Connecticut 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 Connecticut 529 savings plan offers an age-based option which is primarily indexed (active funds include Real Estate, Inflation-Linked, Global Bond, and Short-Term bond funds).

Static portfolios
The Connecticut 529 savings plan offers three static multi-fund portfolios: an all Equity fund that is indexed; a High Equity fund that is mostly indexed; and an actively managed Bond fund.

Standalone
The plan also offers four standalone single asset class portfolios. These include an indexed bond fund linked to the Barclays Capital US Aggregate Bond Index.