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MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) Maine: NextGen 529 -- Client Direct Series
Portfolios
(Select) BlackRock 100% Equity Portfolio
(Select) BlackRock Age-Based 0-1 Years Portfolio
(Select) BlackRock Age-Based 12-13 Years Portfolio
(Select) BlackRock Age-Based 14-15 Years Portfolio
(Select) BlackRock Age-Based 16 Years Portfolio
(Select) BlackRock Age-Based 17 Years Portfolio
(Select) BlackRock Age-Based 18 Years Portfolio
(Select) BlackRock Age-Based 19+ Years Portfolio
(Select) BlackRock Age-Based 2-4 Years Portfolio
(Select) BlackRock Age-Based 5-7 Years Portfolio
(Select) BlackRock Age-Based 8-11 Years Portfolio
(Select) BlackRock Balanced Portfolio
(Select) BlackRock Equity Index Portfolio
(Select) BlackRock Fixed Income Portfolio
(Select) iShares Age-Based 0-1 Years Porttfolio (ETF)
(Select) iShares Age-Based 12-13 Years Portfolio (ETF)
(Select) iShares Age-Based 14-15 Years Portfolio (ETF)
(Select) iShares Age-Based 16 Years Portfolio (ETF)
(Select) iShares Age-Based 17 Years Portfolio (ETF)
(Select) iShares Age-Based 18 Years Portfolio (ETF)
(Select) iShares Age-Based 19+ Years Portfolio (ETF)
(Select) iShares Age-Based 2-4 Years Portfolio (ETF)
(Select) iShares Age-Based 5-7 Years Portfolio (ETF)
(Select) iShares Age-Based 8-11 Years Portfolio (ETF)
(Select) iShares Balanced Portfolio
(Select) iShares Diversified Equity Portfolio (ETF)
(Select) iShares Diversified Fixed Income Portfolio (ETF)
(Select) iShares ESG Aware MSCI EAFE Portfolio
(Select) iShares ESG Aware MSCI EM Portfolio
(Select) iShares ESG Aware U.S. Aggregate Bond Portfolio
(Select) iShares MSCI USA ESG Select Portfolio
(Select) NextGen Savings Portfolio
(Select) Principal Plus Portfolio
Access exclusive tools and resources for professionals only
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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 | Montana | Achieve Montana |
| 2 | Nevada | USAA 529 Education Savings Plan |
| 3 | West Virginia | SMART529 Select |
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 | Indiana | CollegeChoice 529 Direct Savings Plan |
| 3 | Wisconsin | Edvest |
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 | District of Columbia | DC College Savings Plan |
| 3 | Wisconsin | Edvest |
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 | Wisconsin | Edvest |
| 3 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
