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MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) Iowa: College Savings Iowa
Portfolios
(Select) Aggressive Growth Portfolio
(Select) Aggressive Growth: Aggressive Growth Portfolio (0-5)
(Select) Aggressive Growth: Aggressive Growth Portfolio (6-7)
(Select) Aggressive Growth: Aggressive Growth Portfolio (8-9)
(Select) Aggressive Growth: Blended Aggressive Growth Portfolio (10-11)
(Select) Aggressive Growth: Blended Growth Portfolio (14-15)
(Select) Aggressive Growth: Conservative Growth Portfolio (18)
(Select) Aggressive Growth: Growth Portfolio (12-13)
(Select) Aggressive Growth: Income Portfolio (19+)
(Select) Aggressive Growth: Moderate Growth Portfolio (16-17)
(Select) Bond Index Portfolio
(Select) Conservative Growth Portfolio
(Select) Conservative Growth: Blended Conservative Growth Portfolio (10-11)
(Select) Conservative Growth: Blended Income Portfolio (14-15)
(Select) Conservative Growth: Blended Moderate Growth Portfolio (6-7)
(Select) Conservative Growth: Conservative Growth Portfolio (8-9)
(Select) Conservative Growth: Conservative Income Portfolio (16-17)
(Select) Conservative Growth: Conservative Income Portfolio (18)
(Select) Conservative Growth: Income Portfolio (12-13)
(Select) Conservative Growth: Interest Accumulation Portfolio (19+)
(Select) Conservative Growth: Moderate Growth Portfolio (0-5)
(Select) Conservative Income Portfolio
(Select) Growth Portfolio
(Select) Growth: Aggressive Growth Portfolio (0-5)
(Select) Growth: Blended Aggressive Growth Portfolio (6-7)
(Select) Growth: Blended Conservative Growth Portfolio (18)
(Select) Growth: Blended Growth Portfolio (10-11)
(Select) Growth: Blended Moderate Growth Portfolio (14-15)
(Select) Growth: Conservative Growth Portfolio (16-17)
(Select) Growth: Conservative Income Portfolio (19+)
(Select) Growth: Growth Portfolio (8-9)
(Select) Growth: Moderate Growth Portfolio (12-13)
(Select) Income Portfolio
(Select) Interest Accumulation Portfolio
(Select) Moderate Growth Portfolio
(Select) Moderate Growth: Blended Conservative Growth Portfolio (14-15)
(Select) Moderate Growth: Blended Growth Portfolio (6-7)
(Select) Moderate Growth: Blended Income Portfolio (18)
(Select) Moderate Growth: Blended Moderate Growth Portfolio (10-11)
(Select) Moderate Growth: Conservative Growth Portfolio (12-13)
(Select) Moderate Growth: Growth Portfolio (0-5)
(Select) Moderate Growth: Income Portfolio (16-17)
(Select) Moderate Growth: Interest Accumulation Portfolio (19+)
(Select) Moderate Growth: Moderate Growth Portfolio (8-9)
(Select) Total Domestic Stock Index Portfolio
(Select) Total International Stock Index Portfolio
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Free for Ameriprise Financial, Commonwealth Financial, Morgan Stanley, Raymond James and RW Baird.
Ameriprise Financial instructions
Consult with your office/branch manager for instructions.
Commonwealth Financial instructions
Commonwealth Financial Advisors, you will find your Savingsforcollege.com portal on CommunityLink in the Financial Planning Playbook under Education Planning Tools.
LPL Financial instructions
Visit the Education Planning page in the LPL BranchNet Resource Center to access your Savingforcollege.com portal.
Morgan Stanley instructions
Visit Tools and Forms in the Education Savings Products page in 3DResources to access your Savingforcollege.com portal.
Raymond James instructions
Visit the 529 Plan Resource Center on RJ Net to access your Savingforcollege.com portal.
RW Baird instructions
Visit the 529 Department page on BairdWeb to access your Savingforcollege.com portal.
Financial Professionals
Pro Dashboard
Top 529 College Savings Plans
One-year rankings are based on a plan's average investment returns over the last 12 months.
| State | Plan Name | |
|---|---|---|
| 1 | Nevada | USAA 529 Education Savings Plan |
| 2 | Florida | Florida 529 Savings Plan |
| 3 | New Jersey | NJBEST 529 College Savings Plan |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
| State | Plan Name | |
|---|---|---|
| 1 | South Dakota | CollegeAccess 529 (Direct-sold) |
| 2 | Wisconsin | Edvest 529 |
| 3 | Nevada | USAA 529 Education Savings Plan |
Five-year rankings are based on a plan's average annual investment returns over the last five years
| State | Plan Name | |
|---|---|---|
| 1 | Indiana | CollegeChoice 529 Direct Savings Plan |
| 2 | Florida | Florida 529 Savings Plan |
| 3 | Alaska | T. Rowe Price College Savings Plan |
10-year rankings are based on a plan's average annual investment returns over the last ten years.
| State | Plan Name | |
|---|---|---|
| 1 | West Virginia | SMART529 WV Direct College Savings Plan |
| 2 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
| 3 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
