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MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) New Hampshire: UNIQUE College Investing Plan
Portfolios
(Select) Fidelity Blend: College Portfolio
(Select) Fidelity Blend: Portfolio 2024
(Select) Fidelity Blend: Portfolio 2027
(Select) Fidelity Blend: Portfolio 2030
(Select) Fidelity Blend: Portfolio 2033
(Select) Fidelity Blend: Portfolio 2036
(Select) Fidelity Blend: Portfolio 2039
(Select) Fidelity Blend: Portfolio 2042
(Select) Fidelity Funds: Aggressive Growth
(Select) Fidelity Funds: Conservative
(Select) Fidelity Funds: Moderate Growth
(Select) Fidelity Funds: NH College Portfolio
(Select) Fidelity Funds: NH Portfolio 2024
(Select) Fidelity Funds: NH Portfolio 2027
(Select) Fidelity Funds: NH Portfolio 2030
(Select) Fidelity Funds: NH Portfolio 2033
(Select) Fidelity Funds: NH Portfolio 2036
(Select) Fidelity Funds: NH Portfolio 2039
(Select) Fidelity Funds: NH Portfolio 2042
(Select) Fidelity Index Fund: Aggressive Growth
(Select) Fidelity Index Fund: Conservative
(Select) Fidelity Index Fund: Moderate Growth
(Select) NH Bank Deposit Portfolio
(Select) NH College Portfolio Fidelity Index
(Select) NH Fidelity 500 Index
(Select) NH Inter Treas Index
(Select) NH International Index
(Select) NH Portfolio 2024 Fidelity Index
(Select) NH Portfolio 2027 Fidelity Index
(Select) NH Portfolio 2030 Fidelity Index
(Select) NH Portfolio 2033 Fidelity Index
(Select) NH Portfolio 2036 Fidelity Index
(Select) NH Portfolio 2039 Fidelity Index
(Select) NH Portfolio 2042 Fidelity Index
(Select) NH Ttl Mkt Index
(Select) Stable Value Portfolio
(Select) Sustainable Multi-Asset 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 | 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) |
