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Portfolio Fee & Performance Lookup

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(Change) Connecticut: Connecticut Higher Education Trust (CHET) -- Advisor Plan


(Select) Balanced Income 529 Portfolio
(Select) Capital Appreciation 529 Portfolio (closed 9/15/17)
(Select) Checks and Balances Portfolio
(Select) CHET Advisor Age-Based Portfolio 0-3
(Select) CHET Advisor Age-Based Portfolio 0-8 (closed 9/15/17)
(Select) CHET Advisor Age-Based Portfolio 10-11
(Select) CHET Advisor Age-Based Portfolio 12-13
(Select) CHET Advisor Age-Based Portfolio 14-15
(Select) CHET Advisor Age-Based Portfolio 16
(Select) CHET Advisor Age-Based Portfolio 16-17 (closed 9/15/17)
(Select) CHET Advisor Age-Based Portfolio 17
(Select) CHET Advisor Age-Based Portfolio 18+
(Select) CHET Advisor Age-Based Portfolio 4-6
(Select) CHET Advisor Age-Based Portfolio 7-9
(Select) CHET Advisor Age-Based Portfolio 9-13 (closed 9/15/17)
(Select) CHET Advisor Aggressive Growth Portfolio
(Select) CHET Advisor Balanced Portfolio
(Select) CHET Advisor Conservative Portfolio
(Select) CHET Advisor Growth Portfolio
(Select) CHET Advisor Money Market 529 Portfolio (closed 9/15/17)
(Select) CHET Advisor Stable Value Portfolio
(Select) Core Equity 529 Portfolio
(Select) Dividend and Growth 529 Portfolio
(Select) Equity Income 529 Portfolio
(Select) Global Real Asset 529 Portfolio (closed 9/15/17)
(Select) Growth Opportunities 529 Portfolio
(Select) Inflation Plus 529 Portfolio
(Select) International Opportunities 529 Portfolio
(Select) Midcap 529 Portfolio
(Select) Small Cap Growth 529 Portfolio
(Select) Total Return Bond 529 Portfolio
(Select) World Bond 529 Portfolio

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Ameriprise Financial instructions

Consult with your office/branch manager for instructions.

Commonwealth Financial instructions

Commonwealth Financial Advisors, you will find your 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 portal.

Morgan Stanley instructions

Visit Tools and Forms in the Education Savings Products page in 3DResources to access your portal.

Raymond James instructions

Visit the 529 Plan Resource Center on RJ Net to access your portal.

RW Baird instructions

Visit the 529 Department page on BairdWeb to access your portal.


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