Learning Quest 529 Education Savings Program (Direct-sold)

Fee Score

Performance

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30,109 Clicked to Enroll

Learning Quest 529 Education Savings Program (Direct-sold)

enroll now
30,109 Clicked to Enroll

American Century manages the Learning Quest 529 Education Savings Program (Direct-sold) for Kansas, featuring three age-based tracks with a mix of American Century, Vanguard and Baird funds, one age-based track with Vanguard index funds, 12 static options, and the Cash and Cash Equivalents Portfolio. Accounts can be linked to the Upromise rewards service.

Fee Score

4.5 / 5

Performance

3.5 / 5
  • Program type
    Savings
  • Inception
    2000
  • State agency
    Kansas State Treasurer
  • Tax deduction
  • Program Manager
    American Century Investment Management, Inc.
  • Program distributor
    American Century Investment Services, Inc.

Investment Options

Investors in Learning Quest 529 Education Savings Program (Direct-sold) can select from the following investment options. Click on a portfolio name for more information.

Age Based Investment Optionsaccordion open icon

Sometimes referred to as the enrollment-based option, this is an investment approach where your asset allocation is programmed to change over time. Accounts for young beneficiaries are invested aggressively and accounts for beneficiaries with college right around the corner are invested much more conservatively. In some 529 plans, the age-based option operates by automatically transferring your investment from one static portfolio to another at certain points in time. Others utilize lifecycle funds or employ lifecycle-type tactics within the portfolio containing your investment so that it is not necessary to transfer your investment between portfolios.

PortfolioE.R.% Equity1YR PerformanceRank
Index Fund Age Based: 80% Equity Index Portfolio (Age 0-9)0.25%80%23.85%32 of 72
Index Fund Age Based: 70% Equity Index Portfolio (Age 10)0.25%70%20.64%N/A
Index Fund Age Based: 60% Equity Index Portfolio (Age 11-12)0.25%60%17.59%6 of 46
Index Fund Age Based: 50% Equity Index Portfolio (Age 13-14)0.25%50%14.48%N/A
Index Fund Age Based: 40% Equity Index Portfolio (Age 15)0.25%40%11.49%11 of 120
Index Fund Age Based: 30% Equity Index Portfolio (Age 16-17)0.25%30%8.56%N/A
Index Fund Age Based: 20% Equity Index Portfolio (Age 18-19)0.25%20%5.6%N/A
Index Fund Age Based: 10% Equity Index Portfolio (Age 20+)0.25%10%2.61%N/A
Conservative
Conservative Age Based: 60% Equity (Age 0-4)0.62%60%18.22%13 of 72
Conservative Age Based: 50% Equity (Age 5-7)0.63%50%15.4%38 of 70
Conservative Age Based: 40% Equity (Age 8-10)0.58%40%12.24%18 of 70
Conservative Age Based: 30% Equity (Age 11-13)0.53%30%9.22%43 of 78
Conservative Age Based: 30% Equity (Age 14-15)0.53%30%9.22%42 of 78
Conservative Age Based: 20% Equity (Age 16-17)0.48%20%6.17%47 of 122
Conservative Age Based: 10% Equity (Age 18-19)0.43%10%3.05%14 of 122
Conservative Age Based: Short-Term (Age 20+)0.38%0%0.12%67 of 80
Moderate
Moderate Age Based: 70% Equity (Age 0-4)0.64%70%21.37%33 of 72
Moderate Age Based: 60% Equity (Age 5-7)0.62%60%18.22%18 of 92
Moderate Age Based: 50% Equity (Age 8-10)0.63%50%15.4%37 of 70
Moderate Age Based: 50% Equity (Age 11-13)0.63%50%15.4%76 of 120
Moderate Age Based: 40% Equity (Age 14-15)0.58%40%12.24%27 of 120
Moderate Age Based: 30% Equity (Age 16-17)0.53%30%9.22%18 of 78
Moderate Age Based: 20% Equity (Age 18-19)0.48%20%6.17%46 of 122
Moderate Age Based: 10% Equity (Age 20+)0.43%10%3.05%13 of 122
Aggressive
Aggressive Age Based: 90% Equity (Age 0-4)0.68%90%27.54%16 of 35
Aggressive Age Based: 80% Equity (Age 5-7)0.66%80%24.43%19 of 53
Aggressive Age Based: 70% Equity (Age 8-10)0.64%70%21.37%56 of 92
Aggressive Age Based: 60% Equity (Age 11-13)0.62%60%18.22%15 of 46
Aggressive Age Based: 50% Equity (Age 14-15)0.63%50%15.4%75 of 120
Aggressive Age Based: 40% Equity (Age 16-17)0.58%40%12.24%55 of 78
Aggressive Age Based: 30% Equity (Age 18-19)0.53%30%9.22%17 of 78
Aggressive Age Based: 20% Equity (Age 20+)0.48%20%6.17%45 of 122
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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