MISC

Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

(Change) Connecticut: Connecticut Higher Education Trust (CHET)

Portfolios

(Select) Active Fixed-Income Option
(Select) Active Global Equity Option
(Select) Aggressive Managed Allocation Option: Age Band 0-4
(Select) Aggressive Managed Allocation Option: Age Band 11-12
(Select) Aggressive Managed Allocation Option: Age Band 13-14
(Select) Aggressive Managed Allocation Option: Age Band 15
(Select) Aggressive Managed Allocation Option: Age Band 16
(Select) Aggressive Managed Allocation Option: Age Band 17
(Select) Aggressive Managed Allocation Option: Age Band 18+
(Select) Aggressive Managed Allocation Option: Age Band 5-8
(Select) Aggressive Managed Allocation Option: Age Band 9-10
(Select) Conservative Managed Allocation Option: Age Band 0-4
(Select) Conservative Managed Allocation Option: Age Band 11-12
(Select) Conservative Managed Allocation Option: Age Band 13-14
(Select) Conservative Managed Allocation Option: Age Band 15
(Select) Conservative Managed Allocation Option: Age Band 16
(Select) Conservative Managed Allocation Option: Age Band 17
(Select) Conservative Managed Allocation Option: Age Band 18+
(Select) Conservative Managed Allocation Option: Age Band 5-8
(Select) Conservative Managed Allocation Option: Age Band 9-10
(Select) Global Equity Index Option
(Select) Global Tactical Asset Allocation Option
(Select) High Equity Balanced Option
(Select) Index Fixed-Income Option
(Select) International Equity Index Option
(Select) Moderate Managed Allocation Option: Age Band 0-4
(Select) Moderate Managed Allocation Option: Age Band 11-12
(Select) Moderate Managed Allocation Option: Age Band 13-14
(Select) Moderate Managed Allocation Option: Age Band 15
(Select) Moderate Managed Allocation Option: Age Band 16
(Select) Moderate Managed Allocation Option: Age Band 17
(Select) Moderate Managed Allocation Option: Age Band 18+
(Select) Moderate Managed Allocation Option: Age Band 5-8
(Select) Moderate Managed Allocation Option: Age Band 9-10
(Select) Money Market Option
(Select) Principal Plus Interest Option
(Select) Social Choice 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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