MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) District of Columbia: DC College Savings Plan
Portfolios
(Select) DC College Savings 2022 Portfolio
(Select) DC College Savings 2025 Portfolio
(Select) DC College Savings 2028 Portfolio
(Select) DC College Savings 2031 Portfolio
(Select) DC College Savings 2034 Portfolio
(Select) DC College Savings 2037 Portfolio
(Select) DC College Savings In College Portfolio
(Select) Intermediate-Term Bond Portfolio
(Select) Non-U.S. Socially Responsible Equity Portfolio
(Select) Non-U.S. Total Stock Market Index Portfolio
(Select) Principal Protected Portfolio
(Select) U.S. Intermediate-Term Bond Index Portfolio
(Select) U.S. Large Cap Equity Portfolio
(Select) U.S. Small Cap Equity Portfolio
(Select) U.S. Socially Responsible Equity Portfolio
(Select) U.S. Total Stock Market Index 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 | West Virginia | SMART529 WV Direct College Savings Plan |
| 2 | Louisiana | START Saving Program |
| 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 | New York | New York's 529 College Savings Program -- Direct Plan |
| 2 | Indiana | CollegeChoice 529 Direct Savings 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 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
| 2 | West Virginia | SMART529 WV Direct College Savings Plan |
| 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 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
| 2 | New York | New York's 529 College Savings Program -- Direct Plan |
| 3 | Delaware | Delaware College Investment Plan |
