college planning center

Customized Calculators

Design your investment option with my529’s allocation calculators

Design an option.

With the Customized Age-Based Allocation and Fee Calculator or the Customized Static Allocation and Fee Calculator, you can design and build your own unique customized age-based or static investment option that fits your investment strategy, tolerance for risk and investment timeline.

Compare allocations.

The calculators are interactive. They open in separate windows so you can view numerous age-based and static calculators at the same time, allowing you to compare different allocation scenarios you create from among the underlying investments offered by my529.

Fees factored in. As you enter—or remove—an underlying fund, the calculator automatically adds—or subtracts—the estimated fees associated with the investment option you are designing.

Create the option.

When you are satisfied with your allocation choices, go to your online account to create your customized investment option.