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Portfolio Fee & Performance Lookup

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(Change) Kansas: Learning Quest 529 Education Savings Program (Direct-sold)

Portfolios

(Select) 10% Equity Portfolio
(Select) 100% Equity Portfolio
(Select) 20% Equity (formerly Short-Term Plus) Portfolio
(Select) 30% Equity (formerly Very Conservative)Portfolio
(Select) 40% Equity Portfolio
(Select) 50% Equity (formerly Conservative) Portfolio
(Select) 500 Index Portfolio
(Select) 60% Equity (formerly Moderate) Portfolio
(Select) 70% Equity (formerly Aggressive) Portfolio
(Select) 80% Equity Portfolio
(Select) 90% Equity (formerly Very Aggressive) Portfolio
(Select) Actively Managed Aggressive Age Based: Aggressive Portfolio (Age 8-11) (closed 7/14/17)
(Select) Actively Managed Aggressive Age Based: Conservative Portfolio (Age 15-17) (closed 7/14/17)
(Select) Actively Managed Aggressive Age Based: Moderate Portfolio (Age 12-14) (closed 7/14/17)
(Select) Actively Managed Aggressive Age Based: Short-Term Plus Portfolio (Age 18+) (closed 7/14/17)
(Select) Actively Managed Aggressive Age Based: Very Aggressive Portfolio (Age 0-7) (closed 7/14/17)
(Select) Actively Managed Conservative Age Based: Conservative Portfolio (Age 0-7) (closed 7/14/17)
(Select) Actively Managed Conservative Age Based: Conservative Portfolio (Age 8-11) (closed 7/14/17)
(Select) Actively Managed Conservative Age Based: Short-Term Portfolio (Age 18+) (closed 7/14/17)
(Select) Actively Managed Conservative Age Based: Very Conservative Portfolio (Age 12-14) (closed 7/14/17)
(Select) Actively Managed Conservative Age Based: Very Conservative Portfolio (Age 15-17) (closed 7/14/17)
(Select) Actively Managed Moderate Age Based: Aggressive Portfolio (Age 0-7) (closed 7/14/17)
(Select) Actively Managed Moderate Age Based: Conservative Portfolio (Age 12-14) (closed 7/14/17)
(Select) Actively Managed Moderate Age Based: Moderate Portfolio (Age 8-11) (closed 7/14/17)
(Select) Actively Managed Moderate Age Based: Short-Term Portfolio (Age 18+) (closed 7/14/17)
(Select) Actively Managed Moderate Age Based: Very Conservative Portfolio (Age 15-17) (closed 7/14/17)
(Select) Aggressive Age Based: 20% Equity (Age 20+)
(Select) Aggressive Age Based: 30% Equity (Age 18-19)
(Select) Aggressive Age Based: 40% Equity (Age 16-17)
(Select) Aggressive Age Based: 50% Equity (Age 14-15)
(Select) Aggressive Age Based: 60% Equity (Age 11-13)
(Select) Aggressive Age Based: 70% Equity (Age 8-10)
(Select) Aggressive Age Based: 80% Equity (Age 5-7)
(Select) Aggressive Age Based: 90% Equity (Age 0-4)
(Select) Balanced Index Portfolio
(Select) Cash and Cash Equivalents Portfolio
(Select) Conservative Age Based: 10% Equity (Age 18-19)
(Select) Conservative Age Based: 20% Equity (Age 16-17)
(Select) Conservative Age Based: 30% Equity (Age 11-13)
(Select) Conservative Age Based: 30% Equity (Age 14-15)
(Select) Conservative Age Based: 40% Equity (Age 8-10)
(Select) Conservative Age Based: 50% Equity (Age 5-7)
(Select) Conservative Age Based: 60% Equity (Age 0-4)
(Select) Conservative Age Based: Short-Term (Age 20+)
(Select) Index Fund Age Based: Aggressive Index Portfolio (Age 0-10)
(Select) Index Fund Age Based: Conservative Index Portfolio (Age 15-17)
(Select) Index Fund Age Based: Moderate Index Portfolio (Age 11-14)
(Select) Index Fund Age Based: Short-Term Portfolio (Age 18+)
(Select) Index Track: Aggressive Index Portfolio
(Select) Index Track: Conservative Index Portfolio
(Select) Index Track: Moderate Index Portfolio
(Select) Moderate Age Based: 10% Equity (Age 20+)
(Select) Moderate Age Based: 20% Equity (Age 18-19)
(Select) Moderate Age Based: 30% Equity (Age 16-17)
(Select) Moderate Age Based: 40% Equity (Age 14-15)
(Select) Moderate Age Based: 50% Equity (Age 11-13)
(Select) Moderate Age Based: 50% Equity (Age 8-10)
(Select) Moderate Age Based: 60% Equity (Age 5-7)
(Select) Moderate Age Based: 70% Equity (Age 0-4)
(Select) Money Market Portfolio (closed 7/14/17)
(Select) Short-Term Portfolio
(Select) Total Bond Market Index Portfolio
(Select) Total Growth Index Portfolio

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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.

 

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