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AZ PF 529 College Savings Plan |
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State Provider: Arizona; Net Assets ($mil):
$14.2 as of
10-31-07 |
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This overpriced plan is no longer available to new investors and will be closing shortly. In a supplement to the program description dated July 1, 2006, the contract with the program manager will expire in November 2006 and is not being renewed. It is the intention of the state's commission to move the assets to another, unspecified, Arizona 529 plan at that time. Investors would do well to ensure that their savings end up in a plan of their own choosing.(Information as of 10/20/2006) |
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| Availability: Sales Channel |
Resident: Both
Non-Resident: Broker
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| Annual State Tax Deduction |
| Max Investment/Beneficiary |
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$275,000 |
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(includes appreciation)
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| Mos. to Qualified Withdrawal |
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Public, Private & International
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| US Stock
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Bond |
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| Total International Funds: |
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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
06-30-08 |
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| Range |
0 |
| 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 |
$500 |
$500 |
| Additional Purchase |
25 |
25 |
| Initial (AIP) |
50 |
50 |
| Additional (AIP) |
50 |
50 |
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