MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) Oregon: MFS 529 Savings Plan
Portfolios
(Select) Massachusetts Investors Growth Stock Fund
(Select) Massachusetts Investors Trust
(Select) MFS Aggressive Growth Allocation Fund
(Select) MFS Aggressive Growth Allocation Portfolio (Age 0-4)
(Select) MFS Blended Research Small Cap Equity Fund
(Select) MFS Conservative Allocation Fund
(Select) MFS Conservative Allocation Portfolio (Age 14-15)
(Select) MFS Growth Allocation Fund
(Select) MFS Growth Allocation Portfolio (Age 5-9)
(Select) MFS High Income Fund
(Select) MFS International New Discovery Fund
(Select) MFS Lifetime Income Fund
(Select) MFS Lifetime Income Fund (Age 16-17)
(Select) MFS Limited Maturity Fund
(Select) MFS Limited Maturity Fund (Age 18+)
(Select) MFS Mid Cap Growth Fund
(Select) MFS Mid Cap Value Fund
(Select) MFS Moderate Allocation Fund
(Select) MFS Moderate Allocation Portfolio (Age 10-13)
(Select) MFS Research International Fund
(Select) MFS Total Return Bond Fund
(Select) MFS Total Return Fund
(Select) MFS U.S. Government Cash Reserve Fund
(Select) MFS 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
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 |
