California 529 Plan

From Bogleheads

Revision as of 07:52, 21 October 2009 by Blbarnitz (Talk | contribs)

(diff) ← Older revision | Current revision (diff) | Newer revision → (diff)

Open to Residents
Open to non-residents

Program match on contributions: None

State tax deduction or credit for contributions: None

Age-based investment options: Choose between two age-based options, one invested in actively-managed mutual funds and the other invested in index mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary’s age. The portfolios automatically shift to a more conservative investment allocation over time.

Static investment options: Select among six multi-fund portfolios and six individual-fund portfolios (including the Social Choice Portfolio).

Single Funds

Fidelity 100% Equity Index

Fidelity 70% Equity Index

Fidelity Conservative Index

Fidelity Stand-alone Portfolios

Fidelity Spartan Total Stock Market Index Fund (80%)
Fidelity Spartan International Index Fund (20%

Fidelity Spartan Total Stock Market Index Fund (60%)
Fidelity Spartan International Index Fund (10%)
Fidelity Spartan Intermediate Treasury Index Fund (30%)

Fidelity Spartan Intermediate Treasury Index Fund (45%)
Fidelity Money Market Fund (55%)

Fidelity Spartan Total Stock Market Index
Fidelity Spartan 500 Index Fund
Fidelity Spartan International Index Fund
Fidelity Spartan Intermediate Treasury Index Fund

Expenses: 0.50% - 1.09% (Index funds expense ratio 0.50%)

Links

How to Cite

You can link to this page from the Bogleheads Forum by copying and pasting the following text into your forum posting:

Please see [url=http://www.bogleheads.org/wiki/California_529_Plan]California 529 Plan[/url] on the [url=http://www.bogleheads.org/wiki/Main_Page]Bogleheads Wiki[/url].