MISC
Portfolio Fee & Performance Lookup
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(Change) Texas: Lonestar 529 Plan
Portfolios
(Select) 100% Equity Portfolio
(Select) Age Based 0-6 Years Portfolio
(Select) Age Based 10-11 Years Portfolio
(Select) Age Based 12-14 Years Portfolio
(Select) Age Based 15-17 Years Portfolio
(Select) Age Based 18 Years and Over Portfolio
(Select) Age Based 7-9 Years Portfolio
(Select) All Cap Active Portfolio
(Select) Balanced Portfolio
(Select) Fixed Income Portfolio
(Select) Inflation Protected Bond Portfolio
(Select) Large Cap Growth Portfolio
(Select) Large Cap Passive Portfolio
(Select) Large Cap Value Portfolio
(Select) Non-U.S. Equity Portfolio
(Select) Small Cap Portfolio
(Select) Socially Responsible Portfolio
(Select) U.S. Government Money Market 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 |
