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KS Learning Quest Advisor |
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State Provider: Kansas; Net Assets ($mil):
$126.0 as of
10-31-09 |
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Kansas residents are now able to invest in any 529 plan in the country while remaining eligible for the state's generous tax deduction on contributions of up to $3,000 per beneficiary per year ($6,000 if married, filing jointly). There's still some reason to check out this plan, though. The American Century-run plan is competitive on price (its underlying funds are reasonably priced and its yearly program management fee is a low 0.20%). The asset allocation for the age-based portfolios is questionable, but a sizable collection of static-blend and individual fund portfolios give investors the ability to customize. With low fees and good underlying holdings, this a decent broker-sold option. (Information as of 03/12/2009) |
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| Availability: Sales Channel |
| Annual State Tax Deduction |
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Up to $3,000 (S),
6,000 (J)
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| Max Investment/Beneficiary |
| Mos. to Qualified Withdrawal |
| Aggressive, Conservative, Moderate |
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Age-Based Portfolios
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| Static Portfolios and Self-Directed Funds |
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| US Stock
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Bond |
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| Total International Funds: 90 |
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| Underlying Funds’ Ratings |
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| Overall Morningstar Rating |
# Equity
Funds |
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# Bond
Funds |
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| Ratings as of
10-31-09 |
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| Range |
0.00
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0.2 |
| 529 Plan Avg |
0.8 |
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| Portfolio Expense Ratio Range |
| Fee to Change Beneficiary |
| Share Classes: Sales Charge |
| A:
5.75% (front-load) |
| B:
5% (deferred-load) |
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| Initial Purchase |
$1,000 |
$250 |
| Additional Purchase |
50 |
50 |
| Initial (AIP) |
50 |
25 |
| Additional (AIP) |
50 |
25 |
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