MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) Arkansas: iShares 529 Plan
Portfolios
(Select) iShares 20+ Year Treasury Bond Portfolio (ETF)
(Select) iShares 2021 College Portfolio (ETF)
(Select) iShares 2024 College Portfolio (ETF)
(Select) iShares 2027 College Portfolio (ETF)
(Select) iShares 2030 College Portfolio (ETF)
(Select) iShares 2033 College Portfolio (ETF)
(Select) iShares 2036 College Portfolio (ETF)
(Select) iShares Aggressive Portfolio (ETF)
(Select) iShares College Portfolio (ETF)
(Select) iShares Conservative Portfolio (ETF)
(Select) iShares Core High Dividend Portfolio (ETF)
(Select) iShares Core MSCI EAFE Portfolio (ETF)
(Select) iShares Core MSCI Emerging Markets Portfolio (ETF)
(Select) iShares Core MSCI Total International Stock Portfolio (ETF)
(Select) iShares Core S&P Total U.S. Stock Market Portfolio (ETF)
(Select) iShares Core U.S. Aggregate Bond Portfolio (ETF)
(Select) iShares Core U.S. REIT Portfolio (ETF)
(Select) iShares Fixed Income Portfolio (ETF)
(Select) iShares iBoxx $ High Yield Corporate Bond Portfolio (ETF)
(Select) iShares iBoxx $ Investment Grade Corporate Bond Portfolio (ETF)
(Select) iShares Moderate Portfolio (ETF)
(Select) iShares MSCI EAFE Min Vol Factor Portfolio (ETF)
(Select) iShares MSCI Emerging Markets Min Vol Factor Portfolio (ETF)
(Select) iShares Russell 1000 Portfolio (ETF)
(Select) iShares Russell 2000 Portfolio (ETF)
(Select) iShares Short Treasury Bond Portfolio (ETF)
(Select) iShares Short-Term Corporate Bond (ETF)
(Select) iShares TIPS Bond Portfolio (ETF)
(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 | West Virginia | SMART529 WV Direct College Savings Plan |
| 2 | Louisiana | START Saving Program |
| 3 | Indiana | CollegeChoice 529 Direct Savings Plan |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
| State | Plan Name | |
|---|---|---|
| 1 | New York | New York's 529 College Savings Program -- Direct Plan |
| 2 | Indiana | CollegeChoice 529 Direct Savings Plan |
| 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 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
| 2 | West Virginia | SMART529 WV Direct College Savings Plan |
| 3 | New York | New York's 529 College Savings Program -- Direct 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 | New York | New York's 529 College Savings Program -- Direct Plan |
| 3 | Delaware | Delaware College Investment Plan |
