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Learning Quest 529 Education Savings Program (Direct-sold)
Fee Score
4.5 of 5
Performance
4.5 of 5
General Information
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 Ratingix
4.5 of 5
Fee Scoreix
4.5 of 5
Performanceix
4.5 of 5
- Program typeSavings
- Inception2000
- State agencyKansas State Treasurer
- Tax deduction
- Program ManagerAmerican Century Investment Management, Inc.
- Program distributorAmerican Century Investment Services, Inc.
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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 | % Assets | Category Avg. |
|---|---|---|
| US Stockix | 51.25% | 41.75% |
| Foreign Stockix | 16% | 20.58% |
| Real Estateix | 2.75% | 2.2% |
| Bondix | 30% | 30.87% |
| Short Term Bondix | 0% | 2.93% |
| Cash/MMix | 0% | 1.68% |
PerformanceCategory AvgThis Portfolio
This PortfolioCategory Avg
Fees & Expenses (1 Year)Category AvgThis Portfolio
This PortfolioCategory Avg
Total Expense Ratioix
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.
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Data as of 06/30/2019.
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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).