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MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) West Virginia: SMART529 Select
Portfolios
(Select) SMART529 Select 1-Year Fixed Portfolio
(Select) SMART529 Select Age-Based Portfolio 0-3
(Select) SMART529 Select Age-Based Portfolio 11-12
(Select) SMART529 Select Age-Based Portfolio 13-14
(Select) SMART529 Select Age-Based Portfolio 15-16
(Select) SMART529 Select Age-Based Portfolio 17-18
(Select) SMART529 Select Age-Based Portfolio 19+
(Select) SMART529 Select Age-Based Portfolio 4-6
(Select) SMART529 Select Age-Based Portfolio 7-8
(Select) SMART529 Select Age-Based Portfolio 9-10
(Select) SMART529 Select Aggressive Growth Portfolio
(Select) SMART529 Select All Equity Portfolio
(Select) SMART529 Select Balanced Portfolio
(Select) SMART529 Select Conservative Portfolio
(Select) SMART529 Select Fixed Income Portfolio
(Select) SMART529 Select Growth Portfolio
(Select) SMART529 Select Moderate Growth Portfolio
(Select) SMART529 Select Moderately Aggressive Portfolio
(Select) SMART529 Select Moderately Conservative 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
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 | 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) |
