Alaska 529 (previously known as University of Alaska College Savings Plan) is a direct-sold 529 savings plan. The plan features both enrollment-based and static portfolios, along with an additional portfolio called the University of Alaska Portfolio providing special benefits to future University of Alaska students along with a very low expense ratio. Alaska residency is not required to participate in this T. Rowe Price-managed program.
The fee score is derived from the analysis of costs done as part of Savingforcollege.com's 5-Cap Rating. This analysis compares total average asset-based expenses of the plan to other 529 savings plans. See the methodology for more information.
The performance score is derived from the analysis of performance as part of Savingforcollege.com’s 5-Cap Rating. See the methodology for more information.
Program type State agency Education Trust of Alaska Tax deduction Program Manager T. Rowe Price Associates, Inc. Program distributor T. Rowe Price Investment Services, Inc.This represents an ownership share in US-based corporations. Although they are more volatile than bonds, they historically offer a greater risk-adjusted return.
This represents ownership in companies of developed foreign countries. Their main value lies in diversification since they react different to economic climate changes than US Stocks do.
This represents ownership in companies that operate in real estate. These companies invest in equity securities of companies in the real estate industry, including real estate operating companies, real estate investment trusts, and similar entities established outside the US.
These are bonds that generally mature in more than 10 years. Although they usually offer a larger return than short-term bonds, they are more susceptible to interest rate risk.
These are bonds that generally mature in less than 3 years. This limited time to maturity means that interest rate risk is low compared to intermediate and long-term bonds. Still, these bonds will have a small degree of price fluctuation.
Money Market Funds have the objective to earn interest for their shareholders while maintaining a net asset value of $1. Their portfolios are comprised of short-term securities representing high-quality, liquid debt and monetary instruments.
Each investment portfolio within a 529 plan carries with it a certain fee, known as the expense ratio. These annual fees are calculated based on a percentage of the investment balance. Enter the information below to see how much in fees you will pay over the course of your investment.
Initial contribution Monthly Contribution Rate of return Holding periodData in "Growth of $10,000" is based on historical annual performance data.
Data as of 06/30/2024.
Disclaimer: The information contained herein: (1) is proprietary to Saving for College LLC and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Saving for College LLC nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
Each portfolio is assigned to a category of similar portfolios for comparison purposes. Read about our methodology for categorizing portfolios.
Category averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).