Delaware 529 plan archive

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The Delaware 529 plan archive 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
Delaware 529 Plan
Program match on contributions: none
State tax deduction or credit for contributions: none
Age-based investment options: Choose between two age-based options, one invested in actively-managed mutual funds and the other invested in index mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary’s age. The portfolios automatically shift to a more conservative investment allocation over time.
Static investment options: Select among six multi-fund portfolios and five individual-fund portfolios.
Expenses: 0.25% - 1.37%. Index portfolios 0.25% - 0.35%.
Policy Regarding Ownership Changes: Account ownership may not be transferred prior to the owner's death or incapacity.
Policy Regarding Beneficiary Changes: Accepts requests to change designated beneficiary. If the new beneficiary has previously received matching grant funds, the previous beneficiary's matching funds may be forfeited.
Policy Regarding Rollovers: Accepts incoming direct and indirect rollovers.

Allows outgoing indirect rollovers.

Investment options

Age-based

The Delaware 529 savings plan offers the following age-based index portfolios.

Age-based Funds
Fidelity Index
Portfolio 2030 Portfolio 2027 Portfolio 2024 Portfolio 2021 Portfolio 2018 Portfolio 2015 Portfolio 2012
  • Spartan Total Market Index Fund (59.50%)
  • Commodity Strategy Fund (3.00%)
  • Spartan International Index Fund (25.50%)
  • Spartan U.S. Bond Index Fund (12.00%)


  • Spartan Total Market Index Fund (57.20%)
  • Commodity Strategy Fund (3.00%)
  • Spartan International Index Fund (24.51%)
  • Spartan U.S. Bond Index Fund (15.29%)
  • Spartan Total Market Index Fund (50.51%)
  • Commodity Strategy Fund (3.00%)
  • Spartan International Index Fund (21.64%)
  • Spartan U.S. Bond Index Fund (24.85%)
  • Spartan Total Market Index Fund (41.47%)
  • Commodity Strategy Fund (3.00%)
  • Spartan International Index Fund (17.78%)
  • Spartan U.S. Bond Index Fund (33.01%)
  • Institutional Money Market (4.74%)
  • Spartan Total Market Index Fund (31.89%)
  • Commodity Strategy Fund (3.00%)
  • Spartan International Index Fund (13.67%)
  • Spartan U.S. Bond Index Fund (39.01%)
  • Institutional Money Market (12.43%)
  • Spartan Total Market Index Fund (21.99%)
  • Commodity Strategy Fund (3.00%)
  • Spartan International Index Fund (9.42%)
  • Spartan U.S. Bond Index Fund (41.12%)
  • Institutional Money Market (24.47%)
  • Spartan Total Market Index Fund (12.60%)
  • Commodity Strategy Fund (2.00%)
  • Spartan International Index Fund (5.40%)
  • Spartan U.S. Bond Index Fund (40.00%)
  • Institutional Money Market (40.00%)


Static

The Delaware 529 savings plan offers the following indexed multi-fund and stand-alone portfolios.


Fidelity Index Portfolios
Aggressive Growth
(ER 0.30%)
Moderate Growth
(ER 0.34%)
Conservative
(ER 0.38%)
Fidelity Spartan Stand-alone Funds
  • Spartan Total Stock Market Index Fund (67.9%)
  • Commodity Strategy Fund (3%)
  • International Index Fund (29.1%)
  • Spartan Total Stock Market Index Fund (49%)
  • Commodity Strategy Fund (3%)
  • Spartan International Index Fund (21%)
  • Spartan U.S. Bond Index Fund (27%)


  • U.S. Bond Index Fund (45%)
  • Money Market Fund (55%)
  • Total Stock Market Index (ER 0.25%)
  • 500 Index Fund (ER 0.25%)
  • International Index Fund (ER 0.35%)
  • Intermediate Treasury Index Fund (ER 0.35%)


External links