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MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) Wisconsin: Tomorrow's Scholar 529 Plan
Portfolios
(Select) BlackRock Global Allocation Option
(Select) Northern Small Cap Value Option
(Select) Nuveen Balanced Option
(Select) Nuveen Equity Index Option
(Select) Nuveen International Equity Index Option
(Select) Nuveen Small-Cap Blend Index Option
(Select) TIAA-CREF Principal Protection Option
(Select) Voya 529 Age 0-4 Option
(Select) Voya 529 Age 11-12 Option
(Select) Voya 529 Age 13-14 Option
(Select) Voya 529 Age 15 Option
(Select) Voya 529 Age 16 Option
(Select) Voya 529 Age 17 Option
(Select) Voya 529 Age 18+ Option
(Select) Voya 529 Age 5-8 Option
(Select) Voya 529 Age 9-10 Option
(Select) Voya 529 Aggressive Growth Option
(Select) Voya 529 Balanced Option (formerly Moderate Growth)
(Select) Voya 529 Conservative Plus Option
(Select) Voya 529 Growth Plus Option
(Select) Voya 529 Ultra Conservative Option
(Select) Voya Corporate Leaders 100 Option
(Select) Voya GNMA Income Option
(Select) Voya High Yield Bond Option
(Select) Voya Intermediate Bond Option
(Select) Voya Large Cap Growth Option
(Select) Voya Large Cap Value Option
(Select) Voya Mid Cap Opportunities Option
(Select) Voya Multi-Manager International Equity Option
(Select) Voya Multi-Manager Mid Cap Value Option
(Select) Voya Small Cap Growth 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 | 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 |