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.
80% Equity Portfolio
Asset Allocation
Asset Class | % Assets | Category Avg. |
---|---|---|
US Stock | 60.31% | 51.61% |
Foreign Stock | 16.94% | 18.91% |
Real Estate | 2.75% | 1.13% |
Bond | 20% | 27.11% |
Short Term Bond | 0% | 1.2% |
Cash/MM | 0% | 0.37% |
Performance
Fees & Expenses (1 Year)
Total Expense Ratio
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.
Growth of $10,000
Assumptions
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 09/30/2024.
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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).