MISC
Portfolio Fee & Performance Lookup
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(Change) Texas: Texas College Savings Plan
Portfolios
(Select) Blended 100% Equity Portfolio
(Select) Blended Age Based 0-6 Years Portfolio
(Select) Blended Age Based 10-11 Years Portfolio
(Select) Blended Age Based 12-14 Years Portfolio
(Select) Blended Age Based 15-17 Years Portfolio
(Select) Blended Age Based 18 Years and Over Portfolio
(Select) Blended Age Based 7-9 Years Portfolio
(Select) Blended Balanced Portfolio
(Select) Fixed Income Portfolio
(Select) Index 100% Equity Portfolio
(Select) Index Age Based 0-6 Years Portfolio
(Select) Index Age Based 10-11 Years Portfolio
(Select) Index Age Based 12-14 Years Portfolio
(Select) Index Age Based 15-17 Years Portfolio
(Select) Index Age Based 18 Years and Over Portfolio
(Select) Index Age Based 7-9 Years Portfolio
(Select) Index Balanced Portfolio
(Select) Inflation Protected Bond Portfolio
(Select) U.S. Government Money Market 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
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 | Pennsylvania | Pennsylvania 529 Investment Plan |
| 2 | Louisiana | START Saving Program |
| 3 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
| State | Plan Name | |
|---|---|---|
| 1 | West Virginia | SMART529 WV Direct College Savings Plan |
| 2 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
| 3 | Delaware | Delaware College Investment Plan |
Five-year rankings are based on a plan's average annual investment returns over the last five years
| State | Plan Name | |
|---|---|---|
| 1 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
| 2 | New York | New York's 529 College Savings Program -- Direct Plan |
| 3 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
10-year rankings are based on a plan's average annual investment returns over the last ten years.
| State | Plan Name | |
|---|---|---|
| 1 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
| 2 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
| 3 | New York | New York's 529 College Savings Program -- Direct Plan |
