North Carolina 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 option
The North Carolina age-based plan utilizes the portfolios listed below. The portfolios have the same allocations as the namesake multi-fund portfolios.

Static
The table below lists the underlying funds comprising the North Carolina 529 savings plans Static multi-fund portfolios.

Standalone
The table below lists the individual standalone funds available to investors in the North Carolina 529 savings plan.