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MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) Georgia: Path2College 529 Plan
Portfolios
(Select) 100% Fixed-Income Portfolio
(Select) 2024/2025 Enrollment Portfolio
(Select) 2026/2027 Enrollment Portfolio
(Select) 2028/2029 Enrollment Portfolio
(Select) 2030/2031 Enrollment Portfolio
(Select) 2032/2033 Enrollment Portfolio
(Select) 2034/2035 Enrollment Portfolio
(Select) 2036/2037 Enrollment Portfolio
(Select) 2038/2039 Enrollment Portfolio
(Select) 2040/2041 Enrollment Portfolio
(Select) Balanced Allocation Portfolio
(Select) Conservative Allocation Portfolio
(Select) High Equity Allocation Portfolio
(Select) In School Enrollment Portfolio
(Select) Principal Plus Interest Portfolio (formerly Guaranteed Portfolio)
(Select) U.S. Equity Index 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 | Montana | Achieve Montana |
2 | Nevada | USAA 529 Education Savings Plan |
3 | West Virginia | SMART529 Select |
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 | Indiana | CollegeChoice 529 Direct Savings Plan |
3 | Wisconsin | Edvest |
Five-year rankings are based on a plan's average annual investment returns over the last five years
State | Plan Name | |
---|---|---|
1 | West Virginia | SMART529 WV Direct College Savings Plan |
2 | District of Columbia | DC College Savings Plan |
3 | Wisconsin | Edvest |
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 | Wisconsin | Edvest |
3 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |