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MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) West Virginia: SMART529 WV Direct College Savings Plan
Portfolios
(Select) SMART529 WV Direct Age-Based 0-3
(Select) SMART529 WV Direct Age-Based 10-11 (originally 9-13)
(Select) SMART529 WV Direct Age-Based 12-13
(Select) SMART529 WV Direct Age-Based 14-15
(Select) SMART529 WV Direct Age-Based 16 (originally 16-17)
(Select) SMART529 WV Direct Age-Based 17
(Select) SMART529 WV Direct Age-Based 18+
(Select) SMART529 WV Direct Age-Based 4-6 (originally 0-8)
(Select) SMART529 WV Direct Age-Based 7-9
(Select) SMART529 WV Direct Aggressive Growth Portfolio
(Select) SMART529 WV Direct Balanced Portfolio
(Select) SMART529 WV Direct Conservative Balanced Portfolio
(Select) SMART529 WV Direct Conservative Bond Portfolio
(Select) SMART529 WV Direct Growth Portfolio
(Select) The SMART529 500 Index Fund
(Select) The SMART529 Stable Value Fund
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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 | New Jersey | NJBEST 529 College Savings Plan |
| 2 | Utah | my529 |
| 3 | Kansas | Schwab 529 College Savings Plan |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
| State | Plan Name | |
|---|---|---|
| 1 | South Dakota | CollegeAccess 529 (Direct-sold) |
| 2 | Wisconsin | Edvest |
| 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 | West Virginia | SMART529 WV Direct College Savings Plan |
| 2 | Indiana | CollegeChoice 529 Direct Savings Plan |
| 3 | District of Columbia | DC 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 | West Virginia | SMART529 WV Direct College Savings Plan |
| 2 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
| 3 | Alaska | T. Rowe Price College Savings Plan |
