529 College Savings Plans

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Updates to Age Based Portfolios Models

Effective March 5th, 2019, Franklin Templeton 529 College Savings Plan will change the names of the twelve existing Age-Based portfolios and launch twelve new portfolios for each of the available share classes (A, C, Advisor and Direct). Effective March 6, 2019, existing shareholders will be rebalanced into the appropriate portfolios based on the beneficiary's date of birth. Investment policy changes will also occur for plan portfolios as fund offerings have expanded and asset class weightings will be updated.

Updated Pricing Schedule for Class A/A1 Long-Term Fixed Income Funds

Effective on or about March 1st, 2019, the maximum initial sales charge for purchases of less than $100,000 of Franklin Templeton’s long-term fixed income funds (Class A and A1 shares) will be lowered to 3.75%. Please see the Investor Handbook for more information. If you have any questions, please contact your financial advisor or call Shareholder Services.

Sales Charges

Displaying 0 portfolios(Share Class All) As of mm/dd/yyyy As of mm/dd/yyyy
Portfolio Name YTD Total return 1 YR 3 YR 5 YR 10 YR Since Inception
Displaying 0 portfolios(Share Class All) As of mm/dd/yyyy Offering Price at Breakpoints As of mm/dd/yyyy
Portfolio Name NAV <$50,000 $50,000 - $99,999 $100,000 - $249,999 $250,000 - $499,999 $500,000 - $999,999