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MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) West Virginia: The Hartford SMART529
Portfolios
(Select) MFS Global Equity 529 Fund
(Select) SMART529 Age-Based Portfolio 0-3
(Select) SMART529 Age-Based Portfolio 10-11
(Select) SMART529 Age-Based Portfolio 12-13
(Select) SMART529 Age-Based Portfolio 14-15
(Select) SMART529 Age-Based Portfolio 16
(Select) SMART529 Age-Based Portfolio 17
(Select) SMART529 Age-Based Portfolio 18+
(Select) SMART529 Age-Based Portfolio 4-6
(Select) SMART529 Age-Based Portfolio 7-9
(Select) SMART529 Aggressive Growth Portfolio
(Select) SMART529 Balanced Portfolio
(Select) SMART529 Conservative Balanced Portfolio
(Select) SMART529 Growth Portfolio
(Select) The Hartford Balanced Income 529 Fund
(Select) The Hartford Dividend and Growth 529 Fund
(Select) The Hartford Equity Income 529 Fund
(Select) The Hartford Growth Opportunities 529 Fund
(Select) The Hartford High Yield 529 Fund
(Select) The Hartford Inflation Plus 529 Fund
(Select) The Hartford International Opportunities 529 Fund
(Select) The Hartford MidCap 529 Fund
(Select) The Hartford MidCap Value 529 Fund
(Select) The Hartford Small Company 529 Fund
(Select) The Hartford SMART529 Checks and Balances Portfolio
(Select) The Hartford Total Return Bond 529 Fund
(Select) The SMART529 Stable Value Fund
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Free for Ameriprise Financial, Commonwealth Financial, Morgan Stanley, Raymond James and RW Baird.
Ameriprise Financial instructions
Consult with your office/branch manager for instructions.
Commonwealth Financial instructions
Commonwealth Financial Advisors, you will find your Savingsforcollege.com portal on CommunityLink in the Financial Planning Playbook under Education Planning Tools.
LPL Financial instructions
Visit the Education Planning page in the LPL BranchNet Resource Center to access your Savingforcollege.com portal.
Morgan Stanley instructions
Visit Tools and Forms in the Education Savings Products page in 3DResources to access your Savingforcollege.com portal.
Raymond James instructions
Visit the 529 Plan Resource Center on RJ Net to access your Savingforcollege.com portal.
RW Baird instructions
Visit the 529 Department page on BairdWeb to access your Savingforcollege.com portal.
Financial Professionals
Pro Dashboard
Top 529 College Savings Plans
One-year rankings are based on a plan's average investment returns over the last 12 months.
| State | Plan Name | |
|---|---|---|
| 1 | Nevada | USAA 529 Education Savings Plan |
| 2 | Florida | Florida 529 Savings Plan |
| 3 | New Jersey | NJBEST 529 College Savings Plan |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
| State | Plan Name | |
|---|---|---|
| 1 | South Dakota | CollegeAccess 529 (Direct-sold) |
| 2 | Wisconsin | Edvest 529 |
| 3 | Nevada | USAA 529 Education Savings Plan |
Five-year rankings are based on a plan's average annual investment returns over the last five years
| State | Plan Name | |
|---|---|---|
| 1 | Indiana | CollegeChoice 529 Direct Savings Plan |
| 2 | Florida | Florida 529 Savings Plan |
| 3 | Alaska | T. Rowe Price College Savings Plan |
10-year rankings are based on a plan's average annual investment returns over the last ten years.
| State | Plan Name | |
|---|---|---|
| 1 | West Virginia | SMART529 WV Direct College Savings Plan |
| 2 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
| 3 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
