NEXT
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.
Back to full list of investment options
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.
$0
Data as of 12/31/2019.
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).