AKF Blog


we have a lot of thoughts about the 529 industry. Important topics like downward fee trends, program manager rebids, new product developments, and even the Veep’s Task Force, to name just a few. We have our bird’s eye view and we want to share it with you.

So we invite you to follow us on Twitter – 529Source – and to visit this blog frequently. We’ll tell you what we’re thinking and we hope you’ll tell us, too. We need to elevate the college savings conversation – across states, program managers and advisors alike. That’s what we intend to do. Please join us. Read Now>

  • Lessons from PIMCO Total ReturnNovember 17, 2014

    With the recent management shake-ups at PIMCO, Morningstar downgraded the PIMCO Total Return Bond Fund (PTTRX) from Gold to Bronze in late September. Arguably, this announcement came with little surprise as the Fund’s apparent star Manager and PIMCO co-founder, Bill Gross, unceremoniously left the firm (some suggest this was pre-emptive to his being asked to leave). The PIMCO Total Return Bond Fund was once the world’s largest mutual fund and was included in at least eighteen 529 Plans before the downgrade. It is interesting to see how different States responded to Mr. Gross’ departure.

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