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MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) Kansas: Learning Quest 529 Education Savings Program (Direct-sold)
Portfolios
(Select) 10% Equity Portfolio
(Select) 100% Equity Portfolio
(Select) 20% Equity (formerly Short-Term Plus) Portfolio
(Select) 30% Equity (formerly Very Conservative)Portfolio
(Select) 40% Equity Portfolio
(Select) 50% Equity (formerly Conservative) Portfolio
(Select) 500 Index Portfolio
(Select) 60% Equity (formerly Moderate) Portfolio
(Select) 70% Equity (formerly Aggressive) Portfolio
(Select) 80% Equity Portfolio
(Select) 90% Equity (formerly Very Aggressive) Portfolio
(Select) Aggressive Age Based: 20% Equity (Age 20+)
(Select) Aggressive Age Based: 30% Equity (Age 18-19)
(Select) Aggressive Age Based: 40% Equity (Age 16-17)
(Select) Aggressive Age Based: 50% Equity (Age 14-15)
(Select) Aggressive Age Based: 60% Equity (Age 11-13)
(Select) Aggressive Age Based: 70% Equity (Age 8-10)
(Select) Aggressive Age Based: 80% Equity (Age 5-7)
(Select) Aggressive Age Based: 90% Equity (Age 0-4)
(Select) Balanced Index Portfolio
(Select) Cash and Cash Equivalents Portfolio
(Select) Conservative Age Based: 10% Equity (Age 18-19)
(Select) Conservative Age Based: 20% Equity (Age 16-17)
(Select) Conservative Age Based: 30% Equity (Age 11-13)
(Select) Conservative Age Based: 30% Equity (Age 14-15)
(Select) Conservative Age Based: 40% Equity (Age 8-10)
(Select) Conservative Age Based: 50% Equity (Age 5-7)
(Select) Conservative Age Based: 60% Equity (Age 0-4)
(Select) Conservative Age Based: Short-Term (Age 20+)
(Select) Index Fund Age Based: 10% Equity Index Portfolio (Age 20+)
(Select) Index Fund Age Based: 20% Equity Index Portfolio (Age 18-19)
(Select) Index Fund Age Based: 30% Equity Index Portfolio (Age 16-17)
(Select) Index Fund Age Based: 40% Equity Index Portfolio (Age 15)
(Select) Index Fund Age Based: 50% Equity Index Portfolio (Age 13-14)
(Select) Index Fund Age Based: 60% Equity Index Portfolio (Age 11-12)
(Select) Index Fund Age Based: 70% Equity Index Portfolio (Age 10)
(Select) Index Fund Age Based: 80% Equity Index Portfolio (Age 0-9)
(Select) Index Track: 10% Equity Index Portfolio
(Select) Index Track: 20% Equity Index Portfolio
(Select) Index Track: 30% Equity Index Portfolio
(Select) Index Track: 40% Equity Index Portfolio (formerly Conservative Index Portfolio)
(Select) Index Track: 50% Equity Index Portfolio
(Select) Index Track: 60% Equity Index Portfolio (formerly Moderate Index Portfolio)
(Select) Index Track: 70% Equity Index Portfolio
(Select) Index Track: 80% Equity Index Portfolio (formerly Aggressive Index Portfolio)
(Select) Moderate Age Based: 10% Equity (Age 20+)
(Select) Moderate Age Based: 20% Equity (Age 18-19)
(Select) Moderate Age Based: 30% Equity (Age 16-17)
(Select) Moderate Age Based: 40% Equity (Age 14-15)
(Select) Moderate Age Based: 50% Equity (Age 11-13)
(Select) Moderate Age Based: 50% Equity (Age 8-10)
(Select) Moderate Age Based: 60% Equity (Age 5-7)
(Select) Moderate Age Based: 70% Equity (Age 0-4)
(Select) Short-Term Portfolio
(Select) Total Bond Market Index Portfolio
(Select) Total Growth Index Portfolio
Access exclusive tools and resources for professionals only
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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 |
