Join Upromise Today

Earn cash back rewards on things you do every day with Upromise. Your Upromise account can link to any 529 plan to help you save more money. Join now for free.

Learning Quest 529 Education Savings Program (Direct-sold)

This is a Top 10 Plan

American Century manages the Learning Quest 529 Education Savings Program (Direct-sold) for Kansas, featuring three age-based tracks with a mix of American Century, Vanguard and Baird funds, one age-based track with Vanguard index funds, 12 static options, and the Cash and Cash Equivalents Portfolio. Accounts can be linked to the Upromise rewards service.

Fee Score

4 / 5

Performance

4 / 5
  • Program type
    Savings
  • Inception
    2000
  • State agency
    Kansas State Treasurer
  • Tax deduction
  • Program Manager
    American Century Investment Management, Inc.
  • Program distributor
    American Century Investment Services, Inc.

50% Equity (formerly Conservative) Portfolio

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stock41.88%36.63%
Foreign Stock8.13%16.36%
Real Estate2%1.28%
Bond40%39.9%
Short Term Bond8%3.21%
Cash/MM2%2.54%

Performance

Category Avg
This Portfolio
This Portfolio
Category Avg

Fees & Expenses (1 Year)

Category Avg
This Portfolio
This Portfolio
Category Avg

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.

$0

Growth of $10,000

Category Avg
This Portfolio

Assumptions

Data in "Growth of $10,000" is based on historical annual performance data.

Data as of 12/31/2023.

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).

A good place to start:
A good place to start:
See the best 529 plans, personalized for you
See the best 529 plans, personalized for you
Get Started