MISC

Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

(Change) Illinois: Bright Directions Advisor-Guided 529 College Savings Program

Portfolios

(Select) Age-Based Aggressive: 0-2 years old
(Select) Age-Based Aggressive: 11-12 years old
(Select) Age-Based Aggressive: 13-14 years old
(Select) Age-Based Aggressive: 15-16 years old
(Select) Age-Based Aggressive: 17-18 years old
(Select) Age-Based Aggressive: 19 years and older
(Select) Age-Based Aggressive: 3-5 years old
(Select) Age-Based Aggressive: 6-8 years old
(Select) Age-Based Aggressive: 9-10 years old
(Select) Age-Based Conservative: 0-2 years old
(Select) Age-Based Conservative: 11-12 years old
(Select) Age-Based Conservative: 13-14 years old
(Select) Age-Based Conservative: 15-16 years old
(Select) Age-Based Conservative: 17-18 years old
(Select) Age-Based Conservative: 19 years and older
(Select) Age-Based Conservative: 3-5 years old
(Select) Age-Based Conservative: 6-8 years old
(Select) Age-Based Conservative: 9-10 years old
(Select) Age-Based Moderate: 0-2 years old
(Select) Age-Based Moderate: 11-12 years old
(Select) Age-Based Moderate: 13-14 years old
(Select) Age-Based Moderate: 15-16 years old
(Select) Age-Based Moderate: 17-18 years old
(Select) Age-Based Moderate: 19 years and older
(Select) Age-Based Moderate: 3-5 years old
(Select) Age-Based Moderate: 6-8 years old
(Select) Age-Based Moderate: 9-10 years old
(Select) American Century Equity Growth 529 Portfolio
(Select) American Century Growth 529 Portfolio
(Select) American Century Short Duration Inflation Protection Bond 529 Portfolio
(Select) American Century Value 529 Portfolio
(Select) Ariel 529 Portfolio
(Select) Baird Short-Term Bond 529 Portfolio
(Select) BlackRock Inflation Protected Bond 529 Portfolio
(Select) Calvert Equity 529 Portfolio
(Select) Causeway Emerging Markets 529 Portfolio
(Select) Delaware Small Cap Core 529 Portfolio
(Select) DFA International Small Company 529 Portfolio
(Select) Dodge & Cox International Stock 529 Portfolio
(Select) Fixed Income
(Select) Fund 10
(Select) Fund 100
(Select) Fund 20
(Select) Fund 40
(Select) Fund 60
(Select) Fund 80
(Select) Harbor Small Cap Growth Opportunities 529 Portfolio
(Select) Invesco Government & Agency Portfolio
(Select) MainStay Total Return Bond 529 Portfolio
(Select) MFS Value 529 Portfolio
(Select) Northern Funds Bond Index 529 Portfolio
(Select) Northern Funds International Equity Index 529 Portfolio
(Select) Northern Funds Small Cap Index 529 Portfolio
(Select) Northern Funds Stock Index 529 Portfolio
(Select) Northern Small Cap Value Strategy
(Select) Oppenheimer International Growth 529 Portfolio
(Select) PIMCO Short-Term 529 Portfolio
(Select) Sit Dividend Growth 529 Portfolio
(Select) T. Rowe Price Balanced 529 Portfolio
(Select) T. Rowe Price Equity Income 529 Portfolio
(Select) T. Rowe Price Extended Equity Market Index 529 Portfolio
(Select) T. Rowe Price Large-Cap Growth Strategy
(Select) T. Rowe Price Real Estate 529 Portfolio
(Select) Templeton International Bond 529 Portfolio
(Select) Vanguard FTSE Developed Markets ETF 529 Portfolio
(Select) Vanguard FTSE Emerging Markets ETF 529 Portfolio
(Select) Vanguard Global ex-U.S. Real Estate ETF 529 Portfolio
(Select) Vanguard Mega Cap ETF 529 Portfolio
(Select) Vanguard Mega Cap Growth ETF 529 Portfolio
(Select) Vanguard Mega Cap Value ETF 529 Portfolio
(Select) Vanguard Mid-Cap ETF 529 Portfolio
(Select) Vanguard Mid-Cap Growth ETF 529 Portfolio
(Select) Vanguard Mid-Cap Value ETF 529 Portfolio
(Select) Vanguard REIT ETF 529 Portfolio
(Select) Vanguard Short-Term Bond ETF 529 Portfolio
(Select) Vanguard Small-Cap ETF 529 Portfolio
(Select) Vanguard Small-Cap Growth ETF 529 Portfolio
(Select) Vanguard Small-Cap Value ETF 529 Portfolio
(Select) Vanguard Total Bond Market ETF 529 Portfolio
(Select) Voya Global Real Estate 529 Portfolio
(Select) William Blair Mid Cap Growth 529 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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