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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 Ratingx

4 of 5

Fee Scorex

3.5 of 5

Performancex

N/A
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  • Program typeSavings
  • Inception2002
  • State agency
    Kansas State Treasurer
  • Tax deduction
    Tax deduction for single filers $3,000/yr
    Tax deduction for joint filers $6,000/yr
  • Program Manager
    American Century Investment Management, Inc.
  • Program distributor
    American Century Investment Services, Inc.
  • Manager contract termUNLOCK PRO
Plan Details
Investment Options

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.

PortfolioE.R% Equity1YR PerformanceRank
Conservative
Conservative Age Based: 60% Equity (Age 0-4)1.26%60%6.89%13 of 21
Conservative Age Based: 50% Equity (Age 5-7)1.19%50%5.60%13 of 24
Conservative Age Based: 40% Equity (Age 8-10)1.09%40%4.73%N/A
Conservative Age Based: 30% Equity (Age 11-13)0.98%30%3.73%11 of 26
Conservative Age Based: 30% Equity (Age 14-15)0.98%30%3.73%10 of 26
Conservative Age Based: 20% Equity (Age 16-17)0.91%20%2.52%12 of 33
Conservative Age Based: 10% Equity (Age 18-19)0.84%10%1.19%N/A
Conservative Age Based: Short-Term (Age 20+)0.77%0%N/A28 of 33
Moderate
Moderate Age Based: 70% Equity (Age 0-4)1.32%70%7.9%6 of 21
Moderate Age Based: 60% Equity (Age 5-7)1.26%60%6.89%5 of 24
Moderate Age Based: 50% Equity (Age 8-10)1.09%50%5.60%12 of 24
Moderate Age Based: 50% Equity (Age 11-13)1.09%50%5.60%8 of 32
Moderate Age Based: 40% Equity (Age 14-15)1.09%40%4.73%N/A
Moderate Age Based: 30% Equity (Age 16-17)0.98%30%3.73%10 of 26
Moderate Age Based: 20% Equity (Age 18-19)0.91%20%2.52%11 of 33
Moderate Age Based: 10% Equity (Age 20+)0.84%10%1.19%N/A
Aggressive
Aggressive Age Based: 90% Equity (Age 0-4)1.40%90%10.91%4 of 24
Aggressive Age Based: 80% Equity (Age 5-7)1.37%80%9.27%N/A
Aggressive Age Based: 70% Equity (Age 8-10)1.32%70%7.9%9 of 20
Aggressive Age Based: 60% Equity (Age 11-13)1.26%60%6.89%6 of 20
Aggressive Age Based: 50% Equity (Age 14-15)1.19%50%5.60%7 of 32
Aggressive Age Based: 40% Equity (Age 16-17)1.09%40%4.73%N/A
Aggressive Age Based: 30% Equity (Age 18-19)0.98%30%3.73%9 of 26
Aggressive Age Based: 20% Equity (Age 20+)0.91%20%2.52%10 of 33

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.

PortfolioE.R% Equity1YR PerformanceRank
80% Equity Portfolio1.37%0%N/AN/A
40% Equity Portfolio1.09%0%N/AN/A
10% Equity Portfolio0.84%0%N/AN/A
80% Equity Portfolio1.37%80%9.27%N/A
40% Equity Portfolio1.09%40%4.73%N/A
10% Equity Portfolio0.83%10%N/AN/A
Short-Term Portfolio0.77%0%N/A27 of 33
70% Equity (formerly Aggressive) Portfolio1.32%70%7.9%12 of 34
100% Equity Portfolio1.44%100%12.24%130 of 308
50% Equity (formerly Conservative) Portfolio1.19%50%5.60%14 of 37
30% Equity (formerly Very Conservative) Portfolio0.98%30%3.73%7 of 19
60% Equity (formerly Moderate) Portfolio1.26%60%6.89%7 of 37
90% Equity (formerly Very Aggressive) Portfolio1.4%90%10.91%150 of 308
20% Equity (formerly Short-Term Plus) Portfolio0.89%20%2.52%5 of 33

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.

PortfolioE.R% Equity1YR PerformanceRank
Cash and Cash Equivalents Portfolio0.34%0%1.6%N/A
Fundamental Equity Portfolio1.45%100%-2.63%307 of 308
International Growth Portfolio1.61%100%4.66%101 of 308
Small Cap Growth Portfolio1.80%100%27.38%18 of 308
Disciplined Growth Portfolio1.47%100%20.48%53 of 308
Diversified Bond Portfolio1.04%0%-2.38%90 of 98
Heritage Portfolio1.45%100%18.7%96 of 308
Mid-Cap Value Portfolio1.40%100%6.58%255 of 308
Real Estate Portfolio1.6%100%3.25%287 of 308
Inflation Protection Bond Portfolio1.02%0%0.3%36 of 98
Value Portfolio1.43%100%9.1%245 of 308
International Bond Portfolio1.25%0%-3.44%41 of 98
Sustainable Equity Portfolio1.45%100%19%82 of 308

Use the form below to filter through the investment options in this plan

Child age


Max Expense Ratio:2.5%