MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) Nebraska: Nebraska Education Savings Trust -- Advisor College Savings Plan
Portfolios
(Select) Age-Based Aggressive 0-2
(Select) Age-Based Aggressive 11-12 (formerly 11-14)
(Select) Age-Based Aggressive 13-14
(Select) Age-Based Aggressive 15-16 (formerly 15-18)
(Select) Age-Based Aggressive 17-18
(Select) Age-Based Aggressive 19+
(Select) Age-Based Aggressive 3-5 (formerly 0-5)
(Select) Age-Based Aggressive 6-8 (formerly 6-10)
(Select) Age-Based Aggressive 9-10
(Select) Age-Based Growth 0-2 (formerly 0-5)
(Select) Age-Based Growth 11-12 (formerly 11-14)
(Select) Age-Based Growth 13-14
(Select) Age-Based Growth 15-16 (formerly 15-18)
(Select) Age-Based Growth 17-18
(Select) Age-Based Growth 19+
(Select) Age-Based Growth 19+
(Select) Age-Based Growth 3-5
(Select) Age-Based Growth 6-8 (formerly 6-10)
(Select) Age-Based Growth 9-10
(Select) Age-Based Index 0-2 (formerly 0-5)
(Select) Age-Based Index 11-12 (formerly 11-14)
(Select) Age-Based Index 13-14 (formerly 15-18)
(Select) Age-Based Index 15-16 (formerly 19+)
(Select) Age-Based Index 17-18
(Select) Age-Based Index 19+
(Select) Age-Based Index 3-5
(Select) Age-Based Index 6-8 (formerly 6-10)
(Select) Age-Based Index 9-10
(Select) All Equity Static
(Select) American Funds The Income Fund of America
(Select) Balanced Static
(Select) Bank Savings Static
(Select) Conservative Static
(Select) DFA World ex-US Government
(Select) Dodge & Cox Stock
(Select) Federated Total Return Bond
(Select) Goldman Sachs Financial Square Government Money Market
(Select) Growth Static
(Select) iShares Core US Aggregate ETF
(Select) iShares Russell 2000 Growth Index ETF
(Select) MetWest Total Return Bond
(Select) Moderate Growth Static
(Select) SPDR S&P Dividend ETF
(Select) State Street MSCI ACWI Ex-US Index
(Select) State Street S&P 500 Index
(Select) T. Rowe Price Large Cap Growth
(Select) Tributary Small Company
(Select) Vanguard Extended Market ETF
(Select) Vanguard FTSE Emerging Markets ETF
(Select) Vanguard REIT ETF
(Select) Vanguard Short-Term Bond ETF
(Select) Vanguard Short-Term Inflation-Protected TIPS
(Select) Vanguard Total Stock Market ETF
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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 | Kansas | Learning Quest 529 Education Savings Program (Direct-sold) |
| 3 | Utah | my529 |
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 | Alaska | T. Rowe Price College Savings Plan |
| 2 | Alaska | University of Alaska 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 | New York | New York's 529 College Savings Program -- Direct Plan |
| 3 | California | ScholarShare 529 |
10-year rankings are based on a plan's average annual investment returns over the last ten years.
| State | Plan Name | |
|---|---|---|
| 1 | New York | New York's 529 College Savings Program -- Direct Plan |
| 2 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
| 4 | Alaska | T. Rowe Price College Savings Plan |
