MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) Oregon: Oregon College Savings Plan
Portfolios
(Select) Age Band 0-4
(Select) Age Band 11-12
(Select) Age Band 13-14
(Select) Age Band 15
(Select) Age Band 16
(Select) Age Band 17
(Select) Age Band 18+
(Select) Age Band 5-8
(Select) Age Band 9-10
(Select) Aggressive Portfolio
(Select) Balanced Index Portfolio
(Select) Conservative Portfolio
(Select) Diversified Fixed Income Portfolio
(Select) Diversified Inflation Protection Portfolio
(Select) Diversified International Equity Portfolio
(Select) Diversified U.S. Equity Portfolio
(Select) Fixed Income Index Portfolio
(Select) International Equity Index Portfolio
(Select) Moderate Portfolio
(Select) Money Market Portfolio
(Select) Principal Plus Interest Portfolio
(Select) Social Choice Portfolio
(Select) U.S. Equity Index Portfolio
Access exclusive tools and resources for professionals only
Access our exclusive content, reports, calculators and sales leads with a Premium Subscription.
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.
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 | South Dakota | CollegeAccess 529 (Direct-sold) |
| 2 | Nevada | The Vanguard 529 Savings Plan |
| 3 | California | ScholarShare 529 |
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 | California | ScholarShare 529 |
| 3 | Alaska | T. Rowe Price 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 | Ohio | Ohio CollegeAdvantage Direct 529 Savings Plan |
| 2 | New York | New York's 529 College Savings Program -- Direct Plan |
| 3 | California | ScholarShare 529 |
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 |
