Utah Educational Savings Plan

Investment Info

The Utah Educational Savings Plan (UESP) offers a variety of investment choices, which lets you choose your own investment strategy. For example, you might choose an investment option that takes advantage of the equity funds if you are starting early and have a longer amount of time to save. Or you may prefer to get started with a more conservative choice if you are close to needing the funds for college and want to reduce the risk of losing contributions and earnings. Click the investment information you want to learn more about.

  • Investment Returns

    Access current and historical performance returns for UESP investment options. » Learn More

  • Investment Options

    UESP offers 14 investment options, with each investment option utilizing a distinct investment strategy. » Learn More

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  • Customized Investment Option
    Calculators

    Use these Allocation Tables to determine the fees for any given Customized investment option. » Learn More

  • Fees & Expenses

    UESP's fee structure has three components: the operating expense ratio of the investments, the UESP Administrative Asset Fee, and the UESP Administrative Maintenance Fee. UESP does not charge an enrollment or application fee. » Learn More

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  • Underlying Investments

    UESP invests in a combination of Vanguard and Dimensional funds, the Public Treasurers’ Investment Fund, and the FDIC-insured accounts held in trust at Sallie Mae Bank and U.S. Bank. » Learn More

  • Definitions

    Understanding the terms associated with investing in UESP will help you choose your investment strategy. » Learn More