MISC

Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

(Change) Michigan: Michigan Education Savings Program

Portfolios

(Select) 100% Fixed-Income Option
(Select) Aggressive Age-Based: Age Band 0-4
(Select) Aggressive Age-Based: Age Band 11-12
(Select) Aggressive Age-Based: Age Band 13-14
(Select) Aggressive Age-Based: Age Band 15
(Select) Aggressive Age-Based: Age Band 16
(Select) Aggressive Age-Based: Age Band 17
(Select) Aggressive Age-Based: Age Band 18+
(Select) Aggressive Age-Based: Age Band 5-8
(Select) Aggressive Age-Based: Age Band 9-10
(Select) Balanced Option
(Select) Conservative Age-Based: Age Band 0-4
(Select) Conservative Age-Based: Age Band 11-12
(Select) Conservative Age-Based: Age Band 13-14
(Select) Conservative Age-Based: Age Band 15
(Select) Conservative Age-Based: Age Band 16
(Select) Conservative Age-Based: Age Band 17
(Select) Conservative Age-Based: Age Band 18+
(Select) Conservative Age-Based: Age Band 5-8
(Select) Conservative Age-Based: Age Band 9-10
(Select) Global Equity Index Option
(Select) International Equity Index Option
(Select) Moderate Age-Based: Age Band 0-4
(Select) Moderate Age-Based: Age Band 11-12
(Select) Moderate Age-Based: Age Band 13-14
(Select) Moderate Age-Based: Age Band 15
(Select) Moderate Age-Based: Age Band 16
(Select) Moderate Age-Based: Age Band 17
(Select) Moderate Age-Based: Age Band 18+
(Select) Moderate Age-Based: Age Band 5-8
(Select) Moderate Age-Based: Age Band 9-10
(Select) Principal Plus Interest Option
(Select) U.S. Equity Index Option

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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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