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MISC
Portfolio Fee & Performance Lookup
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Plan Selected:
(Change) Nebraska: Nebraska Education Savings Trust -- Advisor College Savings Plan
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(Select) Age-Based Aggressive 0-2
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(Select) Age-Based Aggressive 19+
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(Select) Age-Based Conservative 0-2
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(Select) Age-Based Growth 19+
(Select) Age-Based Moderate 0-2
(Select) Age-Based Moderate 11-12
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(Select) All Equity Static
(Select) American Funds The Income Fund of America 529
(Select) Balanced Static
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(Select) DFA World ex-US Government Fixed Income 529
(Select) Dodge & Cox Stock 529
(Select) Fidelity Total International Index 529
(Select) Fidelity U.S. Bond Index 529
(Select) Growth Static
(Select) MetWest Total Return Bond 529
(Select) Northern Small Cap Value 529
(Select) PGIM Total Return Bond 529
(Select) SPDR S&P Dividend ETF 529
(Select) State Street Equity 500 Index 529
(Select) State Street U.S. Government Money Market 529
(Select) T. Rowe Price Large Cap Growth 529
(Select) Vanguard Explorer 529
(Select) Vanguard Extended Market ETF 529
(Select) Vanguard FTSE Emerging Markets ETF 529
(Select) Vanguard REIT ETF 529
(Select) Vanguard Short-Term Bond ETF 529
(Select) Vanguard Short-Term Inflation-Protected Securities ETF 529
(Select) Vanguard Total Stock Market ETF 529
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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 | Alaska | T. Rowe Price College Savings Plan |
| 1 | Alaska | Alaska 529 |
| 3 | South Dakota | CollegeAccess 529 (Direct-sold) |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
| State | Plan Name | |
|---|---|---|
| 1 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
| 2 | Nebraska | Nebraska Education Savings Trust - Direct College Savings Plan |
| 3 | Alaska | T. Rowe Price 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 | Alaska | T. Rowe Price College Savings Plan |
| 1 | Alaska | Alaska 529 |
| 3 | West Virginia | SMART529 WV Direct College 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 | New York | New York's 529 College Savings Program -- Direct Plan |
| 3 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
