MISC
Portfolio Fee & Performance Lookup
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(Change) Ohio: Ohio’s 529 Plan, CollegeAdvantage
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(Select) Aggressive: Vanguard Aggressive Growth Portfolio (Newborn through 4)
(Select) Aggressive: Vanguard Blended Aggressive Growth Portfolio (5-6)
(Select) Aggressive: Vanguard Blended Aggressive Growth Portfolio (7-8)
(Select) Aggressive: Vanguard Blended Conservative Portfolio (19+)
(Select) Aggressive: Vanguard Blended Growth Portfolio (11-12)
(Select) Aggressive: Vanguard Blended Moderate Growth Portfolio (15-16)
(Select) Aggressive: Vanguard Conservative Growth Portfolio (17-18)
(Select) Aggressive: Vanguard Growth Portfolio (9-10)
(Select) Aggressive: Vanguard Moderate Growth Portfolio (13-14)
(Select) Conservative: Vanguard Blended Conservative Income Portfolio (17-18)
(Select) Conservative: Vanguard Blended Conservative Portfolio (11-12)
(Select) Conservative: Vanguard Blended Growth Portfolio (Newborn through 4)
(Select) Conservative: Vanguard Blended Income Portfolio (15-16)
(Select) Conservative: Vanguard Blended Moderate Growth Portfolio (7-8)
(Select) Conservative: Vanguard Conservative Growth Portfolio (9-10)
(Select) Conservative: Vanguard Income Portfolio (13-14)
(Select) Conservative: Vanguard Moderate Growth Portfolio (5-6)
(Select) Conservative: Vanguard Money Market Portfolio (19+)
(Select) Dimensional Fund Advisor U.S. Investment Grade Portfolio
(Select) Dimensional Fund Advisors World ex. U.S. Core Equity Option
(Select) Graduate Portfolio
(Select) Moderate: Vanguard Blended Aggressive Growth Portfolio (0-4)
(Select) Moderate: Vanguard Blended Conservative Portfolio (15-16)
(Select) Moderate: Vanguard Blended Growth Portfolio (7-8)
(Select) Moderate: Vanguard Blended Moderate Growth Portfolio (11-12)
(Select) Moderate: Vanguard Conservative Growth Portfolio (13-14)
(Select) Moderate: Vanguard Growth Portfolio (5-6)
(Select) Moderate: Vanguard Income Portfolio (17-18)
(Select) Moderate: Vanguard Income Portfolio (19+)
(Select) Moderate: Vanguard Moderate Growth Portfolio (9-10)
(Select) Vanguard 500 Index Option
(Select) Vanguard Aggressive Growth Index Portfolio
(Select) Vanguard Conservative Growth Index Portfolio
(Select) Vanguard Corporate High Yield Option
(Select) Vanguard Extended Market Index Option
(Select) Vanguard Growth Index Portfolio
(Select) Vanguard Income Portfolio
(Select) Vanguard Moderate Growth Index Portfolio
(Select) Vanguard Money Market Option
(Select) Vanguard Morgan Growth Option
(Select) Vanguard Short-Term Inflation-Protected Bond Index Option
(Select) Vanguard Strategic Equity Option
(Select) Vanguard Total Bond Market Index Option
(Select) Vanguard Total International Stock Index Option
(Select) Vanguard Wellington Option
(Select) Vanguard Windsor II Option
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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
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 | West Virginia | SMART529 WV Direct College Savings Plan |
| 2 | California | ScholarShare 529 |
| 3 | Nebraska | Nebraska Education Savings Trust - Direct 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 | California | ScholarShare 529 |
| 2 | New York | New York's 529 College Savings Program -- Direct Plan |
| 3 | West Virginia | SMART529 WV Direct College Savings Plan |
Five-year rankings are based on a plan's average annual investment returns over the last five years
| State | Plan Name | |
|---|---|---|
| 1 | California | ScholarShare 529 |
| 2 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
| 3 | New York | New York's 529 College Savings Program -- Direct Plan |
10-year rankings are based on a plan's average annual investment returns over the last ten years.
| State | Plan Name | |
|---|---|---|
| 1 | Nevada | USAA 529 College Savings Plan |
| 2 | New York | New York's 529 College Savings Program -- Direct Plan |
| 3 | Alaska | T. Rowe Price College Savings Plan |
