The Equity Index Option seeks to achieve long-term growth of capital and income.
The option allocates its assets to underlying ETFs and a mutual fund, seeking to provide a diversified allocation to broad asset classes, including domestic stocks, international stocks and real estate. The Underlying Funds represent different investment objectives and strategies, and are each managed to track their prospective benchmark index. The Underlying Funds in this option will rebalance on an ongoing basis if they drift from their target allocations.
Your investment in this option could lose money, or the option's performance could trail that of other investments. Each option has a different level of risk. For a full description of the investment risks associated with this option, see the Program Description.
Total Annual Asset-Based Fee
The Total Annual Asset-Based Fee is 0.51% as of September 1, 2022.
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For more information about the Kentucky Educational Savings Plan Trust (KY Saves 529), call 877-598-7878 or visit www.kysaves.com to obtain a Program Description, which includes investment objectives, risks, charges, expenses, and other important information. Read and consider it carefully before investing.
Please Note: Before you invest, consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program. You also may wish to contact directly your home state’s 529 college savings plan(s), or any other 529 plan, to learn more about those plans’ features, benefits, and limitations. You should also consult your financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.
KY Saves 529 is administered by the Kentucky Higher Education Assistance Authority. Ascensus College Savings Recordkeeping Services, LLC, is the Program Manager. The Program Manager and its affiliates have overall responsibility for the program’s day-to-day operations, including investment advisory services, recordkeeping, and administrative services.
Investment returns will vary depending upon the performance of the Investment Options you choose. Depending on market conditions, you could lose all or a portion of your money by investing in KY Saves 529. Account Owners assume all investment risks as well as responsibility for any federal and state tax consequences.
Ugift is a registered service mark.
INVESTMENTS ARE NOT FDIC INSURED, MAY LOSE VALUE AND ARE NOT BANK GUARANTEED.