined mix of stocks and bonds that remain constant throughout the life of your account.
For those seeking a safe alternative, bank options provide you with the security of a guaranteed rate of return, no fees, FDIC backing, and premium rates of interest.
Capital preservation (cash) and fixed income (bond) options may appeal to investors seeking to diversify their investment portfolio and reduce investment risk.
CollegeAdvantage offers a diverse choice of individual equity options from various segments of the stock market.
These options may appeal to investors willing to take on higher risk with the potential for higher returns over time or those looking to diversify their portfolio.
"I've been on this plan for 2 years, it is awesome. So simplistic, but the benefits are great too. " -Timothy F.
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See all of our CollegeAdvantage direct investment options in a summary booklet.
