MISC
Portfolio Fee & Performance Lookup
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(Change) Rhode Island: CollegeBound 529 (Advisor-sold)
Portfolios
(Select) Invesco CollegeBound 2019-2020 Portfolio
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(Select) Invesco CollegeBound 2037-2038 Portfolio
(Select) Invesco CollegeBound Today Portfolio
(Select) Invesco Conservative College Portfolio
(Select) Invesco Core Plus Bond Portfolio
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(Select) Invesco Equally-Weighted S&P 500 Portfolio
(Select) Invesco Equity and Income Portfolio
(Select) Invesco FTSE RAFI Developed Markets ex-U.S. Portfolio
(Select) Invesco FTSE RAFI US 1500 Small-Mid Portfolio
(Select) Invesco Global Sustainable Equity Portfolio
(Select) Invesco Growth College Portfolio
(Select) Invesco International Growth Portfolio
(Select) Invesco Moderate College Portfolio
(Select) Invesco Short Duration Inflation Protected Portfolio
(Select) Invesco Small Cap Growth Portfolio
(Select) Invesco Stable Value 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 | Nebraska | Nebraska Education Savings Trust - Direct College Savings Plan |
| 2 | Michigan | Michigan Education Savings Program |
| 3 | Nebraska | TD Ameritrade 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 | California | ScholarShare 529 |
| 2 | West Virginia | SMART529 WV Direct College Savings Plan |
| 3 | Alaska | T. Rowe Price College Savings 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 | 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 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
| 2 | Maine | NextGen 529 -- Client Direct Series |
| 3 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
