MISC

Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

(Change) Kansas: Learning Quest Advisor

Portfolios

(Select) 10% Equity Portfolio
(Select) 100% Equity Portfolio
(Select) 20% Equity (formerly Short-Term Plus) Portfolio
(Select) 30% Equity (formerly Very Conservative)Portfolio
(Select) 40% Equity Portfolio
(Select) 50% Equity (formerly Conservative) Portfolio
(Select) 60% Equity (formerly Moderate) Portfolio
(Select) 70% Equity (formerly Aggressive) Portfolio
(Select) 80% Equity Portfolio
(Select) 90% Equity (formerly Very Aggressive) Portfolio
(Select) Aggressive Age Based: 20% Equity (Age 20+)
(Select) Aggressive Age Based: 30% Equity (Age 18-19)
(Select) Aggressive Age Based: 40% Equity (Age 16-17)
(Select) Aggressive Age Based: 50% Equity (Age 14-15)
(Select) Aggressive Age Based: 60% Equity (Age 11-13)
(Select) Aggressive Age Based: 70% Equity (Age 8-10)
(Select) Aggressive Age Based: 80% Equity (Age 5-7)
(Select) Aggressive Age Based: 90% Equity (Age 0-4)
(Select) Cash and Cash Equivalents Portfolio
(Select) Conservative Age Based: 10% Equity (Age 18-19)
(Select) Conservative Age Based: 20% Equity (Age 16-17)
(Select) Conservative Age Based: 30% Equity (Age 11-13)
(Select) Conservative Age Based: 30% Equity (Age 14-15)
(Select) Conservative Age Based: 40% Equity (Age 8-10)
(Select) Conservative Age Based: 50% Equity (Age 5-7)
(Select) Conservative Age Based: 60% Equity (Age 0-4)
(Select) Conservative Age Based: Short-Term (Age 20+)
(Select) Disciplined Growth Portfolio
(Select) Diversified Bond Portfolio
(Select) Fundamental Equity Portfolio
(Select) Heritage Portfolio
(Select) Inflation Protection Bond Portfolio
(Select) International Bond Portfolio
(Select) International Growth Portfolio
(Select) Mid-Cap Value Portfolio
(Select) Moderate Age Based: 10% Equity (Age 20+)
(Select) Moderate Age Based: 20% Equity (Age 18-19)
(Select) Moderate Age Based: 30% Equity (Age 16-17)
(Select) Moderate Age Based: 40% Equity (Age 14-15)
(Select) Moderate Age Based: 50% Equity (Age 11-13)
(Select) Moderate Age Based: 50% Equity (Age 8-10)
(Select) Moderate Age Based: 60% Equity (Age 5-7)
(Select) Moderate Age Based: 70% Equity (Age 0-4)
(Select) Real Estate Portfolio
(Select) Short-Term Portfolio
(Select) Small Cap Growth Portfolio
(Select) Sustainable Equity Portfolio
(Select) Value Portfolio

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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.

 

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