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MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) Connecticut: CHET Advisor 529 College Savings Program
Portfolios
(Select) CT 529 Aggressive Growth Portfolio
(Select) CT 529 Asset Manager 60% Portfolio
(Select) CT 529 College Portfolio
(Select) CT 529 Diversified International Portfolio
(Select) CT 529 Dividend Growth Portfolio
(Select) CT 529 Equity Growth Portfolio
(Select) CT 529 Equity Income Portfolio
(Select) CT 529 Growth Opportunities Portfolio
(Select) CT 529 High Income Portfolio
(Select) CT 529 Inflation-Protected Bond Portfolio
(Select) CT 529 Limited Term Bond Portfolio
(Select) CT 529 Moderate Growth Portfolio
(Select) CT 529 New Insights Portfolio
(Select) CT 529 Portfolio 2025
(Select) CT 529 Portfolio 2028
(Select) CT 529 Portfolio 2031
(Select) CT 529 Portfolio 2034
(Select) CT 529 Portfolio 2037
(Select) CT 529 Portfolio 2039
(Select) CT 529 Portfolio 2042
(Select) CT 529 Small Cap Portfolio
(Select) CT 529 Stable Value Portfolio
(Select) CT 529 Stock Selector Mid Cap Portfolio
(Select) CT 529 Strategic Dividend & Income Portfolio
(Select) CT 529 Strategic Income Portfolio
(Select) CT 529 Total Bond Portfolio
(Select) CT 529 Value Strategies Portfolio
(Select) Sustainable Multi-Asset 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) |
