Welcome! Please Log In
Go
Home Portfolio Stocks Options Funds ETFs Hedge Funds Markets Tools Personal Finance Discuss
 
  MT Family Education Savings Program  
  State Provider: Montana; Net Assets ($mil): $45.3 as of 04-30-06  
   
Plan Summary Portfolio Allocations Portfolio Holdings Underlying Funds
 
 Plan Features
Plan Inception Date
08-01-98
Availability: Sales Channel
Resident: Both
Non-Resident: Both
Annual State Tax Deduction
Up to $3,000 (S), 6,000 (J)
Beneficiary Age Limit
—
Max Investment/Beneficiary
$335,000
Mos. to Qualified Withdrawal
36
Qualified Schools
Public, Private & International
Available Tracks
—
Available Share Classes
—
 
 Plan Diversification
Static Portfolios
 Underlying Funds’ Style
US Stock Bond
Total International Funds:
 
 
 Underlying Funds’ Ratings
 
 Fees & Expenses
 
 
Overall Morningstar Rating # Equity
Funds		 # Bond
Funds
— —
— —
— —
— —
— —
— —
Ratings as of 10-31-09
 
Management Fee %
Range 0
529 Plan Avg 0.8
Enrollment Fee
—
Annual Maintenance Fee
—
 
Portfolio Expense Ratio Range
—
Fee to Change Beneficiary
$50
Share Classes: Sales Charge
—
 Minimum Contributions
  Non-Resident Resident
Initial Purchase $250 $250
Additional Purchase 250 250
Initial (AIP) 100 100
Additional (AIP) 100 100
 
  Contact Information  
 
Program Manager
College Savings Bank
 
Plan Address

PO Box 3769
Princeton, NJ  8543
1-800 -88-8-2723
 
Trustee
College Savings Trust (MT)
 
 
Web Address
http://montana.collegesavings.com/
 
  Help | Show Data Definitions | Print Morningstar Report
© 2009 Morningstar, Inc. All rights reserved. The information, data, analyses, and opinions contained herein (1) include the confidential and proprietary information of Morningstar, and (2) may not be copied or redistributed, (3) do not constitute investment advice offered by Morningstar, (4) are provided solely for information purposes and therefore are not an offer to buy or sell a security, and (5) are not warranted to be correct, complete or accurate. Morningstar shall not be responsible for any trading decisions, damages or other losses resulting from, or related to, this information, data, analyses or opinions or their use. Past performance is not indicative of future results. The state provider of this plan does not guarantee the investment against loss. Please read the plan prospectus carefully.

S&P 500 index data: S&P 500 © Copyright 2009
Corrections Site Map Help Advertising Opportunities Licensing Opportunities Glossary Store
© Copyright 2009 Morningstar, Inc. All rights reserved. Please read our Terms of Use and Privacy Policy.
Quotes for NASDAQ are 15 minutes delayed. All other exchanges are delayed 20 minutes.