Utah 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
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 (click on individual images to enlarge).

Static
The Utah 529 savings plan offers six static indexed multi-fund portfolios: two equity portfolios, two balanced portfolios, a fixed income, and a customizable portfolio (click on individual images to enlarge).

The customized option allows investors to select a desired asset allocation from a menu of fund offerings from Vanguard and Dimensional Fund Advisors (DFA). An asterisk following a fund entry indicates a fund that is limited to a maximum 25% weighting in a customized portfolio.

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

The PIMCO Stable Value Fund yields a competitive 2.73% as of December 2019.