Understanding Your Investments

• January 31, 2019

  Understanding Your Investments

  What fees apply?

  Currently, The Board has approved a 0.00% (0 bps) Administration Fee associated with Florida 529 Savings Plans. There are no adviser fees, sales commissions or annual account fees like those you may find in other plans. For more information regarding the underlying investment manager fund fees, please review the Program…

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• January 31, 2019

  Understanding Your Investments

  When can I change my investment allocations?

  For new contributions, you can change your investment allocation at any time. For existing balances, the IRS limits balance reallocations to twice per calendar year.…

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• January 31, 2019

  Understanding Your Investments

  Who are the investment managers and how are they chosen?

  We use a strategic and competitive selection process to identify and contract with professional investment managers. Each investment manager is selected based on numerous factors, including, but not limited to: investment philosophy and strategy, performance history, organizational experience and financial stability. For more information about investment managers, please review the…

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• January 31, 2019

  Understanding Your Investments

  What are my investment options?

  You may choose from one or more of our investment options based on your investment objectives. We offer a predesigned enrollment year portfolio, predesigned static portfolios, and a suite of individual investment funds, which cover a broad spectrum of asset classes. For more information, please visit our Investment Options page.…

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