MISC

Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

(Change) Kansas: Schwab 529 College Savings Plan

Portfolios

(Select) Aggressive (Index): Age 0-4 (95% Equity)
(Select) Aggressive (Index): Age 11-13 (60% Equity)
(Select) Aggressive (Index): Age 14-15 (50% Equity)
(Select) Aggressive (Index): Age 16-17 (40% Equity)
(Select) Aggressive (Index): Age 18-19 (30% Equity)
(Select) Aggressive (Index): Age 20+ (20% Equity)
(Select) Aggressive (Index): Age 5-7 (80% Equity)
(Select) Aggressive (Index): Age 8-10 (70% Equity)
(Select) Aggressive Index Portfolio
(Select) Aggressive Portfolio
(Select) Aggressive: Age 0-4 (95% Equity)
(Select) Aggressive: Age 11-13 (60% Equity)
(Select) Aggressive: Age 14-15 (50% Equity)
(Select) Aggressive: Age 16-17 (40% Equity)
(Select) Aggressive: Age 18-19 (30% Equity)
(Select) Aggressive: Age 20+ (20% Equity)
(Select) Aggressive: Age 5-7 (80% Equity)
(Select) Aggressive: Age 8-10 (70% Equity)
(Select) Conservative Index Portfolio
(Select) Conservative Portfolio
(Select) Moderate (Index): Age 0-4 (60% Equity)
(Select) Moderate (Index): Age 11-13 (40% Equity)
(Select) Moderate (Index): Age 14-15 (30% Equity)
(Select) Moderate (Index): Age 16-17 (20% Equity)
(Select) Moderate (Index): Age 18-19 (10% Equity)
(Select) Moderate (Index): Age 20+ (Short-Term)
(Select) Moderate (Index): Age 5-7 (60% Equity)
(Select) Moderate (Index): Age 8-10 (50% Equity)
(Select) Moderate Index Portfolio
(Select) Moderate Portfolio
(Select) Moderate: Age 0-4 (60% Equity)
(Select) Moderate: Age 11-13 (40% Equity)
(Select) Moderate: Age 14-15 (30% Equity)
(Select) Moderate: Age 16-17 (20% Equity)
(Select) Moderate: Age 18-19 (10% Equity)
(Select) Moderate: Age 20+ (Short-Term)
(Select) Moderate: Age 5-7 (60% Equity)
(Select) Moderate: Age 8-10 (50% Equity)
(Select) Moderately Aggressive (Index): Age 0-4 (80% Equity)
(Select) Moderately Aggressive (Index): Age 11-13 (50% Equity)
(Select) Moderately Aggressive (Index): Age 14-15 (40% Equity)
(Select) Moderately Aggressive (Index): Age 16-17 (30% Equity)
(Select) Moderately Aggressive (Index): Age 18-19 (20% Equity)
(Select) Moderately Aggressive (Index): Age 20+ (10% Equity)
(Select) Moderately Aggressive (Index): Age 5-7 (70% Equity)
(Select) Moderately Aggressive (Index): Age 8-10 (60% Equity)
(Select) Moderately Aggressive Index Portfolio
(Select) Moderately Aggressive Portfolio
(Select) Moderately Aggressive: Age 0-4 (80% Equity)
(Select) Moderately Aggressive: Age 11-13 (50% Equity)
(Select) Moderately Aggressive: Age 14-15 (40% Equity)
(Select) Moderately Aggressive: Age 16-17 (30% Equity)
(Select) Moderately Aggressive: Age 18-19 (20% Equity)
(Select) Moderately Aggressive: Age 20+ (10% Equity)
(Select) Moderately Aggressive: Age 5-7 (70% Equity)
(Select) Moderately Aggressive: Age 8-10 (60% Equity)
(Select) Moderately Conservative (Index): Age 0-4 (40% Equity)
(Select) Moderately Conservative (Index): Age 11-13 (30% Equity)
(Select) Moderately Conservative (Index): Age 14-15 (20% Equity)
(Select) Moderately Conservative (Index): Age 16-17 (10% Equity)
(Select) Moderately Conservative (Index): Age 18-19 (Short-Term)
(Select) Moderately Conservative (Index): Age 20+ (Short-Term)
(Select) Moderately Conservative Index Portfolio
(Select) Moderately Conservative Portfolio
(Select) Moderately Conservative: Age 0-4 (40% Equity)
(Select) Moderately Conservative: Age 11-13 (30% Equity)
(Select) Moderately Conservative: Age 14-15 (20% Equity)
(Select) Moderately Conservative: Age 16-17 (10% Equity)
(Select) Moderately Conservative: Age 18-19 (Short-Term)
(Select) Moderately Conservative: Age 20+ (Short-Term)
(Select) Money Market Portfolio
(Select) Short-Term (Index)
(Select) Short-Term 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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