MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) Connecticut: Connecticut Higher Education Trust (CHET) -- Advisor Plan
Portfolios
(Select) Balanced Income 529 Portfolio
(Select) CHET Advisor Age-Based Portfolio 0-3
(Select) CHET Advisor Age-Based Portfolio 10-11
(Select) CHET Advisor Age-Based Portfolio 12-13
(Select) CHET Advisor Age-Based Portfolio 14-15
(Select) CHET Advisor Age-Based Portfolio 16
(Select) CHET Advisor Age-Based Portfolio 17
(Select) CHET Advisor Age-Based Portfolio 18+
(Select) CHET Advisor Age-Based Portfolio 4-6
(Select) CHET Advisor Age-Based Portfolio 7-9
(Select) CHET Advisor Aggressive Growth Portfolio
(Select) CHET Advisor Balanced Portfolio
(Select) CHET Advisor Conservative Portfolio
(Select) CHET Advisor Growth Portfolio
(Select) CHET Advisor Stable Value Portfolio
(Select) Core Equity 529 Portfolio
(Select) Dividend and Growth 529 Portfolio
(Select) Equity Income 529 Portfolio
(Select) Growth Opportunities 529 Portfolio
(Select) Inflation Plus 529 Portfolio
(Select) International Opportunities 529 Portfolio
(Select) Midcap 529 Portfolio
(Select) Small Cap Growth 529 Portfolio
(Select) Total Return Bond 529 Portfolio
(Select) World Bond 529 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 | West Virginia | SMART529 WV Direct College Savings Plan |
| 3 | Delaware | Delaware College Investment Plan |
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 | 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 | Delaware | Delaware College Investment 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 | Indiana | CollegeChoice 529 Direct Savings Plan |
