MISC
Portfolio Fee & Performance Lookup
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(Change) California: ScholarShare 529
Portfolios
(Select) 2020/2021 Enrollment Year Portfolio Active
(Select) 2020/2021 Enrollment Year Portfolio Passive
(Select) 2022/2023 Enrollment Year Portfolio Active
(Select) 2022/2023 Enrollment Year Portfolio Passive
(Select) 2024/2025 Enrollment Year Portfolio Active
(Select) 2024/2025 Enrollment Year Portfolio Passive
(Select) 2026/2027 Enrollment Year Portfolio Active
(Select) 2026/2027 Enrollment Year Portfolio Passive
(Select) 2028/2029 Enrollment Year Portfolio Active
(Select) 2028/2029 Enrollment Year Portfolio Passive
(Select) 2030/2031 Enrollment Year Portfolio Active
(Select) 2030/2031 Enrollment Year Portfolio Passive
(Select) 2032/2033 Enrollment Year Portfolio Active
(Select) 2032/2033 Enrollment Year Portfolio Passive
(Select) 2034/2035 Enrollment Year Portfolio Active
(Select) 2034/2035 Enrollment Year Portfolio Passive
(Select) 2036/2037 Enrollment Year Portfolio Active
(Select) 2036/2037 Enrollment Year Portfolio Passive
(Select) Active Age-Based: Age Band 0-4 (closed 1/27/20)
(Select) Active Age-Based: Age Band 11-12 (closed 1/27/20)
(Select) Active Age-Based: Age Band 13-14 (closed 1/27/20)
(Select) Active Age-Based: Age Band 15 (closed 1/27/20)
(Select) Active Age-Based: Age Band 16 (closed 1/27/20)
(Select) Active Age-Based: Age Band 17 (closed 1/27/20)
(Select) Active Age-Based: Age Band 18+ (closed 1/27/20)
(Select) Active Age-Based: Age Band 5-8 (closed 1/27/20)
(Select) Active Age-Based: Age Band 9-10 (closed 1/27/20)
(Select) Active Conservative Investment Portfolio
(Select) Active Diversified Equity Investment Portfolio
(Select) Active Diversified Fixed Income Investment Portfolio
(Select) Active Growth Investment Portfolio
(Select) Active International Equity Investment Portfolio
(Select) Active Moderate Growth Investment Portfolio
(Select) Enrollment Year Portfolio Active
(Select) Enrollment Year Portfolio Passive
(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
(Select) Passive Age-Based: Age Band 0-4 (closed 1/27/20)
(Select) Passive Age-Based: Age Band 11-12 (closed 1/27/20)
(Select) Passive Age-Based: Age Band 13-14 (closed 1/27/20)
(Select) Passive Age-Based: Age Band 15 (closed 1/27/20)
(Select) Passive Age-Based: Age Band 16 (closed 1/27/20)
(Select) Passive Age-Based: Age Band 17 (closed 1/27/20)
(Select) Passive Age-Based: Age Band 18+ (closed 1/27/20)
(Select) Passive Age-Based: Age Band 5-8 (closed 1/27/20)
(Select) Passive Age-Based: Age Band 9-10 (closed 1/27/20)
(Select) Passive Conservative Investment Portfolio
(Select) Passive Diversified Equity Investment Portfolio
(Select) Passive Diversified Fixed Income Investment Portfolio
(Select) Passive Growth Investment Portfolio
(Select) Passive Moderate Growth Investment Portfolio
(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
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 | Pennsylvania | Pennsylvania 529 Investment Plan |
| 2 | Louisiana | START Saving Program |
| 3 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
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 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
| 3 | Delaware | Delaware College Investment 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's 529 Plan, CollegeAdvantage |
| 2 | New York | New York's 529 College Savings Program -- Direct Plan |
| 3 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
10-year rankings are based on a plan's average annual investment returns over the last ten years.
| State | Plan Name | |
|---|---|---|
| 1 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
| 2 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
| 3 | New York | New York's 529 College Savings Program -- Direct Plan |
