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Direct Plan’s “Top Ten” Investment Options

CollegeAdvantage is your plan, your way. The Direct Plan from Ohio’s 529 Savings Program offers a diverse range of investment options from which you can create a strategy that is best fits your family’s needs as well as your college-saving goals. These 529 saving options include ready-made age-based portfolios, ready-made risk-based portfolios, individual investment options, and FDIC-insured banking options, all provided from our partners and leading investment managers — Vanguard, Dimensional Fund Advisors, and Fifth Third Bank.

Are you wondering which ones are the most popular with Direct Plan account owners? We’ve gathered that data into a “Top Ten” list so you can see which investment options hold the largest balances of customer’s Direct Plan accounts.

Here are the 10 investment options with the highest value of assets under management (fund balances in millions, as of Dec. 31, 2016):

  1. Vanguard Aggressive Age-Based Portfolio (ready-made age-based portfolio), $1,004.94
  2. Vanguard Moderate Age-Based Portfolio (ready-made age-based portfolio), $637.09
  3. Advantage Age-Based Portfolio (ready-made age-based portfolio), $524.04
  4. Vanguard 500 Index Option (individual investment option), $458.40
  5. Vanguard Aggressive Growth Index Portfolio (ready-made risk-based portfolio), $366.50
  6. Vanguard Growth Index Portfolio (ready-made risk-based portfolio), $231.90
  7. Vanguard Extended Market Index Option (individual investment option), $208.99
  8. Vanguard Wellington Option (individual investment option), $193.74
  9. Vanguard Moderate Growth Index Portfolio (ready-made risk-based portfolio), $166.53
  10. Fifth Third Savings Account (FDIC-insured bank option), $152.12

The total balance of all 24 investment options offered in the CollegeAdvantage Direct Plan as of Dec. 31, 2016, was $4.854 billion, an increase of 12.4% over the prior year (as of Dec. 31, 2015).

Learn more about our investment options and review their performance. After you do so, it might be time to review your college-savings goals or open an account!

Please Note:
CollegeAdvantage is a 529 college savings plan offered and administered by the Ohio Tuition Trust Authority, an office within the Ohio Department of Higher Education. Before investing, please read the Offering Statement and all Supplements carefully and consider risks, fees, your investment objectives, and other relevant factors, before investing. If you are not a taxpayer in the State of Ohio, you should consider whether your home state offers any state tax or other benefits for investing in its 529 Plan. Other than the Fifth Third Investment Options (Banking Options), money contributed to an Account is not a bank deposit and is not insured by the FDIC or guaranteed in any way. Except for contributions invested in Banking Options, participants assume all investment risk related to the CollegeAdvantage Direct Plan, including the potential loss of Principal. Contributions invested in Banking Options are an obligation of Fifth Third Bank and are insured by the FDIC, subject to certain limitations. 

Posted on January 11, 2017

Ohio Tuition Trust Authority

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