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Performance Returns

  • Spring 2019
    • my529 launches new web portal for financial advisors
    • New reports can give you more insight into client my529 accounts
    • Prefill service can save you time filling out my529 forms
    • Unused 529 funds? Here are your options
    • Advisor Access will be down for a short time on July 11
    • Come meet our team and learn about my529
  • Re-Engage with my529! Get a $20 match
  • Total US Stock Market (UTSTX)
  • July 2019
    • my529 lowers administrative fees for all investment options
    • my529 discontinues investments in the Public Treasurers’ Investment Fund
    • How to withdraw funds from a my529 account
    • my529 links to RightCapital for data integration
    • my529 publishes new Program Description
    • Come meet our team and learn about my529
  • Fall 2019
    • my529 earns Morningstar Gold for ninth straight year
    • Divorce and 529 accounts
    • Some tips on meeting our year-end deadlines
    • Share my529’s Gift Program with your clients
    • Fee drops for my529’s stable value fund
    • Remember, your LPOA access allows you to link client accounts
    • Meet our team and learn about my529
    • October my529 newsletter
  • Amendment to my529 Limited Power of Attorney Terms and Conditions
  • A message from the my529 Executive Director
  • Spring 2020
    • SECURE Act expands uses of 529 funds
    • Help prepare your clients for my529 withdrawals
    • Protect vital client and advisor information
    • Enhanced two-factor authentication security for your my529 clients
    • Manage your clients’ accounts through your online portal
    • Schedule an advisor portal demo
    • April my529 newsletter
  • Spring 2021
    • Meet the team
    • Consider these contribution methods
    • Where’s my rollover?
    • my529 revamps Static investment options to increase range of choices
    • New stand-alone Stable Value Static option
    • my529 turns 25
  • 20/80 Conservative (UTSCX)
  • BANC 2020
  • XYPN 2020
  • NAPFA
  • Fall 2020
    • my529 earns Morningstar Gold for 2020
    • Tax benefits, ‘psychological power’ are draw of 529 plans, advisor says
    • Enhancements for your clients’ account owner portal
    • Supercharge a 529 college account by ‘superfunding’ it
    • Additional forms now accepted via DocuSign
    • my529 reduces costs for account owners
    • Newsletter – October 2020
  • 60/40 Balanced (UTSBX)
  • Stable Value (UTSSVX)
  • 40/60 Moderate (UTSMX)
  • Global Equity 90/10 US & International (UTSNX)
  • 80/20 Aggressive (UTSAX)
  • Global Equity 70/30 US & International (UTSSX)
  • Spring 2022
    • Preparing for college: my529 Withdrawals
    • Find calculators, forms at my529 Advisor site
    • my529 accepts DocuSign for certain forms
    • Learn how one advisor supports military families with their college savings plans
    • New functions available within your advisor login
    • Get your PIN(s) ready for upcoming 2FA launch
    • The team visits XYPN conference
  • Exciting changes this summer from my529
  • Enrollment Date Options
  • Fall 2021
    • my529 introduces Enrollment Date options, NAV and ticker symbols
    • New functionality available in your online portal
    • my529 lowers administrative fees
    • Don’t let your clients forget that special day. Set up annual contributions.
    • Limit raised for balance in my529 accounts
    • Understanding successor planning with 529 plans
    • Meet the team
    • Newsletter – October 2021
  • Videos and webinars
  • A plan for educational future
  • Advisor-friendly tools for education
  • FAQ: Two-factor authentication
  • UESP Limited Power of Attorney Dashboard
  • Home
  • Explore
    • Advisor Access
    • Data Integration Tools
    • Low Fees
    • Tax Matters
    • Investment Option Calculators
    • Investment Options
    • Underlying Investments
    • Performance Returns
    • Get Started
    • Forms, Downloads, Requests
    • Contact Us
    • Legal Notice and Disclaimer
    • Privacy Policy
  • Age-Based Aggressive Global
  • Age-Based Aggressive Domestic
  • Age-Based Moderate
  • Age-Based Conservative
  • Equity—100% Domestic
  • Equity—30% International
  • Equity—10% International
  • 70% Equity/30% Fixed Income
  • 20% Equity/80% Fixed Income
  • Fixed Income (UTSFX)
  • FDIC-Insured (UTSIX)
  • Customized Age-Based
  • Customized Static
  • Spring 2018
    • The Utah Educational Savings Plan is now my529
    • Use more than one back office service provider
    • my529 links to a new data integration company
    • Don’t waste an investment option change
    • Why my529? — A quick guide for your clients
  • Interim August 2018
    • my529 adds stable value fund as an underlying investment
    • my529 lowers Administrative Asset Fee again
    • my529 releases new Program Description
    • July Newsletter
  • Interim FAN 2018
    • UESP Withdrawals Can Be Used for K-12 Expenses under New Tax Law
    • UESP Is Changing Its Name
  • Fall 2018
    • Another win for Utah!
    • my529 to debut a new financial advisor web portal
    • Managing a my529 account just got easier
    • my529 links to Addepar for data integration
    • The 529 bridge — How college savings plans can help you reach the next generation of clients
    • A guide to withdrawing my529 funds
    • 2018 year-end deadlines
    • Newsletter – October 2018
  • Spring 2017
    • Why UESP? This Brochure Has Answers
    • Use DocuSign with Certain UESP Forms
    • Want to Talk Shop? Use UESP’s Online Meeting Scheduler
    • Privacy Policy, Business Continuity Plan Available
    • UESP Launches New Advisor Website
  • Fall 2017 FAN
  • Fall 2017
    • Morningstar, Kiplinger give UESP high marks
    • Increased Gift Tax Exclusion Is Good News for 529 College Savers
    • UESP Quarterly Statements Reflect July’s Glide Path Changes
    • UESP’s FDIC-Insured Investments May Surprise You
    • How to Make an Investment Option Change
    • An Explanation of UESP User Roles for Advisors
    • 2017 Year-End Deadlines
  • Summer 2017
    • UESP Rolls Out Changes to Age-Based Investment Options — Effective July 14, 2017
    • Go Digital, Tee Up New UESP Accounts for Clients Online

my529 posts monthly returns for its investment options

View the latest my529 investment option performance returns.

Please Read. This Is Important.

Do not invest with my529 until you read the Program Description.

If you are going to invest your money in a my529 account, we encourage you to learn how our college savings plan works. The Program Description explains the investment options, rules on contributions and withdrawals, tax benefits, fees, and risks. Your investment could lose value. Except for the FDIC-insured option, my529 investments aren’t guaranteed.

So take a look.

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800.418.2551

Fax
800.214.2956

Email
info@my529.org

Mailing Address
PO Box 145100
Salt Lake City, UT 84114-5100

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my529 offices will be closed on Monday, July 4, for Independence Day.