MISC
Portfolio Fee & Performance Lookup
Select a 529 plan.
The Portfolio Fee & Performance Lookup provides you with access to the fee and performance details of any 529 plan investment option (more than 3,500 available).
Plans
Alabama
(Select) CollegeCounts 529 Fund
(Select) CollegeCounts 529 Fund Advisor Plan
Alaska
(Select) Alaska 529
(Select) John Hancock Freedom 529
(Select) T. Rowe Price College Savings Plan
Arizona
(Select) AZ529, Arizona's Education Savings Plan
(Select) The Goldman Sachs 529 Plan
Arkansas
(Select) Arkansas Brighter Future Direct Plan
(Select) Brighter Future Advisor Plan
California
(Select) ScholarShare 529
Colorado
(Select) Direct Portfolio College Savings Plan
(Select) Scholars Choice Education Savings Plan
Connecticut
(Select) CHET Advisor 529 College Savings Program
(Select) Connecticut Higher Education Trust (CHET)
Delaware
(Select) DE529 Education Savings Plan
District of Columbia
(Select) DC College Savings Plan
Florida
(Select) Florida 529 Savings Plan
Georgia
(Select) Path2College 529 Plan
Hawaii
(Select) Hawaii's College Savings Program
Idaho
(Select) Idaho College Savings Program (IDeal)
Illinois
(Select) Bright Directions Advisor-Guided 529 College Savings Program
(Select) Bright Start Direct-Sold College Savings Program
Indiana
(Select) Indiana529 Advisor Savings Plan
(Select) Indiana529 Direct Savings Plan
Iowa
(Select) IAdvisor 529 Plan
(Select) ISave 529
Kansas
(Select) Learning Quest 529 Education Savings Program (Direct-sold)
(Select) Learning Quest Advisor
(Select) Schwab 529 College Savings Plan
Kentucky
(Select) KY Saves 529
Louisiana
(Select) START Saving Program
Maine
(Select) NextGen 529 -- Client Connect Series
(Select) NextGen 529 -- Client Direct Series
(Select) NextGen 529 -- Client Select Series
Maryland
(Select) Maryland College Investment Plan
Massachusetts
(Select) U.Fund College Investing Plan
Michigan
(Select) MI 529 Advisor Plan
(Select) Michigan Education Savings Program (MESP)
Minnesota
(Select) Minnesota College Savings Plan
Mississippi
(Select) Mississippi Affordable College Savings (MACS) Program
Missouri
(Select) MOST - Missouri's 529 Education Plan (Direct-sold)
Montana
(Select) Achieve Montana
Nebraska
(Select) Bloomwell 529 Education Savings Plan
(Select) Nebraska Education Savings Trust -- Advisor College Savings Plan
(Select) Nebraska Education Savings Trust -- Direct College Savings Plan
(Select) State Farm 529 Savings Plan
Nevada
(Select) Future Path 529 Plan
(Select) Putnam 529 for America
(Select) The Vanguard 529 College Savings Plan
(Select) USAA 529 Education Savings Plan
(Select) Wealthfront 529 College Savings Plan
New Hampshire
(Select) Fidelity Advisor 529 Plan
(Select) UNIQUE College Investing Plan
New Jersey
(Select) Franklin Templeton 529 College Savings Plan
(Select) NJBEST 529 College Savings Plan
New Mexico
(Select) Scholar's Edge
(Select) The Education Plan
New York
(Select) New York's 529 Advisor-Guided College Savings Plan
(Select) New York's 529 College Savings Program -- Direct Plan
North Carolina
(Select) Morgan Stanley National Advisory 529 Plan
(Select) NC 529 Plan
North Dakota
(Select) College SAVE (Advisor)
(Select) College SAVE (Direct)
Ohio
(Select) BlackRock CollegeAdvantage Advisor 529 Savings Plan
(Select) Ohio's 529 Plan, CollegeAdvantage
Oklahoma
(Select) Oklahoma 529
(Select) Oklahoma Dream 529 Plan
Oregon
(Select) MFS 529 Savings Plan
(Select) Oregon College Savings Plan
Pennsylvania
(Select) Pennsylvania 529 Investment Plan
Rhode Island
(Select) CollegeBound 529 (Advisor-sold)
(Select) CollegeBound Saver (Direct-sold)
South Carolina
(Select) Future Scholar 529 College Savings Plan (Advisor-sold)
(Select) Future Scholar 529 College Savings Plan (Direct-sold)
South Dakota
(Select) CollegeAccess 529 (Advisor-sold)
(Select) CollegeAccess 529 (Direct-sold)
Tennessee
(Select) TNStars College Savings 529 Program
Texas
(Select) LoneStar 529 Plan
(Select) Texas College Savings Plan
Utah
(Select) ABLE Utah
(Select) my529
Vermont
(Select) Vermont Higher Education Investment Plan
Virginia
(Select) CollegeAmerica
(Select) Invest529
Washington
(Select) DreamAhead College Investment Plan
West Virginia
(Select) SMART529 Select
(Select) SMART529 WV Direct College Savings Plan
(Select) The Hartford SMART529
Wisconsin
(Select) Edvest 529
(Select) Tomorrow's Scholar 529 Plan
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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.
