MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) Nebraska: Nebraska Education Savings Trust -- Advisor College Savings Plan
Portfolios
(Select) Age-Based Growth 19+
(Select) Age-Based Index Conservative 0-2
(Select) Age-Based Index Conservative 11-12
(Select) Age-Based Index Conservative 13-14
(Select) Age-Based Index Conservative 15-16
(Select) Age-Based Index Conservative 17-18
(Select) Age-Based Index Conservative 19+
(Select) Age-Based Index Conservative 3-5
(Select) Age-Based Index Conservative 6-8
(Select) Age-Based Index Conservative 9-10
(Select) Age-Based Multi-Firm Aggressive 0-2
(Select) Age-Based Multi-Firm Aggressive 11-12
(Select) Age-Based Multi-Firm Aggressive 13-14
(Select) Age-Based Multi-Firm Aggressive 15-16
(Select) Age-Based Multi-Firm Aggressive 17-18
(Select) Age-Based Multi-Firm Aggressive 19+
(Select) Age-Based Multi-Firm Aggressive 3-5
(Select) Age-Based Multi-Firm Aggressive 6-8
(Select) Age-Based Multi-Firm Aggressive 9-10
(Select) Age-Based Multi-Firm Moderate 0-2
(Select) Age-Based Multi-Firm Moderate 11-12
(Select) Age-Based Multi-Firm Moderate 13-14
(Select) Age-Based Multi-Firm Moderate 15-16
(Select) Age-Based Multi-Firm Moderate 17-18
(Select) Age-Based Multi-Firm Moderate 19+
(Select) Age-Based Multi-Firm Moderate 3-5
(Select) Age-Based Multi-Firm Moderate 6-8
(Select) Age-Based Multi-Firm Moderate 9-10
(Select) All Equity Static
(Select) American Funds The Income Fund of America 529
(Select) Balanced Static
(Select) Bank Savings Static
(Select) Conservative Static
(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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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 |
