MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) Idaho: Idaho College Savings Program (IDeal)
Portfolios
(Select) Aggressive Growth Portfolio
(Select) Aggressive: Aggressive Growth Portfolio (0-4)
(Select) Aggressive: Blended Growth Portfolio (10-11)
(Select) Aggressive: Blended Income Portfolio (19 or Older)
(Select) Aggressive: Conservative Growth Portfolio (17-18)
(Select) Aggressive: Growth Portfolio (7-9)
(Select) Aggressive: Moderate Growth Portfolio (12-14)
(Select) Aggressive: Moderately Aggressive Growth Portfolio (5-6)
(Select) Aggressive: Moderately Conservative Growth Portfolio (15-16)
(Select) Conservative Growth Portfolio
(Select) Conservative: Blended Growth Portfolio (0-4)
(Select) Conservative: Blended Income Portfolio (12-14)
(Select) Conservative: Conservative Growth Portfolio (10-11)
(Select) Conservative: Income Portfolio (15-16)
(Select) Conservative: Income Portfolio (17-18)
(Select) Conservative: Interest Accumulation Portfolio (19 or Older)
(Select) Conservative: Moderate Growth Portfolio (5-6)
(Select) Conservative: Moderately Conservative Growth Portfolio (7-9)
(Select) Growth Portfolio
(Select) Income Portfolio
(Select) Interest Accumulation Portfolio
(Select) Moderate Growth Portfolio
(Select) Moderate: Blended Growth Portfolio (7-9)
(Select) Moderate: Blended Income Portfolio (17-18)
(Select) Moderate: Conservative Growth Portfolio (15-16)
(Select) Moderate: Growth Portfolio (5-6)
(Select) Moderate: Income Portfolio (19 or Older)
(Select) Moderate: Moderate Growth Portfolio (10-11)
(Select) Moderate: Moderately Aggressive Growth Portfolio (0-4)
(Select) Moderate: Moderately Conservative Growth Portfolio (12-14)
(Select) Savings 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 | Indiana | CollegeChoice 529 Direct Savings Plan |
| 2 | Louisiana | START Saving Program |
| 3 | Iowa | College Savings Iowa |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
| State | Plan Name | |
|---|---|---|
| 1 | Indiana | CollegeChoice 529 Direct Savings Plan |
| 2 | New York | New York's 529 College Savings Program -- Direct Plan |
| 3 | Nevada | The Vanguard 529 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 | Nevada | The Vanguard 529 Savings Plan |
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 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
| 3 | New York | New York's 529 College Savings Program -- Direct Plan |
