General Information

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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.

Our Ratingx

4.0 of 5

Fee Scorex

3.5 of 5

Performancex

2.5 of 5

  • Program typeSavings
  • Inception2002
  • State agency
    Kansas State Treasurer
  • Tax deduction
  • Program Manager
    American Century Investment Management, Inc.
  • Program distributor
    American Century Investment Services, Inc.
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40% Equity Portfolio


Jump To: Asset Allocation | Performance | Fees & ExpensesPrint

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stockx32.63%25.97%
Foreign Stockx5.88%6.12%
Real Estatex1.5%0.92%
Bondx37.5%48.02%
Short Term Bondx14%10.63%
Cash/MMx8.5%8.33%


Performance
Category Avg
This Portfolio

This Portfolio
Category Avg


Fees & Expenses (1 Year)
Category Avg
This Portfolio

This Portfolio
Category Avg

Total Expense Ratiox

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.


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Data as of 06/30/2019.

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 risk profile (represented as a % of equity).