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MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) Pennsylvania: Pennsylvania 529 Investment Plan
Portfolios
(Select) Aggressive Growth Portfolio
(Select) Aggressive: 11 - 12 (Blended Growth Portfolio) (closed 4/22/21)
(Select) Aggressive: 13-14 (Moderate Growth Portfolio) (closed 4/22/21)
(Select) Aggressive: 15-16 (Disciplined Growth Portfolio) (closed 4/22/21)
(Select) Aggressive: 17-18 (Conservative Growth Portfolio) (closed 4/22/21)
(Select) Aggressive: 19 and older (Conservative Portfolio) (closed 4/22/21)
(Select) Aggressive: Age 4 or younger (Aggressive Growth Portfolio) (closed 4/22/21)
(Select) Aggressive: Age 5-6 (Aggressive Portfolio) (closed 4/22/21)
(Select) Aggressive: Age 7-8 (Aggressive Portfolio) (closed 4/22/21)
(Select) Aggressive: Age 9-10 (Growth Portfolio) (closed 4/22/21)
(Select) Conservative Growth Portfolio
(Select) Conservative Income Portfolio
(Select) Conservative: 11 - 12 (Conservative Portfolio) (closed 4/22/21)
(Select) Conservative: 13-14 (Blended Income Portfolio) (closed 4/22/21)
(Select) Conservative: 15-16 (Moderate Income Portfolio) (closed 4/22/21)
(Select) Conservative: 17-18 (Balanced Income Portfolio) (closed 4/22/21)
(Select) Conservative: 19 and older (Interest Accumulation Portfolio) (closed 4/22/21)
(Select) Conservative: Age 4 or younger (Blended Growth Portfolio) (closed 4/22/21)
(Select) Conservative: Age 5-6 (Moderate Growth Portfolio) (closed 4/22/21)
(Select) Conservative: Age 7-8 (Disciplined Growth Portfolio) (closed 4/22/21)
(Select) Conservative: Age 9-10 (Conservative Growth Portfolio) (closed 4/22/21)
(Select) Growth Portfolio
(Select) Income Portfolio
(Select) Interest Accumulation Portfolio
(Select) Moderate Growth Portfolio
(Select) Pennsylvania Commencement Portfolio
(Select) Pennsylvania Target Enrollment 2020/2021
(Select) Pennsylvania Target Enrollment 2022/2023
(Select) Pennsylvania Target Enrollment 2024/2025
(Select) Pennsylvania Target Enrollment 2026/2027
(Select) Pennsylvania Target Enrollment 2028/2029
(Select) Pennsylvania Target Enrollment 2030/2031
(Select) Pennsylvania Target Enrollment 2032/2033
(Select) Pennsylvania Target Enrollment 2034/2035
(Select) Pennsylvania Target Enrollment 2036/2037
(Select) Pennsylvania Target Enrollment 2038/2039
(Select) Real Estate Index Portfolio
(Select) Short-Term Inflation-Protected Securities Index Portfolio
(Select) Social Index Portfolio
(Select) Total Bond Market Index Portfolio
(Select) Total International Bond Index Portfolio
(Select) Total International Stock Index Portfolio
(Select) 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
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 | Nevada | USAA 529 College Savings Plan |
| 2 | Maryland | Maryland 529 -- Maryland Senator Edward J. Kasemeyer College Investment Plan |
| 3 | Alaska | Alaska 529 |
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 | Indiana | CollegeChoice 529 Direct 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 | Wisconsin | Edvest |
| 3 | Alaska | Alaska 529 |
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 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
