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.
- Program typeSavings
- Inception2002
- State agencyKansas State Treasurer
- Tax deduction
- Program ManagerAmerican Century Investment Management, Inc.
- Program distributorAmerican 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.
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.
| Portfolio | E.R. | %Â Equity | 1YR Performance | |
|---|---|---|---|---|
| Conservative | ||||
| Conservative Age Based: 60% Equity (Age 0-4) | 1.15% | 60% | 14.14% | |
| Conservative Age Based: 50% Equity (Age 5-7) | 1.1% | 50% | 11.28% | |
| Conservative Age Based: 40% Equity (Age 8-10) | 1.02% | 40% | 10.18% | |
| Conservative Age Based: 30% Equity (Age 11-13) | 0.92% | 30% | 8.85% | |
| Conservative Age Based: 30% Equity (Age 14-15) | 0.92% | 30% | 8.85% | |
| Conservative Age Based: 20% Equity (Age 16-17) | 0.85% | 20% | 7.51% | |
| Conservative Age Based: 10% Equity (Age 18-19) | 0.8% | 10% | 6.13% | |
| Conservative Age Based: Short-Term (Age 20+) | 0.74% | 0% | 4.86% | |
| Moderate | ||||
| Moderate Age Based: 70% Equity (Age 0-4) | 1.15% | 70% | 15.56% | |
| Moderate Age Based: 60% Equity (Age 5-7) | 1.1% | 60% | 14.14% | |
| Moderate Age Based: 50% Equity (Age 8-10) | 1.1% | 50% | 11.28% | |
| Moderate Age Based: 50% Equity (Age 11-13) | 1.02% | 50% | 11.28% | |
| Moderate Age Based: 40% Equity (Age 14-15) | 0.92% | 40% | 10.18% | |
| Moderate Age Based: 30% Equity (Age 16-17) | 0.85% | 30% | 8.85% | |
| Moderate Age Based: 20% Equity (Age 18-19) | 0.8% | 20% | 7.51% | |
| Moderate Age Based: 10% Equity (Age 20+) | 1.4% | 10% | 6.13% | |
| Aggressive | ||||
| Aggressive Age Based: 90% Equity (Age 0-4) | 1.26% | 90% | 18.95% | |
| Aggressive Age Based: 80% Equity (Age 5-7) | 1.24% | 80% | 17.14% | |
| Aggressive Age Based: 70% Equity (Age 8-10) | 1.22% | 70% | 15.56% | |
| Aggressive Age Based: 60% Equity (Age 11-13) | 1.15% | 60% | 14.14% | |
| Aggressive Age Based: 50% Equity (Age 14-15) | 1.1% | 50% | 11.28% | |
| Aggressive Age Based: 40% Equity (Age 16-17) | 1.02% | 40% | 10.18% | |
| Aggressive Age Based: 30% Equity (Age 18-19) | 0.92% | 30% | 8.85% | |
| Aggressive Age Based: 20% Equity (Age 20+) | 0.85% | 20% | 7.51% | |
