529 Portfolios

See the latest quarterly allocation by asset class for each portfolio. Download

Effective August 2, 2021, Franklin Templeton (FT) changed the automatic conversion policies for investors who own class C trust shares of our FT 529 College Savings Plan. The new policy converts class C trust shares to class A trust shares approximately 6 years after their original purchase date or holding period. The initial conversion of class C trust shares under this new policy occurred on or around August 16, 2021. We will continue to convert class C trust shares to class A trust shares approximately on a monthly basis based on the new holding periods noted above.

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Sales Charges As of mm/dd/yyyy As of mm/dd/yyyy As of mm/dd/yyyy
Portfolio Number Portfolio Name CUSIP NAV Offering Price YTD Total return 1 YR 3 YR 5 YR 10 YR Since Inception Total Annual Operating Expenses
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
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