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MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) Hawaii: Hawaii's College Savings Program
Portfolios
(Select) 11 through 12 years (Vanguard 37.5% Stock/62.5% Bond)
(Select) 13 through 14 years (Vanguard Conservative Growth) (formerly 11-15)
(Select) 15 through 16 years (Vanguard 12.5% Stock/87.5% Bond)
(Select) 17 or older (Vanguard Income) (formerly 16+)
(Select) 5 through 6 years (Vanguard Growth) (formerly 0-5)
(Select) 7 through 8 years (Vanguard 62.5% Stock/37.5% Bond)
(Select) 9 through 10 years (Vanguard Moderate Growth) (formerly 6-10)
(Select) Newborn through 4 years (Vanguard 87.5% Stock/12.5% Bond)
(Select) Vanguard Conservative Growth Portfolio
(Select) Vanguard Growth Portfolio
(Select) Vanguard Income Portfolio
(Select) Vanguard Moderate Growth Portfolio
(Select) Vanguard Money Market Portfolio
(Select) Vanguard Total Bond Market Index Portfolio
(Select) Vanguard Total International Stock Index Portfolio
(Select) Vanguard 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 Education Savings Plan |
| 2 | Florida | Florida 529 Savings Plan |
| 3 | New Jersey | NJBEST 529 College Savings Plan |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
| State | Plan Name | |
|---|---|---|
| 1 | South Dakota | CollegeAccess 529 (Direct-sold) |
| 2 | Wisconsin | Edvest 529 |
| 3 | Nevada | USAA 529 Education Savings Plan |
Five-year rankings are based on a plan's average annual investment returns over the last five years
| State | Plan Name | |
|---|---|---|
| 1 | Indiana | CollegeChoice 529 Direct Savings Plan |
| 2 | Florida | Florida 529 Savings Plan |
| 3 | Alaska | T. Rowe Price 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 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
| 3 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
