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What’s On The Ohio 529 Plan “Top Ten List” ?

Whether you’re about to open a 529 college savings plan or you’ve been saving in Ohio’s 529 Plan, CollegeAdvantage, diligently for your child’s higher education expenses, you may be curious about all the 529 investment options available.

Ohio’s 529 Plan offers a diverse range of investment options from which you can create your college-savings strategy. 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 — VanguardDimensional Fund Advisors, and Fifth Third Bank. Ohio’s 529 Plan also offers tools and calculators to help you shape the college savings plan that right for your family’s needs.

Would you like to know which investment options other Ohio’s Direct 529 Plan account owners have selected? Here’s the latest “Top Ten List”, with the portfolios that hold the largest balances of customer’s Direct Plan accounts.

Top 10 investments options in Ohio’s Direct 529 Plan

The top 10 investment options with the highest value of assets under management (fund balances in millions, as of June 30, 2018) are:

  1. Vanguard Aggressive Age-Based Portfolio (ready-made age-based portfolio), $1,263.58
  2. Vanguard Moderate Age-Based Portfolio (ready-made age-based portfolio), $757.49
  3. Advantage Age-Based Portfolio (ready-made age-based portfolio), $656.50
  4. Vanguard 500 Index Option (individual investment option), $588.48
  5. Vanguard Aggressive Growth Index Portfolio (ready-made risk-based portfolio), $468.99
  6. Vanguard Growth Index Portfolio (ready-made risk-based portfolio), $277.06
  7. Vanguard Extended Market Index Option (individual investment option), $251.42
  8. Vanguard Wellington Option (individual investment option), $231.41
  9. Vanguard Moderate Growth Index Portfolio (ready-made risk-based portfolio), $194.13
  10. Vanguard Total International Stock Index Option (individual investment option), $154.89

If you’re ready to start saving for your child’s future college expenses, it’s simple to go online to open an account in minutes. If you already have a 529 plan, it might be time to review your new life-stage account strategy or perform account maintenance. Or if you'd like to check that you're on track for your goals, use our College Savings Planner tool and other 529 calculators to check your risk tolerance, and see how much a tax-free 529 account can grow, compared to a taxable savings account. If you haven't openeda 529 college savings plan yet, there's a tool that can show the cost of waiting to save. or see how And remember: A 529 college savings plan is an excellent alternative to student loan debt. Ohio’s 529 Plan, CollegeAdvantage, is your plan, your way.

Posted on September 12, 2018

Ohio Tuition Trust Authority

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