Utah 529 plan

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
The Utah 529 savings plan's age-based portfolios and constituent funds are indicated in the tables below. The plan also provides a customized age-based option.

Static
The Utah 529 savings plan offers three static indexed multi-fund portfolios. The customized option allows investors to select a desired asset allocation from a menu of fund offerings.

Standalone
The Utah 529 savings plan also offers the following standalone, single options.