Smart529

SMART529 Plan Comparison Chart

  SMART529 WV Direct SMART529 Select The Hartford® SMART529®
How to Open An Account Direct through this website or by mail Direct through SMART529Select.com website or by mail Available through Financial Investment Professionals in your area.
Residency Requirements Available to West Virginia residents Available nationwide Available nationwide
Minimum Initial Investment No minimum $250 ($50 for West Virginia residents) $250 ($50 for West Virginia residents)
Minimum Subsequent Investment Per Fund No minimum $25 (no minimum for West Virginia residents) $25 (no minimum for West Virginia residents)
Sales Charges None None Varies by Share Class and Investment Option. Check Offering Statement.
Annual Maintenance Fee None $25 $25
Investment Options 5 Age-Based Portfolios, 5 Static Portfolios, a Stable Value Fund and an Indexed Fund 7 Age-Based Portfolios and 10 Static Portfolios 5 Age-Based Portfolios, 4 Static Portfolios, and 14 Individual Fund Options
Who Chooses the Investments Selected by the Account Owner Selected by the Account Owner Selected With Assistance from a Financial Investment Professional
Maximum Account Contribution Limit $265,620 $265,620 $265,620

MUN 113021 10/12

Updated 12/08/2015