General Information

Learning Quest 529 Education Savings Program (Direct-sold) logo

Learning Quest 529 Education Savings Program (Direct-sold)

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.

Our Ratingx

4.5 of 5

Fee Scorex

4.5 of 5
4.5 of 5

Performancex

4.5 of 5
4.5 of 5
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  • Program typeSavings
  • Inception2000
  • State agency
    Kansas State Treasurer
  • Tax deduction
  • Program Manager
    American Century Investment Management, Inc.
  • Program distributor
    American Century Investment Services, Inc.
Plan Details
Investment Options
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Index Fund Age Based: 70% Equity Index Portfolio (Age 10)


Jump To: Asset Allocation | Performance | Fees & ExpensesPrint

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stockx51.25%41.75%
Foreign Stockx16%20.58%
Real Estatex2.75%2.2%
Bondx30%30.87%
Short Term Bondx0%2.93%
Cash/MMx0%1.68%


Performance
Category Avg
This Portfolio

This Portfolio
Category Avg


Fees & Expenses (1 Year)
Category Avg
This Portfolio

This Portfolio
Category Avg

Total Expense Ratiox

Fees vs Performance



Calculate your fee

Each investment portfolio within a 529 plan carries with it a certain fee, known as the expense ratio. These annual fees are calculated based on a percentage of the investment balance. Enter the information below to see how much in fees you will pay over the course of your investment.


$0





Data as of 09/30/2020.

Disclaimer: The information contained herein: (1) is proprietary to Saving for College LLC and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Saving for College LLC nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Each portfolio is assigned to a category of similar portfolios for comparison purposes. Read about our methodology for categorizing portfolios.


Category average

Category averages are designed to be a representation of all portfolios with a similar age and risk profile (represented as a % of equity).