MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) Virginia: Invest529
Portfolios
(Select) 2018 Portfolio (closed to new accounts)
(Select) 2021 Portfolio
(Select) 2024 Portfolio
(Select) 2027 Portfolio
(Select) 2030 Portfolio
(Select) 2033 Portfolio
(Select) 2036 Portfolio
(Select) 2039 Portfolio
(Select) Active Aggressive
(Select) Active Conservative
(Select) Active Moderate
(Select) Aggressive Growth
(Select) Conservative Income
(Select) ESG Core Equity Portfolio
(Select) FDIC-Insured Portfolio
(Select) Global Equity
(Select) Inflation Protected Securities
(Select) Moderate Growth
(Select) REIT Index Fund
(Select) Stable Value
(Select) Total Bond Market Index
(Select) Total International Stock Index
(Select) Total Stock Market Index
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.
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 | District of Columbia | DC College Savings Plan |
| 2 | Indiana | CollegeChoice 529 Direct Savings Plan |
| 3 | Louisiana | START Saving Program |
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 | Arizona | Fidelity Arizona College Savings Plan |
| 3 | New York | New York's 529 College Savings Program -- Direct 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 | Delaware | Delaware College Investment Plan |
| 3 | Arizona | Fidelity Arizona College Savings Plan |
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 | New York | New York's 529 College Savings Program -- Direct Plan |
| 3 | Massachusetts | U.Fund College Investing Plan |
