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529 Tips

What's On Ohio 529 “Top Ten" List For Q1 2021?

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 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 save for college, here’s our latest “Top Ten List.” These portfolios hold the largest balances of customers’ Direct Plan accounts, for the first quarter of 2021.

Top 10 investments options in the Ohio Direct 529 Plan

The top 10 investment options with the highest value of assets under management (fund balances in millions, as of March 31, 2021) are:

  1. Vanguard Aggressive Age-Based Portfolio (ready-made age-based portfolio), $1,927.98
  2. Vanguard Moderate Age-Based Portfolio (ready-made age-based portfolio), $1,093.57
  3. Advantage Age-Based Portfolio (ready-made age-based portfolio), $965.76
  4. Vanguard 500 Index Option (individual investment option), $936.43
  5. Vanguard Aggressive Growth Index Portfolio (ready-made risk-based portfolio), $661.40
  6. Vanguard Extended Market Index Option (individual investment option), $343.32
  7. Vanguard Growth Index Portfolio (ready-made risk-based portfolio), $343.05
  8. Vanguard Wellington Option (individual investment option), $304.33
  9. Vanguard U.S. Growth Option (individual investment portfolio), $258.49
  10. Vanguard Interest Accumulation Portfolio (individual investment option), $250.55

529 plans can be used for whatever comes after high school, including federally accredited trade and specialty schools, apprenticeships, 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, apprenticeship, or certificate program, you can also 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 life-stage account strategy for the New Year or perform routine account maintenance.

If you haven’t started saving for future higher education expenses, open your tax-advantaged Ohio529 Plan today! lf you’d like to learn more about the tax-advantaged way to save for college, explore Ohio’s 529 Plan —The Plan That Can.

Posted on April 15, 2021

Ohio Tuition Trust Authority

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