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NV Vanguard 529 Coll Svgs Pl |
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State Provider: Nevada; Net Assets ($mil):
$3,813.4 as of
10-31-09 |
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While not the cheapest place for investors to find all-index age-based options, this plan's broad overall lineup of Vanguard offerings has appeal. Despite slicing the annual fees more than a year ago, the 0.50% the plan now charges for its age-based options, and the 0.50% to 0.70% charged on the static portfolios, still doesn't match the low fees of Vanguard portfolios in Utah and Ohio. Still, the inclusion of a number of cheap, actively-managed individual fund options has made this the most flexible of the various Vanguard options across the country. Nevada residents don't pay a state income tax, so there's no tax advantage for them to stay with this home state plan, but residents and nonresidents alike may find the added flexibility here worth the slightly higher cost.(Information as of 03/13/2009) |
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| Availability: Sales Channel |
Resident: Direct
Non-Resident: Direct
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| Annual State Tax Deduction |
| Max Investment/Beneficiary |
| Mos. to Qualified Withdrawal |
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Public, Private & International
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| Aggressive, Conservative, Moderate |
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Age-Based Portfolios
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| Static Portfolios and Self-Directed Funds |
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| US Stock
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Bond |
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| Total International Funds: 11 |
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| Underlying Funds’ Ratings |
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| Overall Morningstar Rating |
# Equity
Funds |
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# Bond
Funds |
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| Ratings as of
10-31-09 |
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| Range |
0.22
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0.63 |
| 529 Plan Avg |
0.8 |
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| Portfolio Expense Ratio Range |
| Fee to Change Beneficiary |
| Share Classes: Sales Charge |
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| Initial Purchase |
$3,000 |
$3,000 |
| Additional Purchase |
50 |
50 |
| Initial (AIP) |
50 |
50 |
| Additional (AIP) |
50 |
50 |
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