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Ohio 529 Top Ten Investment Options Q3 CY19

529 Tips

What’s On The Ohio 529 Plan “Top Ten List” for Q3 2019?

You want to make the smartest decision possible in all aspects of your life. When you start saving for your child’s future higher education in Ohio’s 529 Plan, CollegeAdvantage, you will need to select which investment options you would like to place your funds.

Ohio’s 529 Plan offers a diverse range of investment options from which you can build 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.

If you are wondering in which investment options other account owners have selected to put their college savings, here’s the latest “Top Ten List” of the portfolios that hold the largest balances of customers’ Direct Plan accounts, for the third quarter of 2019.

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 October 31, 2019) are:

  1. Vanguard Aggressive Age-Based Portfolio (ready-made age-based portfolio), $1,485.44

  2. Vanguard Moderate Age-Based Portfolio (ready-made age-based portfolio), $895.38

  3. Advantage Age-Based Portfolio (ready-made age-based portfolio), $766.51

  4. Vanguard 500 Index Option (individual investment option), $680.03

  5. Vanguard Aggressive Growth Index Portfolio (ready-made risk-based portfolio), $495.22

  6. Vanguard Growth Index Portfolio (ready-made risk-based portfolio), $284.46

  7. Vanguard Wellington Option (individual investment option), $266.18

  8. Vanguard Extended Market Index Option (individual investment option), $241.26

  9. Vanguard Moderate Growth Index Portfolio (ready-made risk-based portfolio), $206.35

  10. Vanguard Money Market Option (individual investment option), $188.60

And did you know that 529 plans can be used for whatever comes after high school, including federally accredited trade and specialty schools, community colleges, certificate programs, four-year universities and colleges, graduate school, law school, and medical school. So, if your child chooses to further their education by attending a trade school or certificate program, you can use your 529 account to pay for qualified costs there.

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.

Someday, your child will be going to college. Someday starts with CollegeAdvantage.com.

Posted on November 18, 2019

Ohio Tuition Trust Authority

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