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MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) Missouri: MOST - Missouri's 529 Education Plan (Direct-sold)
Portfolios
(Select) Aggressive Age-Based (0-5) (Vanguard Aggressive Growth)
(Select) Aggressive Age-Based (10-11) (Vanguard Blended Growth)
(Select) Aggressive Age-Based (12-13) (Vanguard Moderate Growth)
(Select) Aggressive Age-Based (14-15) (Vanguard Blended Moderate Growth)
(Select) Aggressive Age-Based (16-17) (Vanguard Conservative Growth)
(Select) Aggressive Age-Based (18) (Vanguard Conservative)
(Select) Aggressive Age-Based (19+) (Vanguard Income)
(Select) Aggressive Age-Based (6-7) (Vanguard Aggressive)
(Select) Aggressive Age-Based (8-9) (Vanguard Growth)
(Select) Conservative Age-Based (0-5) (Vanguard Moderate Growth)
(Select) Conservative Age-Based (10-11) (Vanguard Conservative)
(Select) Conservative Age-Based (12-13) (Vanguard Income)
(Select) Conservative Age-Based (14-15) (Vanguard Blended Income)
(Select) Conservative Age-Based (16-17) (Vanguard Conservative Income)
(Select) Conservative Age-Based (18) (Vanguard Conservative Income)
(Select) Conservative Age-Based (19+) (Vanguard Interest Accumulation)
(Select) Conservative Age-Based (6-7) (Vanguard Blended Moderate Growth)
(Select) Conservative Age-Based (8-9) (Vanguard Conservative Growth)
(Select) DFA International Core Equity Portfolio
(Select) DFA Two-Year Global Fixed Income Portfolio
(Select) DFA U.S. Core Equity 1 Portfolio
(Select) DFA U.S. Large Cap Value Portfolio
(Select) DFA U.S. Small Cap Portfolio
(Select) Moderate Age-Based (0-5) (Vanguard Growth)
(Select) Moderate Age-Based (10-11) (Vanguard Blended Moderate Growth)
(Select) Moderate Age-Based (12-13) (Vanguard Conservative Growth)
(Select) Moderate Age-Based (14-15) (Vanguard Conservative)
(Select) Moderate Age-Based (16-17) (Vanguard Income)
(Select) Moderate Age-Based (18) (Vanguard Blended Income)
(Select) Moderate Age-Based (19+) (Vanguard Conservative Income)
(Select) Moderate Age-Based (6-7) (Vanguard Blended Growth)
(Select) Moderate Age-Based (8-9) (Vanguard Moderate Growth)
(Select) Vanguard Aggressive Growth Portfolio
(Select) Vanguard Conservative Growth Portfolio
(Select) Vanguard Conservative Income Portfolio
(Select) Vanguard Growth Portfolio
(Select) Vanguard Income Portfolio
(Select) Vanguard Interest Accumulation Portfolio
(Select) Vanguard Moderate Growth Portfolio
(Select) Vanguard Total Bond Market Index Portfolio
(Select) Vanguard Total International Bond Index Portfolio
(Select) Vanguard Total International Stock Index Portfolio
(Select) Vanguard Total Stock Market 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 |
