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MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) Connecticut: Connecticut Higher Education Trust (CHET)
Portfolios
(Select) Bank Deposit Portfolio
(Select) Fidelity 500 Index Portfolio
(Select) Fidelity Blend: College Portfolio
(Select) Fidelity Blend: Portfolio 2021
(Select) Fidelity Blend: Portfolio 2024
(Select) Fidelity Blend: Portfolio 2027
(Select) Fidelity Blend: Portfolio 2030
(Select) Fidelity Blend: Portfolio 2033
(Select) Fidelity Blend: Portfolio 2036
(Select) Fidelity Blend: Portfolio 2039
(Select) Fidelity Funds: Aggressive Growth
(Select) Fidelity Funds: College Portfolio
(Select) Fidelity Funds: Conservative
(Select) Fidelity Funds: Moderate Growth
(Select) Fidelity Funds: Portfolio 2021
(Select) Fidelity Funds: Portfolio 2024
(Select) Fidelity Funds: Portfolio 2027
(Select) Fidelity Funds: Portfolio 2030
(Select) Fidelity Funds: Portfolio 2033
(Select) Fidelity Funds: Portfolio 2036
(Select) Fidelity Funds: Portfolio 2039
(Select) Fidelity Index Fund: Aggressive Growth
(Select) Fidelity Index Fund: College Portfolio
(Select) Fidelity Index Fund: Conservative
(Select) Fidelity Index Fund: Moderate Growth
(Select) Fidelity Index Fund: Portfolio 2021
(Select) Fidelity Index Fund: Portfolio 2024
(Select) Fidelity Index Fund: Portfolio 2027
(Select) Fidelity Index Fund: Portfolio 2030
(Select) Fidelity Index Fund: Portfolio 2033
(Select) Fidelity Index Fund: Portfolio 2036
(Select) Fidelity Index Fund: Portfolio 2039
(Select) Inter Treas Index
(Select) International Index
(Select) Stable Value Portfolio
(Select) Sustainable Multi-Asset Portfolio
(Select) Ttl Mkt Index
(Select) U.S. Sustainability 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 | Alaska | Alaska 529 |
| 1 | Alaska | T. Rowe Price College Savings Plan |
| 3 | Montana | Achieve Montana |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
| State | Plan Name | |
|---|---|---|
| 1 | Alaska | Alaska 529 |
| 1 | Alaska | T. Rowe Price College Savings Plan |
| 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 | Alaska | Alaska 529 |
| 1 | Alaska | T. Rowe Price College Savings Plan |
| 3 | West Virginia | SMART529 WV Direct 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 | Alaska | Alaska 529 |
| 2 | Alaska | T. Rowe Price College Savings Plan |
