California 529 plan archive

The  page provides information on direct-sold 529 plans and highlights indexed portfolios. All information is derived from Savingforcollege.com and from 529 plan sites and disclosure documents. If you would like to compare this plan with other direct sold plans, use these Compare by Plan Name and Compare by Feature tools.
 * Open to Residents
 * Open to non-residents

Age-based option
The California 529 savings plan utilizes the passive age-based portfolios listed below. These portfolios are primarily indexed, with the exception of the following:
 * Real Estate Securities Fund
 * Inflation-Linked Bond Fund
 * High Yield Bond Fund
 * T-C Life Funding Agreement (TIAA-CREF Principle Plus)

Expenses on these passive plans range from 0.12% to 0.19%

Static
The California 529 savings plan utilizes the static multi-plan portfolios listed below. These passive portfolios are primarily indexed, with the exception of the following:
 * Real Estate Securities Fund
 * Inflation-Linked Bond Fund
 * High Yield Bond Fund
 * T-C Life Funding Agreement (TIAA-CREF Principle Plus)

Expenses range from 0.14% to 0.22%

Standalone
The plan offers the following standalone single fund options.