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Portfolio Fee & Performance Lookup

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Plan Selected:

(Change) Maine: NextGen College Investing Plan -- Client Select Series

Portfolios

(Select) American Century Inflation-Adjusted Bond Portfolio
(Select) BlackRock 100% Equity Portfolio
(Select) BlackRock 75% Equity Portfolio
(Select) BlackRock Advantage Large Cap Core Portfolio
(Select) BlackRock Age-Based 0-7 Years Portfolio
(Select) BlackRock Age-Based 11-13 Years Portfolio
(Select) BlackRock Age-Based 14-16 Years Portfolio
(Select) BlackRock Age-Based 17-19 Years Portfolio
(Select) BlackRock Age-Based 20+ Years Portfolio
(Select) BlackRock Age-Based 8-10 Years Portfolio
(Select) BlackRock Equity Dividend Portfolio
(Select) BlackRock Fixed Income Portfolio
(Select) BlackRock Global Allocation Portfolio
(Select) BlackRock Large Cap Focus Growth Portfolio
(Select) Franklin Templeton Age-Based 0-8 Years Portfolio
(Select) Franklin Templeton Age-Based 13-16 Years Portfolio
(Select) Franklin Templeton Age-Based 17-20 Years Portfolio
(Select) Franklin Templeton Age-Based 21+ Years Portfolio
(Select) Franklin Templeton Age-Based 9-12 Years Portfolio
(Select) Franklin Templeton Balanced Portfolio
(Select) Franklin Templeton Global Bond Portfolio
(Select) Franklin Templeton Growth & Income Portfolio
(Select) Franklin Templeton Growth Portfolio
(Select) Franklin Templeton Mutual Shares Portfolio
(Select) Franklin Templeton Small Cap Value Portfolio
(Select) Franklin Templeton Small-Mid Cap Growth Portfolio
(Select) iShares Age-Based 0-7 Years Portfolio
(Select) iShares Age-Based 11-13 Years Portfolio
(Select) iShares Age-Based 14-16 Years Portfolio
(Select) iShares Age-Based 17-19 Years Portfolio
(Select) iShares Age-Based 20+ Years Portfolio
(Select) iShares Age-Based 8-10 Years Portfolio
(Select) iShares Core Conservative Allocation Portfolio
(Select) iShares Core Growth Allocation Portfolio
(Select) iShares Core Moderate Allocation Portfolio
(Select) iShares Diversified Equity Portfolio
(Select) iShares Diversified Fixed Income Portfolio
(Select) Lord Abbett Total Return Portfolio
(Select) MainStay Large Cap Growth Portfolio
(Select) MFS Age-Based 0-5 Years Portfolio
(Select) MFS Age-Based 11-13 Years Portfolio
(Select) MFS Age-Based 14-15 Years Portfolio
(Select) MFS Age-Based 16-17 Years Portfolio
(Select) MFS Age-Based 18+ Years Portfolio
(Select) MFS Age-Based 6-10 Years Portfolio
(Select) MFS Conservative Mixed Asset Portfolio
(Select) MFS Equity Portfolio
(Select) MFS Fixed Income Portfolio
(Select) MFS Research International Portfolio
(Select) MFS Value Portfolio
(Select) Neuberger Berman International Equity Portfolio
(Select) NextGen Savings Portfolio
(Select) Principal Plus 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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