MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) Maine: NextGen College Investing Plan -- Client Select Series
Portfolios
(Select) American Century Inflation-Adjusted Bond Portfolio
(Select) BlackRock 100% Equity Portfolio
(Select) BlackRock 75% Equity Portfolio
(Select) BlackRock Advantage Large Cap Core Portfolio
(Select) BlackRock Advantage Large Cap Growth Portfolio
(Select) BlackRock Age-Based 0-3 Years Portfolio (formerly 0-7 Years)
(Select) BlackRock Age-Based 11-13 Years Portfolio
(Select) BlackRock Age-Based 14-16 Years Portfolio
(Select) BlackRock Age-Based 17-19 Years Portfolio
(Select) BlackRock Age-Based 20+ Years Portfolio
(Select) BlackRock Age-Based 4-7 Years Portfolio
(Select) BlackRock Age-Based 8-10 Years Portfolio
(Select) BlackRock Equity Dividend Portfolio
(Select) BlackRock Fixed Income Portfolio
(Select) BlackRock Global Allocation Portfolio
(Select) Franklin Templeton Age-Based 0-8 Years Portfolio
(Select) Franklin Templeton Age-Based 11-12 Years Portfolio
(Select) Franklin Templeton Age-Based 13-14 Years Portfolio (formerly 13-16 Years)
(Select) Franklin Templeton Age-Based 15-16 Years Portfolio
(Select) Franklin Templeton Age-Based 17-18 Years Portfolio (formerly 17-20 Years)
(Select) Franklin Templeton Age-Based 19-20 Years Portfolio
(Select) Franklin Templeton Age-Based 21+ Years Portfolio
(Select) Franklin Templeton Age-Based 9-10 Years Portfolio (formerly 9-12 Years)
(Select) Franklin Templeton Balanced Portfolio
(Select) Franklin Templeton Global Bond Portfolio
(Select) Franklin Templeton Growth & Income Portfolio
(Select) Franklin Templeton Growth Portfolio
(Select) Franklin Templeton Mutual Shares Portfolio
(Select) Franklin Templeton Small Cap Value Portfolio
(Select) Franklin Templeton Small-Mid Cap Growth Portfolio
(Select) iShares Age-Based 0-3 Years Portfolio (formerly 0-7 Years)
(Select) iShares Age-Based 11-13 Years Portfolio
(Select) iShares Age-Based 14-16 Years Portfolio
(Select) iShares Age-Based 17-19 Years Portfolio
(Select) iShares Age-Based 20+ Years Portfolio
(Select) iShares Age-Based 4-7 Years Portfolio
(Select) iShares Age-Based 8-10 Years Portfolio
(Select) iShares Core Conservative Allocation Portfolio
(Select) iShares Core Growth Allocation Portfolio
(Select) iShares Core Moderate Allocation Portfolio
(Select) iShares Diversified Equity Portfolio
(Select) iShares Diversified Fixed Income Portfolio
(Select) Lord Abbett Total Return Portfolio
(Select) MainStay Large Cap Growth Portfolio
(Select) MFS Age-Based 0-5 Years Portfolio
(Select) MFS Age-Based 11-13 Years Portfolio
(Select) MFS Age-Based 14-15 Years Portfolio
(Select) MFS Age-Based 16 Years Portfolio (formerly 16-17 Years)
(Select) MFS Age-Based 17 Years Portfolio
(Select) MFS Age-Based 18+ Years Portfolio
(Select) MFS Age-Based 6-10 Years Portfolio
(Select) MFS Conservative Mixed Asset Portfolio
(Select) MFS Equity Portfolio
(Select) MFS Fixed Income Portfolio
(Select) MFS Research International Portfolio
(Select) MFS Value Portfolio
(Select) Neuberger Berman International Equity Portfolio
(Select) NextGen Savings Portfolio
(Select) Principal Plus 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 | Utah | my529 |
| 2 | District of Columbia | DC College Savings Plan |
| 3 | Kansas | Learning Quest 529 Education Savings Program (Direct-sold) |
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 | California | ScholarShare 529 |
| 3 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
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 | California | ScholarShare 529 |
10-year rankings are based on a plan's average annual investment returns over the last ten years.
| State | Plan Name | |
|---|---|---|
| 1 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
| 2 | Alaska | T. Rowe Price College Savings Plan |
| 2 | Alaska | University of Alaska College Savings Plan |
