Portfolio Price & Performance
Detailed performance information is available by clicking the portfolio names below.
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| Name |
Unit value as of |
YTD |
Average annual total
returns as of |
Inception date |
| Unit value |
Change |
APY |
1 year |
3 year |
5 year |
10 year |
Since inception** |
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| Name |
Average annual total
returns as of |
Inception date |
| 1 year |
3 year |
5 year |
10 year |
Since inception** |
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1 The APY is net of program management fees. See the plan disclosure for more info.
**Since Inception returns for less than one year are not annualized.
The performance data shown represents past performance. Past performance - especially short-term performance - is not a guarantee of future results. Performance information is current as of the most recent timeframe referenced above and is net of the weighted average operating expense ratio of the underlying fund, program management fee and the state administrative fee. Investment returns and principal value will fluctuate, so that investors' units, when sold, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data cited.
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KY Saves 529 is administered by the Kentucky Higher Education Assistance Authority (KHEAA)
For more information about the Kentucky Educational Savings Plan Trust (KY Saves 529), call 855-840-4855 or visit www.kysaves.com to obtain a Program Description, which includes investment objectives, risks, charges, expenses, and other important information. Read and consider it carefully before investing.
Please Note: Before you invest, consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program. You also may wish to contact directly your home state’s 529 college savings plan(s), or any other 529 plan, to learn more about those plans’ features, benefits, and limitations. You should also consult your financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.
KY Saves 529 is administered by the Kentucky Higher Education Assistance Authority. Ascensus College Savings Recordkeeping Services, LLC, is the Program Manager. The Program Manager and its affiliates have overall responsibility for the program’s day-to-day operations, including investment advisory services, recordkeeping, and administrative services.
Investment returns will vary depending upon the performance of the Investment Options you choose. Depending on market conditions, you could lose all or a portion of your money by investing in KY Saves 529. Account Owners assume all investment risks as well as responsibility for any federal and state tax consequences.
Ugift is a registered service mark.
INVESTMENTS ARE NOT FDIC INSURED, MAY LOSE VALUE AND ARE NOT BANK GUARANTEED.
