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MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) New Jersey: NJBEST 529 College Savings Plan
Portfolios
(Select) Ariel 529 Portfolio
(Select) BrandywineGLOBAL- Global Opportunities 529 Portfolio
(Select) ClearBridge International Growth 529 Portfolio
(Select) ClearBridge Large Cap Value 529 Portfolio
(Select) Clearbridge Sustainability Leaders 529 Portfolio
(Select) Franklin Aggressive Growth Allocation 529 Portfolio
(Select) Franklin Conservative Allocation 529 Portfolio
(Select) Franklin Conservative Allocation Age 11-12 Years 529 Portfolio
(Select) Franklin Conservative Allocation Age 13-14 (originally 13-16) Years 529 Portfolio
(Select) Franklin Conservative Allocation Age 15-16 Years 529 Portfolio
(Select) Franklin Conservative Allocation Age 17 Years 529 Portfolio
(Select) Franklin Conservative Allocation Age 18 Years 529 Portfolio
(Select) Franklin Conservative Allocation Age 19+ Years 529 Portfolio
(Select) Franklin Conservative Allocation Age 5-6 Years 529 Portfolio
(Select) Franklin Conservative Allocation Age 7-8 Years 529 Portfolio
(Select) Franklin Conservative Allocation Age 9-10 (originally 9-12)Years 529 Portfolio
(Select) Franklin Conservative Allocation Age Newborn- 4 (originally 0-8) Years 529 Portfolio
(Select) Franklin Conservative Growth Allocation 529 Portfolio
(Select) Franklin DynaTech 529 Portfolio
(Select) Franklin Growth 529 Portfolio
(Select) Franklin Growth Allocation 529 Portfolio
(Select) Franklin Growth Allocation Age 11-12 Years 529 Portfolio
(Select) Franklin Growth Allocation Age 13-14 (originally 13-16) Years 529 Portfolio
(Select) Franklin Growth Allocation Age 15-16 Years 529 Portfolio
(Select) Franklin Growth Allocation Age 17 Years 529 Portfolio
(Select) Franklin Growth Allocation Age 18 Years 529 Portfolio
(Select) Franklin Growth Allocation Age 19+ Years 529 Portfolio
(Select) Franklin Growth Allocation Age 5-6 Years 529 Portfolio
(Select) Franklin Growth Allocation Age 7-8 Years 529 Portfolio
(Select) Franklin Growth Allocation Age 9-10 (originally 9-12) Years 529 Portfolio
(Select) Franklin Growth Allocation Age Newborn-4 (originally 0-8) Years 529 Portfolio
(Select) Franklin Income 529 Portfolio
(Select) Franklin Moderate Allocation 529 Portfolio
(Select) Franklin Moderate Allocation Age 11-12 Years 529 Portfolio
(Select) Franklin Moderate Allocation Age 13-14 (originally 13-16) Years 529 Portfolio
(Select) Franklin Moderate Allocation Age 15-16 Years 529 Portfolio
(Select) Franklin Moderate Allocation Age 17 Years 529 Portfolio
(Select) Franklin Moderate Allocation Age 18 Years 529 Portfolio
(Select) Franklin Moderate Allocation Age 19+ Years 529 Portfolio
(Select) Franklin Moderate Allocation Age 5-6 Years 529 Portfolio
(Select) Franklin Moderate Allocation Age 7-8 Years 529 Portfolio
(Select) Franklin Moderate Allocation Age 9-10 (originally 9-12) Years 529 Portfolio
(Select) Franklin Moderate Allocation Age Newborn-4 (originally 0-8) Years 529 Portfolio
(Select) Franklin Moderate Growth Allocation 529 Portfolio
(Select) Franklin Small-Mid Cap Growth 529 Portfolio
(Select) Franklin U.S. Government Money 529 Portfolio
(Select) Franklin U.S. Large Cap Index 529 Portfolio
(Select) Martin Currie International Sustainable Equity 529 Portfolio
(Select) Western Asset Core Plus Bond 529 Portfolio
(Select) Western Asset Short Term Bond 529 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) |
