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MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) California: ScholarShare 529
Portfolios
(Select) 2022/2023 Enrollment Portfolio Active
(Select) 2022/2023 Enrollment Portfolio ESG
(Select) 2022/2023 Enrollment Portfolio Passive
(Select) 2024/2025 Enrollment Portfolio Active
(Select) 2024/2025 Enrollment Portfolio ESG
(Select) 2024/2025 Enrollment Portfolio Passive
(Select) 2026/2027 Enrollment Portfolio Active
(Select) 2026/2027 Enrollment Portfolio ESG
(Select) 2026/2027 Enrollment Portfolio Passive
(Select) 2028/2029 Enrollment Portfolio Active
(Select) 2028/2029 Enrollment Portfolio ESG
(Select) 2028/2029 Enrollment Portfolio Passive
(Select) 2030/2031 Enrollment Portfolio Active
(Select) 2030/2031 Enrollment Portfolio ESG
(Select) 2030/2031 Enrollment Portfolio Passive
(Select) 2032/2033 Enrollment Portfolio Active
(Select) 2032/2033 Enrollment Portfolio ESG
(Select) 2032/2033 Enrollment Portfolio Passive
(Select) 2034/2035 Enrollment Portfolio Active
(Select) 2034/2035 Enrollment Portfolio ESG
(Select) 2034/2035 Enrollment Portfolio Passive
(Select) 2036/2037 Enrollment Portfolio Active
(Select) 2036/2037 Enrollment Portfolio ESG
(Select) 2036/2037 Enrollment Portfolio Passive
(Select) 2038/2039 Enrollment Portfolio Active
(Select) 2038/2039 Enrollment Portfolio ESG
(Select) 2038/2039 Enrollment Portfolio Passive
(Select) Active Conservative Investment Portfolio
(Select) Active Diversified Equity Investment Portfolio
(Select) Active Diversified Fixed Income Investment Portfolio (closed 2/11/22)
(Select) Active Growth Investment Portfolio
(Select) Active International Equity Investment Portfolio
(Select) Active Moderate Growth Investment Portfolio (closed 2/11/22)
(Select) Enrollment Year Portfolio Active
(Select) Enrollment Year Portfolio ESG
(Select) Enrollment Year Portfolio Passive
(Select) ESG Bond Portfolio
(Select) ESG International Equity Portfolio
(Select) Index Bond Investment Portfolio
(Select) Index International Equity Investment Portfolio
(Select) Index U.S. Equity Investment Portfolio
(Select) Index U.S. Large Cap Equity Investment Portfolio (closed 2/11/22)
(Select) Passive Conservative Investment Portfolio
(Select) Passive Diversified Equity Investment Portfolio
(Select) Passive Diversified Fixed Income Investment Portfolio (closed 2/11/22)
(Select) Passive Growth Investment Portfolio
(Select) Passive Moderate Growth Investment Portfolio (closed 2/11/22)
(Select) Principal Plus Interest Investment Portfolio
(Select) Social Choice Investment 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 | South Dakota | CollegeAccess 529 (Direct-sold) |
| 2 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
| 3 | Indiana | CollegeChoice 529 Direct Savings Plan |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
| State | Plan Name | |
|---|---|---|
| 1 | Indiana | CollegeChoice 529 Direct Savings Plan |
| 2 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
| 3 | Alaska | Alaska 529 |
Five-year rankings are based on a plan's average annual investment returns over the last five years
| State | Plan Name | |
|---|---|---|
| 1 | Indiana | CollegeChoice 529 Direct Savings Plan |
| 2 | West Virginia | SMART529 WV Direct College Savings Plan |
| 3 | Nevada | The Vanguard 529 Savings Plan |
10-year rankings are based on a plan's average annual investment returns over the last ten years.
| State | Plan Name | |
|---|---|---|
| 1 | Indiana | CollegeChoice 529 Direct Savings Plan |
| 2 | West Virginia | SMART529 WV Direct College Savings Plan |
| 3 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
