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>

  • Moderate Allocation Funds increasing Equity ExposureDecember 17, 2013

    Moderate Allocation Funds, which generally invest in equity and fixed income, are included in several 529 Plans such as Maine’s NextGen Plan (Advisor), Ohio CollegeAdvantage (Direct), Oregon MFS (Advisor), Virginia’s College America (Advisor) and both Direct and Advisor in the D.C. College Savings Plan. According to a recent Morningstar article, moderate allocation funds have increasingly loaded up exposure to equities this year given the current low yields from fixed income.

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  • PIMCO Total Return Fund included in 20% of 529 Savings PlansDecember 12, 2013

    The PIMCO Total Return fund (PTTRX) is a popular fund present in 18 College Savings Plans, or approximately a fifth of all direct and advisor-sold 529 savings plans today. Of those 18 Plans: 14 Plans offer PTTRX in their age-based options, 19 Plans include the fund in static options and 9 plans include it in individual options.

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