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)
(Select) Aggressive: 13-14 (Moderate Growth Portfolio)
(Select) Aggressive: 15-16 (Disciplined Growth Portfolio)
(Select) Aggressive: 17-18 (Conservative Growth Portfolio)
(Select) Aggressive: 19 and older (Conservative Portfolio)
(Select) Aggressive: Age 4 or younger (Aggressive Growth Portfolio)
(Select) Aggressive: Age 5-6 (Aggressive Portfolio)
(Select) Aggressive: Age 7-8 (Aggressive Portfolio)
(Select) Aggressive: Age 9-10 (Growth Portfolio)
(Select) Conservative Growth Portfolio
(Select) Conservative Income Portfolio
(Select) Conservative: 11 - 12 (Conservative Portfolio)
(Select) Conservative: 13-14 (Blended Income Portfolio)
(Select) Conservative: 15-16 (Moderate Income Portfolio)
(Select) Conservative: 17-18 (Balanced Income Portfolio)
(Select) Conservative: 19 and older (Interest Accumulation Portfolio)
(Select) Conservative: Age 4 or younger (Blended Growth Portfolio)
(Select) Conservative: Age 5-6 (Moderate Growth Portfolio)
(Select) Conservative: Age 7-8 (Disciplined Growth Portfolio)
(Select) Conservative: Age 9-10 (Conservative Growth Portfolio)
(Select) Growth Portfolio
(Select) Income Portfolio
(Select) Interest Accumulation Portfolio
(Select) Moderate Growth Portfolio
(Select) Moderate: 11 - 12 (Disciplined Growth Portfolio)
(Select) Moderate: 13-14 (Conservative Growth Portfolio)
(Select) Moderate: 15-16 (Conservative Portfolio)
(Select) Moderate: 17-18 (Blended Income Portfolio)
(Select) Moderate: 19 and older (Blended Income Portfolio)
(Select) Moderate: Age 4 or younger (Aggressive Portfolio)
(Select) Moderate: Age 5-6 (Growth Portfolio)
(Select) Moderate: Age 7-8 (Blended Growth Portfolio)
(Select) Moderate: Age 9-10 (Moderate Growth Portfolio)
(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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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 |