ScholarShare 529

SMART INVESTMENTS

Watch a video on how ScholarShare 529 helps you save for college with smart investments.

Investments that
mature with your kids.

OPEN AN ACCOUNT

SMART INVESTMENTS

Investments that
mature with your kids.

Watch a video on how ScholarShare 529 helps you save for college with smart investments.

Enrollment Year Investment Portfolios—
our most popular investment option.

Enrollment Year Investment Portfolios are a set of portfolios whose asset allocation adjusts automatically as your kid’s enrollment year approaches. Portfolios indicate the year they are likely to need their college savings. Available in active and passive investment strategies, choose one that fits your goals, risk tolerance and savings time horizon.

Slide the bar to the portfolio that matches the year your child will need their funds.
Enrollment Year Investment Portfolio:

MORE Investment
Options:

Guaranteed Investment Portfolios

if your kid is nearing college or you want to minimize risk. Guaranteed Investment Portfolios

Custom Built Portfolios

if you want to select from an array of investment choices. Custom Built Portfolios

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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