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MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) Alabama: CollegeCounts 529 Fund
Portfolios
(Select) Age-Based Aggressive: Ages 0-2
(Select) Age-Based Aggressive: Ages 11-12
(Select) Age-Based Aggressive: Ages 13-14
(Select) Age-Based Aggressive: Ages 15-16
(Select) Age-Based Aggressive: Ages 17-18
(Select) Age-Based Aggressive: Ages 19+
(Select) Age-Based Aggressive: Ages 3-5
(Select) Age-Based Aggressive: Ages 6-8
(Select) Age-Based Aggressive: Ages 9-10
(Select) Age-Based Conservative: Ages 0-2
(Select) Age-Based Conservative: Ages 11-12
(Select) Age-Based Conservative: Ages 13-14
(Select) Age-Based Conservative: Ages 15-16
(Select) Age-Based Conservative: Ages 17-18
(Select) Age-Based Conservative: Ages 19+
(Select) Age-Based Conservative: Ages 3-5
(Select) Age-Based Conservative: Ages 6-8
(Select) Age-Based Conservative: Ages 9-10
(Select) Age-Based Moderate: Ages 0-2
(Select) Age-Based Moderate: Ages 11-12
(Select) Age-Based Moderate: Ages 13-14
(Select) Age-Based Moderate: Ages 15-16
(Select) Age-Based Moderate: Ages 17-18
(Select) Age-Based Moderate: Ages 19+
(Select) Age-Based Moderate: Ages 3-5
(Select) Age-Based Moderate: Ages 6-8
(Select) Age-Based Moderate: Ages 9-10
(Select) Bank Savings 529 Portfolio
(Select) DFA U.S. Large Cap Value Portfolio
(Select) DFA U.S. Small Cap Value 529 Portfolio
(Select) Dodge & Cox International Stock 529 Portfolio
(Select) Fidelity Advisor Investment Grade Bond 529 Portfolio
(Select) PGIM Total Return Bond 529 Portfolio
(Select) PIMCO Short-Term 529 Portfolio
(Select) T. Rowe Price Balanced 529 Portfolio
(Select) T. Rowe Price Large-Cap Growth 529 Portfolio
(Select) Target Fixed Income Fund
(Select) Target Fund 100
(Select) Target Fund 20
(Select) Target Fund 40
(Select) Target Fund 60
(Select) Target Fund 80
(Select) Vanguard 500 Index 529 Portfolio
(Select) Vanguard Cash Reserves Federal Money Market 529 Portfolio
(Select) Vanguard Explorer 529 Portfolio
(Select) Vanguard Extended Market Index 529 Portfolio
(Select) Vanguard Growth Index 529 Portfolio
(Select) Vanguard Inflation-Protected Securities 529 Portfolio
(Select) Vanguard Mid-Cap Index 529 Portfolio
(Select) Vanguard REIT Index 529 Portfolio
(Select) Vanguard Short-Term Bond Index 529 Portfolio
(Select) Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio
(Select) Vanguard Small-Cap Growth Index 529 Portfolio
(Select) Vanguard Small-Cap Index 529 Portfolio
(Select) Vanguard Small-Cap Value Index 529 Portfolio
(Select) Vanguard Total Bond Market Index 529 Portfolio
(Select) Vanguard Total International Stock Index 529 Portfolio
(Select) Vanguard Total Stock Market Index 529 Portfolio
(Select) Vanguard Value Index 529 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.
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 |
