General InformationDownload PDF Report
Learning Quest Advisor
Kansas Learning Quest Advisor version of Learning Quest was overhauled in May 2007 and now 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.
Our Ratingix
Fee Scoreix
Performanceix
- Program typeSavings
- Inception2002
- State agencyKansas State Treasurer
- Tax deduction
- Program ManagerAmerican Century Investment Management, Inc.
- Program distributorAmerican Century Investment Services, Inc.
- Manager contract termUNLOCK PRO
Investors in Learning Quest Advisor can select from the following investment options. Click on a portfolio name for more information.
Use the form below to filter through the investment options in this plan
Child age
Max Expense Ratio:2.5%
Age Based Investment Options
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.
Static Investment Options
This refers to an investment option that is not programmed to change over time. The individual fund portfolio and multi-fund portfolio described below are static options. So are many portfolios that do not use mutual funds, such as stable-value options, guaranteed options, CD options, etc.
| Portfolio | E.R.ix | % Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| 80% Equity Portfolio | 1.37% | 0% | N/A | N/A |
| 40% Equity Portfolio | 1.09% | 0% | N/A | N/A |
| 10% Equity Portfolio | 0.84% | 0% | N/A | N/A |
| 80% Equity Portfolio | 1.37% | 80% | 3.38% | 27 of 36 |
| 40% Equity Portfolio | 1.09% | 40% | 3.09% | 13 of 23 |
| 10% Equity Portfolio | 0.83% | 10% | 2.08% | 19 of 34 |
| Short-Term Portfolio | 0.77% | 0% | 1.74% | 13 of 34 |
| 70% Equity (formerly Aggressive) Portfolio | 1.33% | 70% | 3.29% | 17 of 36 |
| 100% Equity Portfolio | 1.44% | 100% | 3.74% | 159 of 321 |
| 50% Equity (formerly Conservative) Portfolio | 1.19% | 50% | 3.18% | 13 of 37 |
| 30% Equity (formerly Very Conservative) Portfolio | 0.99% | 30% | 2.79% | 4 of 23 |
| 60% Equity (formerly Moderate) Portfolio | 1.26% | 60% | 3.41% | 22 of 37 |
| 90% Equity (formerly Very Aggressive) Portfolio | 1.4% | 90% | 3.52% | 138 of 321 |
| 20% Equity (formerly Short-Term Plus) Portfolio | 0.9% | 20% | 2.49% | 26 of 34 |
Individual Investment Options
Sometimes called a single-fund option, this is a portfolio invested in a single mutual fund. Often the name of the 529 portfolio is very similar to the name of the underlying mutual fund. A large number of broker-sold 529s offer an extensive line-up of individual fund options, while a smaller number of direct-sold 529s offer them.
| Portfolio | E.R.ix | % Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| Cash and Cash Equivalents Portfolio | 0.34% | 0% | 2.18% | 3 of 30 |
| International Growth Portfolio | 1.62% | 100% | -7.29% | 292 of 321 |
| Small Cap Growth Portfolio | 1.81% | 100% | 8.23% | 77 of 321 |
| Disciplined Growth Portfolio | 1.47% | 100% | 7.63% | 83 of 321 |
| Diversified Bond Portfolio | 1.05% | 0% | 2.69% | 63 of 102 |
| Heritage Portfolio | 1.46% | 100% | 10.87% | 72 of 321 |
| Mid-Cap Value Portfolio | 1.41% | 100% | 0.34% | 246 of 321 |
| Real Estate Portfolio | 1.6% | 100% | 17.86% | 74 of 321 |
| Inflation Protection Bond Portfolio | 1.02% | 0% | 1.34% | 31 of 102 |
| Value Portfolio | 1.43% | 100% | 3.55% | 195 of 321 |
| International Bond Portfolio | 1.25% | 0% | -5.68% | 97 of 102 |
| Sustainable Equity Portfolio | 1.45% | 100% | 6.59% | 102 of 321 |
Use the form below to filter through the investment options in this plan