529 plan comparison tool
Utilize the Scholar's Edge 529 plan comparison tool to compare other advisor-sold 529 plans with ours. Simply fill in the form below and we will email you a report.
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Key tools and resources
Rollover your client's 529 plan to the Scholar's Edge 529 Plan
Help clients with investment changes
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.