Customized Investment Option Calculators

my529’s allocation and fee calculators help you build your own customized investment 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.

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.

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.

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

Click here to open either calculator: