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MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) Arizona: The Goldman Sachs 529 Plan
Portfolios
(Select) GS 529 20 Eq/80 FI Portfolio
(Select) GS 529 2023-2024 Portfolio
(Select) GS 529 2025-2026 Portfolio
(Select) GS 529 2027-2028 Portfolio
(Select) GS 529 2029-2030 Portfolio
(Select) GS 529 2031-2032 Portfolio
(Select) GS 529 2033-2034 Portfolio
(Select) GS 529 2035-2036 Portfolio
(Select) GS 529 2037-2038 Portfolio
(Select) GS 529 2039-2040 Portfolio
(Select) GS 529 2041-2042 Portfolio
(Select) GS 529 40 Eq/60 FI Portfolio
(Select) GS 529 60 Eq/40 FI Portfolio
(Select) GS 529 80 Eq/20 FI Portfolio
(Select) GS 529 90 Eq/10 FI Portfolio
(Select) GS 529 ActiveBeta International Equity Portfolio
(Select) GS 529 ActiveBeta Small Cap Core Portfolio
(Select) GS 529 ActiveBeta US Large Cap Equity Portfolio
(Select) GS 529 Capital Preservation Portfolio
(Select) GS 529 Core Fixed Income Portfolio
(Select) GS 529 Currently Enrolled Portfolio
(Select) GS 529 Future Planet Equity Portfolio
(Select) GS 529 Global Equity Portfolio
(Select) GS 529 GS/GQG International Equity Portfolio
(Select) GS 529 High Yield Portfolio
(Select) GS 529 Inflation Protected Securities Portfolio
(Select) GS 529 Large Cap Growth Portfolio
(Select) GS 529 Large Cap Value Portfolio
(Select) GS 529 Real Estate Securities Portfolio
(Select) GS 529 S&P 500 Index Portfolio
(Select) GS 529 Technology Opportunities 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 | Nevada | USAA 529 Education Savings Plan |
| 2 | Florida | Florida 529 Savings Plan |
| 3 | New Jersey | NJBEST 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 529 |
| 3 | Nevada | USAA 529 Education Savings Plan |
Five-year rankings are based on a plan's average annual investment returns over the last five years
| State | Plan Name | |
|---|---|---|
| 1 | Indiana | CollegeChoice 529 Direct Savings Plan |
| 2 | Florida | Florida 529 Savings Plan |
| 3 | Alaska | T. Rowe Price 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 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
