MISC

Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

(Change) Alaska: John Hancock Freedom 529

Portfolios

(Select) American Mutual Portfolio
(Select) Blue Chip Growth Portfolio
(Select) Capital Appreciation Portfolio
(Select) College Portfolio
(Select) Equity Income Portfolio
(Select) Equity Portfolio
(Select) Fixed Income Portfolio
(Select) Future Trends Portfolio
(Select) International Value Portfolio
(Select) Mid-Cap Value Portfolio
(Select) Money Market Portfolio
(Select) Multimanager Lifestyle Balanced 529 Portfolio
(Select) Multimanager Lifestyle Growth 529 Portfolio
(Select) Multimanager Lifestyle Moderate 529 Portfolio
(Select) New Horizons Portfolio
(Select) Portfolio 2017-2020
(Select) Portfolio 2021-2024
(Select) Portfolio 2025-2028
(Select) Portfolio 2029-2032
(Select) Portfolio 2033-2036
(Select) Short-Term Bond Portfolio
(Select) Small-Cap Stock 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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