MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) Connecticut: Connecticut Higher Education Trust (CHET)
Portfolios
(Select) Active Fixed-Income Option
(Select) Active Global Equity Option
(Select) Aggressive Managed Allocation Option: Age Band 0-4
(Select) Aggressive Managed Allocation Option: Age Band 11-12
(Select) Aggressive Managed Allocation Option: Age Band 13-14
(Select) Aggressive Managed Allocation Option: Age Band 15
(Select) Aggressive Managed Allocation Option: Age Band 16
(Select) Aggressive Managed Allocation Option: Age Band 17
(Select) Aggressive Managed Allocation Option: Age Band 18+
(Select) Aggressive Managed Allocation Option: Age Band 5-8
(Select) Aggressive Managed Allocation Option: Age Band 9-10
(Select) Conservative Managed Allocation Option: Age Band 0-4
(Select) Conservative Managed Allocation Option: Age Band 11-12
(Select) Conservative Managed Allocation Option: Age Band 13-14
(Select) Conservative Managed Allocation Option: Age Band 15
(Select) Conservative Managed Allocation Option: Age Band 16
(Select) Conservative Managed Allocation Option: Age Band 17
(Select) Conservative Managed Allocation Option: Age Band 18+
(Select) Conservative Managed Allocation Option: Age Band 5-8
(Select) Conservative Managed Allocation Option: Age Band 9-10
(Select) Global Equity Index Option
(Select) Global Tactical Asset Allocation Option
(Select) High Equity Balanced Option
(Select) Index Fixed-Income Option
(Select) International Equity Index Option
(Select) Moderate Managed Allocation Option: Age Band 0-4
(Select) Moderate Managed Allocation Option: Age Band 11-12
(Select) Moderate Managed Allocation Option: Age Band 13-14
(Select) Moderate Managed Allocation Option: Age Band 15
(Select) Moderate Managed Allocation Option: Age Band 16
(Select) Moderate Managed Allocation Option: Age Band 17
(Select) Moderate Managed Allocation Option: Age Band 18+
(Select) Moderate Managed Allocation Option: Age Band 5-8
(Select) Moderate Managed Allocation Option: Age Band 9-10
(Select) Money Market Option
(Select) Principal Plus Interest Option
(Select) Social Choice Option
(Select) U.S. Equity Index Option
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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 | Indiana | CollegeChoice 529 Direct Savings Plan |
| 2 | West Virginia | SMART529 WV Direct College Savings Plan |
| 3 | Delaware | Delaware College Investment Plan |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
| State | Plan Name | |
|---|---|---|
| 1 | Indiana | CollegeChoice 529 Direct Savings Plan |
| 2 | New York | New York's 529 College Savings Program -- Direct 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 | Delaware | Delaware College Investment 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 | Indiana | CollegeChoice 529 Direct Savings Plan |
