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MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) North Dakota: College SAVE (Advisor)
Portfolios
(Select) Aggressive Growth Portfolio
(Select) Aggressive: 11 through 12 years (Blended Growth)
(Select) Aggressive: 13 through 14 years (Moderate Growth)
(Select) Aggressive: 15 through 16 years (Blended Moderate Growth)
(Select) Aggressive: 17 through 18 years (Conservative Growth)
(Select) Aggressive: 19 years or older (Conservative)
(Select) Aggressive: 5 through 6 years (Aggressive)
(Select) Aggressive: 7 through 8 years (Aggressive)
(Select) Aggressive: 9 through 10 years (Growth)
(Select) Aggressive: Newborn through 4 years (Aggressive Growth)
(Select) Conservative Growth Portfolio
(Select) Conservative: 11 through 12 years (Conservative)
(Select) Conservative: 13 through 14 years (Income)
(Select) Conservative: 15 through 16 years (Balanced Income)
(Select) Conservative: 17 through 18 years (Conservative Income)
(Select) Conservative: 19 years or older (Interest Accumulation)
(Select) Conservative: 5 through 6 years (Moderate Growth)
(Select) Conservative: 7 through 8 years (Blended Moderate Growth)
(Select) Conservative: 9 through 10 years (Conservative Growth)
(Select) Conservative: Newborn through 4 years (Blended Growth)
(Select) Growth Portfolio
(Select) Income Portfolio
(Select) Interest Accumulation Portfolio
(Select) Moderate Growth Portfolio
(Select) Moderate: 11 through 12 years (Blended Moderate Growth)
(Select) Moderate: 13 through 14 years (Conservative Growth)
(Select) Moderate: 15 through 16 years (Conservative)
(Select) Moderate: 17 through 18 years (Income)
(Select) Moderate: 19 years or older (Income)
(Select) Moderate: 5 through 6 years (Growth)
(Select) Moderate: 7 through 8 years (Blended Growth)
(Select) Moderate: 9 through 10 years (Moderate Growth)
(Select) Moderate: Newborn through 4 years (Aggressive)
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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 | New Jersey | NJBEST 529 College Savings Plan |
2 | Utah | my529 |
3 | Kansas | Schwab 529 College Savings Plan |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
State | Plan Name | |
---|---|---|
1 | South Dakota | CollegeAccess 529 (Direct-sold) |
2 | Wisconsin | Edvest |
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 | West Virginia | SMART529 WV Direct College Savings Plan |
2 | Indiana | CollegeChoice 529 Direct Savings Plan |
3 | District of Columbia | DC 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 | West Virginia | SMART529 WV Direct College Savings Plan |
2 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
3 | Alaska | T. Rowe Price College Savings Plan |