Tools for financial professionals

529 Plan Comparison Tool

Utilize the Scholar's Edge 529 Comparison Tool to compare other advisor-sold 529 plans with ours. Simply fill in the form below and we will email you a report.

* Indicates required field

 

Are you a financial professional?
Would you prefer to compare the entire plan or specific options?

Please provide your name and email address to ensure you receive a customized report:

Please reach out to your financial professional and request a comparison to the Scholar’s Edge 529 plan. Clicking the submit button will not result in a response.

Returns represent past performance and do not guarantee future results. Unit price, principal value, and return will vary and you may have a gain or loss when units are sold. Current performance may be lower or higher than quoted.

Returns shown for periods of less than one year are not annualized.

For the most recent month-end performance, visit scholarsedge529.com/investments/year-of-enrollment-portfolio. Performance shown does not include the effects of sales charges or program administration fees. A maximum sales charge of 3.50% may apply for Class A Units.

Source: Morningstar Direct. Please note that no representation is being made with respect to the accuracy or completeness of the information reflected above. Principal Funds Distributor has not independently verified this information.