Learning Quest Advisor

Kansas Learning Quest Advisor version of Learning Quest was overhauled in May 2007 and offers multi-manager age-based portfolios and static portfolios in addition to a menu of individual funds. Accounts can be linked to the Upromise rewards service. To find a financial advisor in your area, use the Directory of Financial Professionals.

Fee Score

3.5 / 5

Performance

2.5 / 5
  • Program type
    Savings
  • Inception
    2002
  • 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 Advisor 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
Conservative
Conservative Age Based: 60% Equity (Age 0-4)1.24%60%23.83%5 of 21
Conservative Age Based: 50% Equity (Age 5-7)1.18%50%20.34%9 of 26
Conservative Age Based: 40% Equity (Age 8-10)1.08%40%16.17%3 of 26
Conservative Age Based: 30% Equity (Age 11-13)0.98%30%12.2%15 of 27
Conservative Age Based: 30% Equity (Age 14-15)0.98%30%12.2%14 of 27
Conservative Age Based: 20% Equity (Age 16-17)0.9%20%8.1%20 of 36
Conservative Age Based: 10% Equity (Age 18-19)0.84%10%4.25%27 of 33
Conservative Age Based: Short-Term (Age 20+)0.77%0%0.68%20 of 33
Moderate
Moderate Age Based: 70% Equity (Age 0-4)1.31%70%28.16%8 of 21
Moderate Age Based: 60% Equity (Age 5-7)1.24%60%23.83%17 of 26
Moderate Age Based: 50% Equity (Age 8-10)1.18%50%20.34%8 of 26
Moderate Age Based: 50% Equity (Age 11-13)1.18%50%20.34%22 of 38
Moderate Age Based: 40% Equity (Age 14-15)1.08%40%16.17%7 of 38
Moderate Age Based: 30% Equity (Age 16-17)0.98%30%12.2%16 of 31
Moderate Age Based: 20% Equity (Age 18-19)0.9%20%8.1%19 of 36
Moderate Age Based: 10% Equity (Age 20+)0.84%10%4.25%26 of 33
Aggressive
Aggressive Age Based: 90% Equity (Age 0-4)1.37%90%36.41%14 of 27
Aggressive Age Based: 80% Equity (Age 5-7)1.34%80%32.15%12 of 20
Aggressive Age Based: 70% Equity (Age 8-10)1.31%70%28.16%8 of 21
Aggressive Age Based: 60% Equity (Age 11-13)1.24%60%23.83%10 of 18
Aggressive Age Based: 50% Equity (Age 14-15)1.18%50%20.34%21 of 38
Aggressive Age Based: 40% Equity (Age 16-17)1.08%40%16.17%28 of 31
Aggressive Age Based: 30% Equity (Age 18-19)0.98%30%12.2%15 of 31
Aggressive Age Based: 20% Equity (Age 20+)0.9%20%8.1%18 of 36
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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