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Schwab 529 College Savings Plan

The Kansas Schwab 529 College Savings Plan is available through discount broker Charles Schwab and managed by American Century. The Plan utilizes a variety of mutual fund families in its age-based and static portfolio options. Accounts can be linked to the Upromise rewards service.

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Fee Scorex

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Performancex

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  • Program typeSavings
  • Inception2003
  • State agency
    Kansas State Treasurer
  • Tax deduction
  • Program Manager
    American Century Investment Management, Inc.
  • Program distributor
    Charles Schwab & Co. Inc.
  • Manager contract termUNLOCK PRO
Plan Details
Investment Options

Investors in Schwab 529 College Savings Plan 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.x% Equity1YR PerformanceRank
Conservative
Moderately Conservative: Age 0-4 (40% Equity)0.77%40%-3.98%8 of 72
Moderately Conservative: Age 11-13 (30% Equity)0.71%30%-2.90%71 of 78
Moderately Conservative: Age 14-15 (20% Equity)0.64%20%-1.60%37 of 78
Moderately Conservative: Age 16-17 (10% Equity)0.57%10%-0.49%38 of 122
Moderately Conservative: Age 18-19 (Short-Term)0.5%0%0.57%72 of 80
Moderately Conservative: Age 20+ (Short-Term)0.5%0%0.57%71 of 80
Moderately Conservative (Index): Age 0-4 (40% Equity)0.45%40%-2.86%3 of 72
Moderately Conservative (Index): Age 11-13 (30% Equity)0.45%30%-2.03%56 of 78
Moderately Conservative (Index): Age 14-15 (20% Equity)0.45%20%-1.02%23 of 78
Moderately Conservative (Index): Age 16-17 (10% Equity)0.25%10%N/A12 of 122
Moderately Conservative (Index): Age 18-19 (Short-Term)0.25%0%0.86%59 of 80
Moderately Conservative (Index): Age 20+ (Short-Term)0.25%0%0.86%58 of 80
Moderately Conservative: Age 5-7 (40% Equity)0.57%40%-3.98%43 of 70
Moderately Conservative: Age 8-10 (40% Equity)0.57%40%-3.98%42 of 70
Moderately Conservative (Index): Age 5-7 (40% Equity)0.25%40%-2.86%14 of 70
Moderately Conservative (Index): Age 8-10 (40% Equity)0.25%40%-2.86%13 of 70
Moderate
Moderately Conservative: Age 0-4 (40% Equity)0.77%40%-3.98%8 of 72
Moderately Conservative: Age 11-13 (30% Equity)0.71%30%-2.90%71 of 78
Moderately Conservative: Age 14-15 (20% Equity)0.64%20%-1.60%37 of 78
Moderately Conservative: Age 16-17 (10% Equity)0.57%10%-0.49%38 of 122
Moderately Conservative: Age 18-19 (Short-Term)0.5%0%0.57%72 of 80
Moderately Conservative: Age 20+ (Short-Term)0.5%0%0.57%71 of 80
Moderate: Age 0-4 (60% Equity)0.86%60%-6.08%37 of 72
Moderate: Age 5-7 (60% Equity)0.86%60%-6.08%72 of 92
Moderate: Age 8-10 (50% Equity)0.80%50%-5.05%64 of 70
Moderate: Age 11-13 (40% Equity)0.77%40%-3.98%84 of 120
Moderate: Age 14-15 (30% Equity)0.71%30%-2.90%70 of 78
Moderate: Age 16-17 (20% Equity)0.64%20%-1.60%104 of 122
Moderate: Age 18-19 (10% Equity)0.57%10%-0.49%37 of 122
Moderate: Age 20+ (Short-Term)0.5%0%0.57%70 of 80
Moderately Aggressive: Age 0-4 (80% Equity)0.94%80%-8.20%71 of 72
Moderately Aggressive: Age 5-7 (70% Equity)0.90%70%-7.14%82 of 92
Moderately Aggressive: Age 8-10 (60% Equity)0.86%60%-6.08%71 of 92
Moderately Aggressive: Age 11-13 (50% Equity)0.80%50%-5.05%117 of 120
Moderately Aggressive: Age 14-15 (40% Equity)0.77%40%-3.98%83 of 120
Moderately Aggressive: Age 16-17 (30% Equity)0.71%30%-2.90%58 of 78
Moderately Aggressive: Age 18-19 (20% Equity)0.64%20%-1.60%103 of 122
Moderately Aggressive: Age 20+ (10% Equity)0.57%10%-0.49%36 of 122
Moderately Conservative (Index): Age 0-4 (40% Equity)0.45%40%-2.86%3 of 72
Moderately Conservative (Index): Age 11-13 (30% Equity)0.45%30%-2.03%56 of 78
Moderately Conservative (Index): Age 14-15 (20% Equity)0.45%20%-1.02%23 of 78
Moderately Conservative (Index): Age 16-17 (10% Equity)0.25%10%N/A12 of 122
Moderately Conservative (Index): Age 18-19 (Short-Term)0.25%0%0.86%59 of 80
Moderately Conservative (Index): Age 20+ (Short-Term)0.25%0%0.86%58 of 80
Moderate (Index): Age 0-4 (60% Equity)0.25%60%-4.63%11 of 72
Moderate (Index): Age 5-7 (60% Equity)0.45%60%-4.63%13 of 92
Moderate (Index): Age 8-10 (50% Equity)0.25%50%-3.81%35 of 70
Moderate (Index): Age 11-13 (40% Equity)0.25%40%-2.86%23 of 120
Moderate (Index): Age 14-15 (30% Equity)0.25%30%-2.03%55 of 78
Moderate (Index): Age 16-17 (20% Equity)0.25%20%-1.02%68 of 122
Moderate (Index): Age 18-19 (10% Equity)0.25%10%N/A11 of 122
Moderate (Index): Age 20+ (Short-Term)0.25%0%0.86%57 of 80
Moderately Aggressive (Index): Age 0-4 (80% Equity)0.25%80%-6.3%43 of 72
Moderately Aggressive (Index): Age 5-7 (70% Equity)0.25%70%-5.45%41 of 92
Moderately Aggressive (Index): Age 8-10 (60% Equity)0.25%60%-4.63%12 of 92
Moderately Aggressive (Index): Age 11-13 (50% Equity)0.25%50%-3.81%72 of 120
Moderately Aggressive (Index): Age 14-15 (40% Equity)0.25%40%-2.86%22 of 120
Moderately Aggressive (Index): Age 16-17 (30% Equity)0.25%30%-2.03%32 of 78
Moderately Aggressive (Index): Age 18-19 (20% Equity)0.25%20%-1.02%67 of 122
Moderately Aggressive (Index): Age 20+ (10% Equity)0.25%10%N/A10 of 122
Moderately Conservative: Age 5-7 (40% Equity)0.57%40%-3.98%43 of 70
Moderately Conservative: Age 8-10 (40% Equity)0.57%40%-3.98%42 of 70
Moderately Conservative (Index): Age 5-7 (40% Equity)0.25%40%-2.86%14 of 70
Moderately Conservative (Index): Age 8-10 (40% Equity)0.25%40%-2.86%13 of 70
Aggressive
Moderately Aggressive: Age 0-4 (80% Equity)0.94%80%-8.20%71 of 72
Moderately Aggressive: Age 5-7 (70% Equity)0.90%70%-7.14%82 of 92
Moderately Aggressive: Age 8-10 (60% Equity)0.86%60%-6.08%71 of 92
Moderately Aggressive: Age 11-13 (50% Equity)0.80%50%-5.05%117 of 120
Moderately Aggressive: Age 14-15 (40% Equity)0.77%40%-3.98%83 of 120
Moderately Aggressive: Age 16-17 (30% Equity)0.71%30%-2.90%58 of 78
Moderately Aggressive: Age 18-19 (20% Equity)0.64%20%-1.60%103 of 122
Moderately Aggressive: Age 20+ (10% Equity)0.57%10%-0.49%36 of 122
Aggressive: Age 0-4 (95% Equity)1%95%-9.94%49 of 55
Aggressive: Age 5-7 (80% Equity)0.94%80%-8.20%47 of 53
Aggressive: Age 8-10 (70% Equity)0.90%70%-7.14%81 of 92
Aggressive: Age 11-13 (60% Equity)0.86%60%-6.08%39 of 46
Aggressive: Age 14-15 (50% Equity)0.80%50%-5.05%116 of 120
Aggressive: Age 16-17 (40% Equity)0.77%40%-3.98%76 of 78
Aggressive: Age 18-19 (30% Equity)0.71%30%-2.90%57 of 78
Aggressive: Age 20+ (20% Equity)0.64%20%-1.60%102 of 122
Moderately Aggressive (Index): Age 0-4 (80% Equity)0.25%80%-6.3%43 of 72
Moderately Aggressive (Index): Age 5-7 (70% Equity)0.25%70%-5.45%41 of 92
Moderately Aggressive (Index): Age 8-10 (60% Equity)0.25%60%-4.63%12 of 92
Moderately Aggressive (Index): Age 11-13 (50% Equity)0.25%50%-3.81%72 of 120
Moderately Aggressive (Index): Age 14-15 (40% Equity)0.25%40%-2.86%22 of 120
Moderately Aggressive (Index): Age 16-17 (30% Equity)0.25%30%-2.03%32 of 78
Moderately Aggressive (Index): Age 18-19 (20% Equity)0.25%20%-1.02%67 of 122
Moderately Aggressive (Index): Age 20+ (10% Equity)0.25%10%N/A10 of 122
Aggressive (Index): Age 0-4 (95% Equity)0.25%95%-7.75%12 of 55
Aggressive (Index): Age 5-7 (80% Equity)0.25%80%-6.3%11 of 53
Aggressive (Index): Age 8-10 (70% Equity)0.25%70%-5.45%40 of 92
Aggressive (Index): Age 11-13 (60% Equity)0.25%60%-4.63%13 of 46
Aggressive (Index): Age 14-15 (50% Equity)0.25%50%-3.81%71 of 120
Aggressive (Index): Age 16-17 (40% Equity)0.25%40%-2.86%53 of 78
Aggressive (Index): Age 18-19 (30% Equity)0.25%30%-2.03%31 of 78
Aggressive (Index): Age 20+ (20% Equity)0.25%20%-1.02%66 of 122

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.x% Equity1YR PerformanceRank
Aggressive Portfolio1%95%-9.94%161 of 235
Moderately Aggressive Portfolio0.94%80%-8.20%48 of 50
Moderate Portfolio0.86%60%-6.08%47 of 52
Moderately Conservative Portfolio0.77%40%-3.98%37 of 39
Conservative Portfolio0.64%20%-1.60%67 of 70
Short-Term Portfolio0.5%0%0.57%35 of 70
Aggressive Index Portfolio0.25%95%-7.75%97 of 235
Moderately Aggressive Index Portfolio0.25%80%-6.3%22 of 50
Moderate Index Portfolio0.25%60%-4.63%25 of 52
Moderately Conservative Index Portfolio0.25%40%-2.86%25 of 39
Conservative Index Portfolio0.25%20%-1.02%58 of 70
Short-Term (Index)0.25%0%0.86%25 of 70

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.x% Equity1YR PerformanceRank
Money Market Portfolio0.4%0%1.47%47 of 68

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

Child age


Max Expense Ratio:2.5%