Performance & Pricing

If you have an existing account managed by the New Jersey Department of the Treasury (which is closed to new investors), go to NJ Treasury-Managed Performance

See the latest quarterly allocation by asset class for each portfolio.

Read important information about performance results and other disclosures.

Updates to Age Based Portfolios Models

Effective March 5th, 2019, NJBEST 529 College Savings Plan will change the names of the twelve existing Age-Based portfolios and launch twelve new portfolios. Effective March 6, 2019, existing shareholders will be rebalanced into the appropriate portfolios based on the beneficiary's date of birth. Investment policy changes will also occur for plan portfolios as fund offerings have expanded and asset class weightings will be updated.

Nonqualified withdrawals are subject to federal income tax, a 10% federal tax penalty, state income taxes and possible penalties.

Performance data shown represents past performance, which doesn't guarantee future results. A plan portfolio's investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.

NJBEST 529 College Savings Plan Portfolio Performance1,2