MISC

Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

(Change) New York: New York's 529 College Savings Program -- Direct Plan

Portfolios

(Select) Aggressive Age-Based Portfolio: Aggressive (5-6 Years)
(Select) Aggressive Age-Based Portfolio: Aggressive (7-8 Years)
(Select) Aggressive Age-Based Portfolio: Aggressive Growth (0-4 Years)
(Select) Aggressive Age-Based Portfolio: Blended Growth (11-12 Years)
(Select) Aggressive Age-Based Portfolio: Conservative (19 Years and Over)
(Select) Aggressive Age-Based Portfolio: Conservative Growth (17-18 Years)
(Select) Aggressive Age-Based Portfolio: Disciplined Growth (15-16 Years)
(Select) Aggressive Age-Based Portfolio: Growth (9-10 Years)
(Select) Aggressive Age-Based Portfolio: Moderate Growth (13-14 Years)
(Select) Aggressive Growth Portfolio
(Select) Bond Market Index Portfolio
(Select) Conservative Age-Based Portfolio: Balanced Income (15-16 Years)
(Select) Conservative Age-Based Portfolio: Blended Growth (0-4 Years)
(Select) Conservative Age-Based Portfolio: Conservative (11-12 Years)
(Select) Conservative Age-Based Portfolio: Conservative Growth (9-10 Years)
(Select) Conservative Age-Based Portfolio: Conservative Income (17-18 Years)
(Select) Conservative Age-Based Portfolio: Disciplined Growth (7-8 Years)
(Select) Conservative Age-Based Portfolio: Income (13-14 Years)
(Select) Conservative Age-Based Portfolio: Interest Accumulation (19 Years and Over)
(Select) Conservative Age-Based Portfolio: Moderate Growth (5-6 Years)
(Select) Conservative Growth Portfolio
(Select) Developed Markets Index Portfolio
(Select) Growth Portfolio
(Select) Growth Stock Index Portfolio
(Select) Income Portfolio
(Select) Inflation-Protected Securities Portfolio
(Select) Interest Accumulation Portfolio
(Select) Mid-Cap Stock Index Portfolio
(Select) Moderate Age-Based Portfolio: Aggressive (0-4 Years)
(Select) Moderate Age-Based Portfolio: Blended Growth (7-8 Years)
(Select) Moderate Age-Based Portfolio: Conservative (15-16 Years)
(Select) Moderate Age-Based Portfolio: Conservative Growth (13-14 Years)
(Select) Moderate Age-Based Portfolio: Disciplined Growth (11-12 Years)
(Select) Moderate Age-Based Portfolio: Growth (5-6 Years)
(Select) Moderate Age-Based Portfolio: Income (17-18 Years)
(Select) Moderate Age-Based Portfolio: Income (19 Years and Over)
(Select) Moderate Age-Based Portfolio: Moderate Growth (9-10 Years)
(Select) Moderate Growth Portfolio
(Select) Small-Cap Stock Index Portfolio
(Select) Value Stock Index 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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