LoneStar 529 Plan Investments

Selecting investments may seem overwhelming for some. However, the LoneStar 529 Plan makes it easier by offering investment options and strategies tailored to different growth requirements, situations and risk tolerances.

The Age-based and Static portfolios include investments managed by industry leaders, William Blair, TIAA-CREF, Artisan, T. Rowe Price, DFA, Dodge and Cox, Invesco, Templeton, and Dreyfus.

Two investment strategies

You can choose to invest in the Age-based Portfolios, the Static Portfolios or a combination of the two. The Account Owner may also invest in Individual Fund Portfolios, or a combination.

Age-based Portfolios

—Your account is placed in one of six portfolios—based on the beneficiary's age—and automatically adjusts over time. The investments are more aggressive when the beneficiary is younger, and grow more conservative as the beneficiary grows older.

Static Portfolios

—Investing in any of the static portfolios means exercising more control over your account. You may choose the portfolio, or portfolios, that work(s) best for you.