Enrollment Date Options

12 Enrollment Date options

  • Based on when the beneficiary begins taking withdrawals.
  • Built from a mix of
    • Vanguard mutual funds.
    • PIMCO Interest Income Fund.
    • FDIC-insured accounts.
  • Options gradually shift to a more conservative allocation.
  • Eventually end up in the Enrolled option.
  • Based on a preset quarterly allocation schedule.
  • Daily cash flows keep the options close to target allocations.
  • Two option changes allowed per year.

The investment options

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Investment option performance

See how our Enrollment Date options have performed over time.

father playing with his toddler son

How much will it cost?

my529’s asset-based fee structure has two parts:

  1. The Underlying Fund Expense of each underlying investment.
  2. The Administrative Asset Fee.

The fees for the Enrollment Date options range from 0.141% to 0.147%.

father playing with his toddler son

Retired Age-Based options

On July 14, 2021, my529 transitioned its Age-Based investment options to Enrollment Date investment options. Click below to view the retired options.