MyPlanIQ
401k Investor
Nebraska's 529 Direct College Savings Plan
Investment Options
Total Available Funds: | 16 |
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Total Available Funds: | 16 |
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Total Available Funds: | 16 |
- R*: Redemption (Minimum months to hold).
- RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
- WP: Waiting Period (minimum months to wait before buy again).
- M*:Mark (p: proxy, n: not used).
Asset Class | Ticker | Description | Rating | R* | RT | WP | Expense | Yield | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Average Expense Ratio: 0.39%
* If you find the above investment options have changed, please
email us the latest change or directly
Modify Investment Options
after you login
Model Portfolios
Asset Allocation Composite: Click here to see this strategy description | |||||||
Strategic Asset Allocation with Dynamic Risk Adjustment | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
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Click to Create Model Portfolio | |||||||
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* AR: Annualized Return
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
Description
The plan consists of 17 funds. It covers 4 major asset classes and 13 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity, US Equity and REITs.
Investment Options and the underlying funds have been specifically selected to offer a low-expense, multi-manager plan, made up of respected investment managers that are reflective of differing styles and a wider range of asset classes. The NEST Direct Plan offers:
- Eight investment families with well-respected investment managers;
- One Treasury Inflation-Protected Securities (TIPS) investment, seven indexed funds, two ETFs, 6 actively managed funds; and
- One FDIC-insured individual investment option
Please note that changes to existing investments within the 529 plan can be made only once per calendar year and the MyPlanIQ portfolios for 529 plans are following the same rule. MyPlanIQ.com provides asset allocation strategies based on the given individual investment options to constructs your 529 portfolios, which is better tailored to their risk profile.
For further information, please visit the plan's official website.