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MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) New York: New York's 529 College Savings Program -- Direct Plan
Portfolios
(Select) Aggressive Age-Based Portfolio: Aggressive (5-6 Years)
(Select) Aggressive Age-Based Portfolio: Aggressive (7-8 Years)
(Select) Aggressive Age-Based Portfolio: Aggressive Growth (0-4 Years)
(Select) Aggressive Age-Based Portfolio: Blended Growth (11-12 Years)
(Select) Aggressive Age-Based Portfolio: Conservative (19 Years and Over)
(Select) Aggressive Age-Based Portfolio: Conservative Growth (17-18 Years)
(Select) Aggressive Age-Based Portfolio: Disciplined Growth (15-16 Years)
(Select) Aggressive Age-Based Portfolio: Growth (9-10 Years)
(Select) Aggressive Age-Based Portfolio: Moderate Growth (13-14 Years)
(Select) Aggressive Growth Portfolio
(Select) Bond Market Index Portfolio
(Select) Conservative Age-Based Portfolio: Balanced Income (15-16 Years)
(Select) Conservative Age-Based Portfolio: Blended Growth (0-4 Years)
(Select) Conservative Age-Based Portfolio: Conservative (11-12 Years)
(Select) Conservative Age-Based Portfolio: Conservative Growth (9-10 Years)
(Select) Conservative Age-Based Portfolio: Conservative Income (17-18 Years)
(Select) Conservative Age-Based Portfolio: Disciplined Growth (7-8 Years)
(Select) Conservative Age-Based Portfolio: Income (13-14 Years)
(Select) Conservative Age-Based Portfolio: Interest Accumulation (19 Years and Over)
(Select) Conservative Age-Based Portfolio: Moderate Growth (5-6 Years)
(Select) Conservative Growth Portfolio
(Select) Developed Markets Index Portfolio
(Select) Growth Portfolio
(Select) Growth Stock Index Portfolio
(Select) Income Portfolio
(Select) Inflation-Protected Securities Portfolio
(Select) Interest Accumulation Portfolio
(Select) Mid-Cap Stock Index Portfolio
(Select) Moderate Age-Based Portfolio: Aggressive (0-4 Years)
(Select) Moderate Age-Based Portfolio: Blended Growth (7-8 Years)
(Select) Moderate Age-Based Portfolio: Conservative (15-16 Years)
(Select) Moderate Age-Based Portfolio: Conservative Growth (13-14 Years)
(Select) Moderate Age-Based Portfolio: Disciplined Growth (11-12 Years)
(Select) Moderate Age-Based Portfolio: Growth (5-6 Years)
(Select) Moderate Age-Based Portfolio: Income (17-18 Years)
(Select) Moderate Age-Based Portfolio: Income (19 Years and Over)
(Select) Moderate Age-Based Portfolio: Moderate Growth (9-10 Years)
(Select) Moderate Growth Portfolio
(Select) Small-Cap Stock Index Portfolio
(Select) Social Index Portfolio
(Select) Value Stock Index 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) |
