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Schwab 529 College Savings Plan

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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 portfolios with an actively managed or index option. Accounts can be linked to the Upromise rewards service.

  • Program type
    Savings
  • Inception
    2003
  • State agency
    Kansas State Treasurer
  • Tax deduction
  • Program Manager
    American Century Investment Management, Inc.
  • Program distributor
    Charles Schwab & Co. Inc.

Investment Options

Investors in Schwab 529 College Savings Plan can select from the following investment options. Click on a portfolio name for more information.

Age Based Investment Optionsaccordion open icon

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 Performance
Conservative
Moderately Conservative: Age 0-4 (40% Equity)0.65%40%8.84%
Moderately Conservative: Age 11-13 (30% Equity)0.6%30%7.87%
Moderately Conservative: Age 14-15 (20% Equity)0.55%20%6.79%
Moderately Conservative: Age 16-17 (10% Equity)0.49%10%5.58%
Moderately Conservative: Age 18-19 (Short-Term)0.44%0%4.49%
Moderately Conservative: Age 20+ (Short-Term)0.44%0%4.49%
Moderately Conservative (Index): Age 0-4 (40% Equity)0.2%40%9.29%
Moderately Conservative (Index): Age 11-13 (30% Equity)0.2%30%8.13%
Moderately Conservative (Index): Age 14-15 (20% Equity)0.2%20%6.91%
Moderately Conservative (Index): Age 16-17 (10% Equity)0.2%10%5.6%
Moderately Conservative (Index): Age 18-19 (Short-Term)0.2%0%4.26%
Moderately Conservative (Index): Age 20+ (Short-Term)0.2%0%4.26%
Moderately Conservative: Age 5-7 (40% Equity)0.65%40%8.84%
Moderately Conservative: Age 8-10 (40% Equity)0.65%40%8.84%
Moderately Conservative (Index): Age 5-7 (40% Equity)0.2%40%9.29%
Moderately Conservative (Index): Age 8-10 (40% Equity)0.2%40%9.29%
Moderate
Moderately Conservative: Age 0-4 (40% Equity)0.65%40%8.84%
Moderately Conservative: Age 11-13 (30% Equity)0.6%30%7.87%
Moderately Conservative: Age 14-15 (20% Equity)0.55%20%6.79%
Moderately Conservative: Age 16-17 (10% Equity)0.49%10%5.58%
Moderately Conservative: Age 18-19 (Short-Term)0.44%0%4.49%
Moderately Conservative: Age 20+ (Short-Term)0.44%0%4.49%
Moderate: Age 0-4 (60% Equity)0.72%60%11.14%
Moderate: Age 5-7 (60% Equity)0.72%60%11.14%
Moderate: Age 8-10 (50% Equity)0.68%50%9.99%
Moderate: Age 11-13 (40% Equity)0.65%40%8.84%
Moderate: Age 14-15 (30% Equity)0.6%30%7.87%
Moderate: Age 16-17 (20% Equity)0.55%20%6.79%
Moderate: Age 18-19 (10% Equity)0.49%10%5.58%
Moderate: Age 20+ (Short-Term)0.44%0%4.49%
Moderately Aggressive: Age 0-4 (80% Equity)0.77%80%13.36%
Moderately Aggressive: Age 5-7 (70% Equity)0.74%70%12.21%
Moderately Aggressive: Age 8-10 (60% Equity)0.72%60%11.14%
Moderately Aggressive: Age 11-13 (50% Equity)0.68%50%9.99%
Moderately Aggressive: Age 14-15 (40% Equity)0.65%40%8.84%
Moderately Aggressive: Age 16-17 (30% Equity)0.6%30%7.87%
Moderately Aggressive: Age 18-19 (20% Equity)0.55%20%6.79%
Moderately Aggressive: Age 20+ (10% Equity)0.49%10%5.58%
Moderately Conservative (Index): Age 0-4 (40% Equity)0.2%40%9.29%
Moderately Conservative (Index): Age 11-13 (30% Equity)0.2%30%8.13%
Moderately Conservative (Index): Age 14-15 (20% Equity)0.2%20%6.91%
Moderately Conservative (Index): Age 16-17 (10% Equity)0.2%10%5.6%
Moderately Conservative (Index): Age 18-19 (Short-Term)0.2%0%4.26%
Moderately Conservative (Index): Age 20+ (Short-Term)0.2%0%4.26%
Moderate (Index): Age 0-4 (60% Equity)0.2%60%12.09%
Moderate (Index): Age 5-7 (60% Equity)0.2%60%12.09%
Moderate (Index): Age 8-10 (50% Equity)0.2%50%10.72%
Moderate (Index): Age 11-13 (40% Equity)0.2%40%9.29%
Moderate (Index): Age 14-15 (30% Equity)0.2%30%8.13%
Moderate (Index): Age 16-17 (20% Equity)0.2%20%6.91%
Moderate (Index): Age 18-19 (10% Equity)0.2%10%5.6%
Moderate (Index): Age 20+ (Short-Term)0.2%0%4.26%
Moderately Aggressive (Index): Age 0-4 (80% Equity)0.2%80%15.1%
Moderately Aggressive (Index): Age 5-7 (70% Equity)0.2%70%13.67%
Moderately Aggressive (Index): Age 8-10 (60% Equity)0.2%60%12.09%
Moderately Aggressive (Index): Age 11-13 (50% Equity)0.2%50%10.72%
Moderately Aggressive (Index): Age 14-15 (40% Equity)0.2%40%9.29%
Moderately Aggressive (Index): Age 16-17 (30% Equity)0.2%30%8.13%
Moderately Aggressive (Index): Age 18-19 (20% Equity)0.2%20%6.91%
Moderately Aggressive (Index): Age 20+ (10% Equity)0.2%10%5.6%
Moderately Conservative: Age 5-7 (40% Equity)0.65%40%8.84%
Moderately Conservative: Age 8-10 (40% Equity)0.65%40%8.84%
Moderately Conservative (Index): Age 5-7 (40% Equity)0.2%40%9.29%
Moderately Conservative (Index): Age 8-10 (40% Equity)0.2%40%9.29%
Aggressive
Moderately Aggressive: Age 0-4 (80% Equity)0.77%80%13.36%
Moderately Aggressive: Age 5-7 (70% Equity)0.74%70%12.21%
Moderately Aggressive: Age 8-10 (60% Equity)0.72%60%11.14%
Moderately Aggressive: Age 11-13 (50% Equity)0.68%50%9.99%
Moderately Aggressive: Age 14-15 (40% Equity)0.65%40%8.84%
Moderately Aggressive: Age 16-17 (30% Equity)0.6%30%7.87%
Moderately Aggressive: Age 18-19 (20% Equity)0.55%20%6.79%
Moderately Aggressive: Age 20+ (10% Equity)0.49%10%5.58%
Aggressive: Age 0-4 (95% Equity)0.82%95%14.83%
Aggressive: Age 5-7 (80% Equity)0.77%80%13.36%
Aggressive: Age 8-10 (70% Equity)0.74%70%12.21%
Aggressive: Age 11-13 (60% Equity)0.72%60%11.14%
Aggressive: Age 14-15 (50% Equity)0.68%50%9.99%
Aggressive: Age 16-17 (40% Equity)0.65%40%8.84%
Aggressive: Age 18-19 (30% Equity)0.6%30%7.87%
Aggressive: Age 20+ (20% Equity)0.55%20%6.79%
Moderately Aggressive (Index): Age 0-4 (80% Equity)0.2%80%15.1%
Moderately Aggressive (Index): Age 5-7 (70% Equity)0.2%70%13.67%
Moderately Aggressive (Index): Age 8-10 (60% Equity)0.2%60%12.09%
Moderately Aggressive (Index): Age 11-13 (50% Equity)0.2%50%10.72%
Moderately Aggressive (Index): Age 14-15 (40% Equity)0.2%40%9.29%
Moderately Aggressive (Index): Age 16-17 (30% Equity)0.2%30%8.13%
Moderately Aggressive (Index): Age 18-19 (20% Equity)0.2%20%6.91%
Moderately Aggressive (Index): Age 20+ (10% Equity)0.2%10%5.6%
Aggressive (Index): Age 0-4 (95% Equity)0.2%95%17.1%
Aggressive (Index): Age 5-7 (80% Equity)0.2%80%15.1%
Aggressive (Index): Age 8-10 (70% Equity)0.2%70%13.67%
Aggressive (Index): Age 11-13 (60% Equity)0.2%60%12.09%
Aggressive (Index): Age 14-15 (50% Equity)0.2%50%10.72%
Aggressive (Index): Age 16-17 (40% Equity)0.2%40%9.29%
Aggressive (Index): Age 18-19 (30% Equity)0.2%30%8.13%
Aggressive (Index): Age 20+ (20% Equity)0.2%20%6.91%
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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