{{parent.cta_data.text}}
{{parent.title}}
Login
MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) Texas: LoneStar 529 Plan
Portfolios
(Select) 2024-2025 Portfolio
(Select) 2026-2027 Portfolio
(Select) 2028-2029 Portfolio
(Select) 2030-2031 Portfolio
(Select) 2032-2033 Portfolio
(Select) 2034-2035 Portfolio
(Select) 2036-2037 Portfolio
(Select) 2038-2039 Portfolio
(Select) 2040-2041 Portfolio
(Select) Active Bond Portfolio
(Select) Active International Portfolio
(Select) Aggressive Allocation Portfolio
(Select) Balanced Allocation Portfolio
(Select) Capital Preservation Portfolio
(Select) Commodity Portfolio
(Select) Conservative Allocation Portfolio
(Select) Diversified Equity Portfolio
(Select) Diversified Fixed Income Portfolio
(Select) Emerging Markets Portfolio
(Select) Enrolled Years Portfolio
(Select) High Yield Fixed Income Portfolio
(Select) Inflation Protection Portfolio
(Select) International Fixed Income Portfolio
(Select) Long-Term Fixed Income Portfolio
(Select) Passive Bond Portfolio
(Select) Passive International Portfolio
(Select) Real Estate Portfolio
(Select) Short-Term Fixed Income Portfolio
(Select) Small-Cap Portfolio
(Select) Socially Responsible Portfolio
(Select) U.S. Growth Portfolio
(Select) U.S. Total Stock Market
(Select) U.S. Value Portfolio
Access exclusive tools and resources for professionals only
Access our exclusive content, reports, calculators and sales leads with a Premium Subscription.
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
Pro Dashboard
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 | New Jersey | NJBEST 529 College Savings Plan |
| 2 | Utah | my529 |
| 3 | Kansas | Schwab 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 | South Dakota | CollegeAccess 529 (Direct-sold) |
| 2 | Wisconsin | Edvest |
| 3 | West Virginia | SMART529 WV Direct 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 | West Virginia | SMART529 WV Direct College Savings Plan |
| 2 | Indiana | CollegeChoice 529 Direct Savings Plan |
| 3 | District of Columbia | DC College Savings Plan |
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 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
| 3 | Alaska | T. Rowe Price College Savings Plan |
