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Portfolio Fee & Performance Lookup

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(Change) Rhode Island: CollegeBound 529 (Advisor-sold)

Portfolios

(Select) Invesco Aggressive Growth College Portfolio
(Select) Invesco American Franchise Portfolio
(Select) Invesco CollegeBound 2023-2024 Portfolio
(Select) Invesco CollegeBound 2025-2026 Portfolio
(Select) Invesco CollegeBound 2027-2028 Portfolio
(Select) Invesco CollegeBound 2029-2030 Portfolio
(Select) Invesco CollegeBound 2031-2032 Portfolio
(Select) Invesco CollegeBound 2033-2034 Portfolio
(Select) Invesco CollegeBound 2035-2036 Portfolio
(Select) Invesco CollegeBound 2037-2038 Portfolio
(Select) Invesco CollegeBound 2039-2040 Portfolio
(Select) Invesco CollegeBound 2041-2042 Portfolio
(Select) Invesco CollegeBound Today Portfolio
(Select) Invesco Conservative College Portfolio
(Select) Invesco Core Bond Portfolio
(Select) Invesco Core Plus Bond Portfolio
(Select) Invesco Developing Markets Portfolio
(Select) Invesco Discovery Mid Cap Growth Portfolio
(Select) Invesco Diversified Dividend Portfolio
(Select) Invesco Equally-Weighted S&P 500 Portfolio
(Select) Invesco Equity and Income Portfolio
(Select) Invesco Fundamental High Yield Corporate Bond Portfolio
(Select) Invesco Global Focus Portfolio
(Select) Invesco Global Real Estate Income Portfolio
(Select) Invesco Growth College Portfolio
(Select) Invesco Main Street Small Cap Portfolio
(Select) Invesco Moderate College Portfolio
(Select) Invesco MSCI World SRI Index Portfolio
(Select) Invesco NASDAQ 100 Index Portfolio
(Select) Invesco Oppenheimer International Growth Portfolio
(Select) Invesco S&P 500 Low Volatility Portfolio
(Select) Invesco Short Duration Inflation Protected Portfolio
(Select) Invesco Small Cap Growth Portfolio
(Select) Invesco Small Cap Value Portfolio
(Select) Invesco Stable Value Portfolio

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Free for Ameriprise Financial, Commonwealth Financial, Morgan Stanley, Raymond James and RW Baird.

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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