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  • What is a 529 plan?
  • What are the options?
  • Where do taxes and fees differ?
  • How has the plan performed?

A college savings plan with tax benefits to help you save for higher education.

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Age-based, selected allocation and individual fund options.

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At the state level – compare fees and tax benefits across states.

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View and compare monthly and quarterly data.

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Spotlight/News

Scholars Choice Among Top 4 Performance ranking for Scholars Choice Read Now

Performance

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Age-Based View performance
Years to Enrollment View performance
Selected Allocations View performance
Individual Fund View performance
All Options View performance
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A Savings Plan for Every Situation

Scholars Choice has a range of savings options that can be tailored to your situation.

Investment Type Attributes/Options
By Age
Age-based: 0-3 years old through 19+ years old Years to enrollment based: 10-12 years through < 1 year Automatically adjusts risk profile
By Risk
Standard option with asset allocation such as:
All Equity
Balanced Equity/Fixed Income
All Fixed Income
or others
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Compare Fees and Expenses Between States

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Each state sponsors its own 529 plan(s), so programs can vary widely. Tax benefits — as well as fees and expenses — are just some of the important things to consider when choosing a plan.

Portfolio Manager Commentary

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Timely market insights from Scholars Choice managers designed to help you make informed investment decisions.

*All Savingforcollege.com rankings are as of December 31, 2013 and are based on the universe of 30 advisor-sold plans for Class A share performance (including sales charges). The portfolios within the plans are compared and ranked based on published investment returns. The plan's composite ranking is determined by the average of its percentile ranking. The program ranked 4, 1, 1 and 9 for the quarterly rolling 1-, 3-, 5- and 10-year periods, respectively. Past performance is no guarantee of future results. The performance and rankings discussed are inherently limited and are not indicative of longer-term performance. Current performance may be lower or higher than performance results used for these rankings, resulting in different rankings that may be lower than those shown. Market volatility, interest rate changes and economic events, among other factors, can affect an investment's short-term returns.

Ranking Methodology
Savingforcollege.com derives the rankings using each plan's relevant portfolio performance in seven unique asset allocation categories: 100% Equity, 80% Equity, 60% Equity, 40% Equity, 20% Equity, 100% Fixed and 100% Short Term. The plan's composite ranking is determined by the average of its percentile ranking in these categories. Within each category, portfolios are compared and ranked based on published investment returns. Separate rankings are produced for 1-, 3-, 5- and 10-year periods. In addition, two versions of rankings for each performance period are produced: one based on performance without sales charges and the other based on performance with maximum sales charges. Please visit Savingforcollege.com for more information about the ranking. Additional unit classes may exist for each plan ranked. Please refer to each plan's program disclosure statement for more information regarding its performance, fees and expenses. For Scholars Choice's program disclosure statement, please visit scholars-choice.com.

An investor should consider the Program's investment objectives, risks, charges and expenses before investing. The Program Disclosure Statement contains more information; read it carefully before investing. If an investor and/or an investor's beneficiary are not Colorado taxpayers or residents, considers, before investing, whether their home state offers a 529 plan that provides state tax and other benefits that are available only to residents of that state.

Mutual funds are sold through prospectus only. No offer is made hereunder or pursuant to the Program of any of the funds discussed in this website. An investor in the portfolios does not have a direct beneficial interest in these funds. Additional fees for the 529 plans will apply.

Investments in the Scholars Choice College Savings Program are not insured by the FDIC or any other government agency and are not deposits or other obligations of any depository institution. Investments are not guaranteed by the State of Colorado, CollegeInvest, Legg Mason Global Asset Allocation, LLC, Legg Mason Investor Services, LLC, or Legg Mason, Inc. or its affiliates and are subject to investment risks, including loss of principal amount invested.

Legg Mason, Inc., its affiliates and its employees are not in the business of providing tax or legal advice to taxpayers. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon by any such taxpayer for the purpose of avoiding tax penalties or complying with any applicable tax laws or regulations. Tax-related statements, if any, may have been written in connection with the "promotion or marketing" of the transaction(s) or matter(s) addressed by these materials to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

Scholars Choice is a registered service mark of CollegeInvest. CollegeInvest and the CollegeInvest logo are registered trademarks administered and issued by CollegeInvest, State of Colorado. Legg Mason Global Asset Allocation, LLC is the Investment Manager and Legg Mason Investor Services, LLC is the primary distributor of interests in the Program; together they serve as Manager of the Program. Legg Mason Global Asset Allocation, LLC and Legg Mason Investor Services, LLC are Legg Mason, Inc. affiliates. Legg Mason Global Asset Allocation, LLC, ClearBridge Investments, LLC, Batterymarch Financial Management, Inc., Brandywine Global Investment Management, LLC, Royce & Associates, LLC, Western Asset Management Company and Western Asset Management Company Limited, and Legg Mason Investor Services, LLC are Legg Mason, Inc. affiliates. Thornburg Investment Management, Inc. is not affiliated with Legg Mason Inc. and its affiliates.

Audited financial statements for the Scholars Choice® College Savings Program, including balance sheets, income statements, cash flow statements, and the Management's Discussion and Analysis (MDA), may be viewed at http://www.collegeinvest.org/financial-reports or a hard copy may be obtained by calling Scholars Choice at 888-572-4652.

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