Explore Your 529 Plan Investment Options

We know that choosing investment options can be overwhelming, but The Education Plan® can help make it easy. With a range of professionally managed investments, your Education Plan account has the flexibility to meet your investment needs.

    When Will the Beneficiary Need the Funds?

    When Will the Beneficiary Need the Funds?

    Use the arrows below to select the anticipated number of years the Beneficiary will need the funds.
    To view a more details, visit our pricing and performance page.

    Allocation information updated 9/2/22

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    View Year of Enrollment Portfolio Fees

      Eight allocation-based portfolios consisting of a mix of underlying funds are available and designed to match a desired risk level and investment management style.

      VIEW STATIC ACTIVE PORTFOLIO HOLDINGS
      View Static Active Portfolio Fees
      View Static Passive Portfolio Holdings
      View Static Passive Portfolio Fees

      Five individual portfolios are available to create your own personalized investment mix. These portfolios consist of a single underlying fund made up of a mix of similar types of investments and risk levels.

      View Individual Portfolio Holdings
      View Individual Portfolio Fees

      Eleven Portfolios are available based on your beneficiary’s anticipated year of enrollment*. As the year of enrollment approaches, the underlying investments will automatically change to match the shortening time horizon and appropriate risk levels.

      *Assuming enrollment at age 18. Depending on your beneficiary’s intended year of enrollment, you may want to consider a different investment approach.

      View Year of Enrollment Portfolio Holdings
      View Year of Enrollment Portfolio Fees

      Ready to get started? Opening an account is easy and only takes about 15 minutes!

      You'll need the following for yourself and the beneficiary you're enrolling:

      Beneficiary's Date of Birth
      Beneficiary's Social Security Number or Tax Identification Number (TIN)
      Your Social Security Number or TIN
      U.S. Street address (not P.O. Box)
      Your bank routing number

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      The Education Plan® and The Education Plan® Logo are registered trademarks of The Education Trust Board of New Mexico used under license.

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      Phone: 1-877-337-5268
      We're available Monday to Friday 8 a.m. to 7 p.m. MT

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      VIEW LEGAL DISCLOSURE

      For more information about The Education Plan, call 1.877.337.5268 or view the Plan Description and Participation Agreement, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing.

      Please Note: Before you invest, consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program. You also should consult a financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state’s 529 plan(s), or any other 529 plan, to learn more about those plan’s features, benefits and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

      The Education Plan is administered by The Education Trust Board of New Mexico. Ascensus College Savings Recordkeeping Services, LLC, the Program Manager, and its affiliates, have overall responsibility for the day-today operations, including investment advisory, recordkeeping and administrative services. The Education Plan’s portfolios invest in: (i) mutual funds; (ii) exchange traded funds; and/or (iii) a funding agreement issued by New York Life. Investments in The Education Plan are not insured by the FDIC. Units of the portfolios are municipal securities and the value of units will vary with market conditions.

      Investment returns will vary depending upon the performance of the portfolios you choose. You could lose all or a portion of your money by investing in The Education Plan depending on market conditions. Account owners assume all investment risks as well as responsibility for any federal and state tax consequences.

      Ugift is a registered service mark of Ascensus Broker Dealer Services, LLC.

      The Education Plan® and The Education Plan® Logo are registered trademarks of The Education Trust Board of New Mexico used under license.

      All other marks are the exclusive property of their respective owners.

      Not FDIC-Insured. No Bank, State or Federal Guarantee. May Lose Value.