ScholarShare 529

LOW FEES

Watch a video on how ScholarShare 529 helps you save for college with low-cost investments.

Savings can grow faster
with our low-cost
investments.

OPEN AN ACCOUNT

LOW FEES

Savings can grow faster
with our low-cost
investments.

Watch a video on how ScholarShare 529 helps you save for college with low-cost investments.

ScholarShare 529 low investment
expenses stand out from the crowd.

Low Fees Icon
  • Less than half the cost of average 529 plans
  • Only one-third the cost of average broker sold plans

Source: ISS Market Intelligence 529 College Savings Quarterly Fee Analysis Second Quarter 2020. ScholarShare 529, 28 bps; all plans average, 58 bps; direct sold plans, 40 bps; broker sold plans, 87 bps.

Plus, we never charge you
these fees...

  • NO Application Fees
  • NO Cancellation Fees
  • NO Change-in-Beneficiary Fees
  • NO Change-in-Investment-Portfolio Fees
  • NO Loads or Sales Charges
  • NO Commissions
  • NO Transfer Fees

With ScholarShare 529, you get tax-free growth, low fees, smart investments and flexibility from a Gold-rated1 college savings plan.

1In an annual review (10/22/2019) of the largest 529 college savings plans (62 total), Morningstar identified 30 plans that rose above their typical peers, awarding those plans Gold, Silver and Bronze Morningstar Analyst Ratings for 2019. These forward-looking, qualitative ratings signal Morningstar's conviction in the plans' abilities to outperform their relevant benchmark and peer groups on a risk-adjusted basis over the long term. Morningstar evaluates college savings plans based on five key pillars - Process, Performance, People, Parent and Price. For more information about Morningstar's overview of ScholarShare 529, go to Morningstar.com. Past performance does not predict future results. Source: Morningstar.com. A Morningstar Analyst Rating for a 529 college savings plan is not a credit or risk rating. Analyst ratings are subjective in nature and should not be used as the sole basis for investment decisions.

Getting Started is Easy...

step1

Learn About the Plan

Find out about the plan benefits, how it works, the tax advantages, and how the funds can be used.

step2

Research Investments

Choose investment portfolios that fit your life-stage and goals, including age-based options.

step3

Open an Account

Open your ScholarShare 529 account today and start out on the path to saving for college.

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