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Portfolio Fee & Performance Lookup

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(Change) New Mexico: The Education Plan's College Savings Program

Portfolios

(Select) Age Based Fixed Income Portfolio
(Select) Age Based Low Duration Fixed Income Portfolio
(Select) Age Based Portfolio 10
(Select) Age Based Portfolio 100
(Select) Age Based Portfolio 20
(Select) Age Based Portfolio 40
(Select) Age Based Portfolio 60
(Select) Age Based Portfolio 80
(Select) Aggressive Age-Based (Ages 12-14) (Age Based 40)
(Select) Aggressive Age-Based (Ages 15-17) (Age Based 20)
(Select) Aggressive Age-Based (Ages 18+) (Age Based 10)
(Select) Aggressive Age-Based (Ages 6-8) (Age Based 80)
(Select) Aggressive Age-Based (Ages 9-11) (Age Based 60)
(Select) Aggressive Age-Based (Newborn to Age 5) (Age Based 100)
(Select) Balanced Age-Based (Ages 12-14) (Age Based 10)
(Select) Balanced Age-Based (Ages 15-17) (Age Based Fixed Income)
(Select) Balanced Age-Based (Ages 18+) (Age Based Low Duration)
(Select) Balanced Age-Based (Ages 6-8) (Age Based 40)
(Select) Balanced Age-Based (Ages 9-11) (Age Based 20)
(Select) Balanced Age-Based (Newborn to Age 5) (Age Based 60)
(Select) Custom Choice Fixed Income Portfolio
(Select) Custom Choice Index Fixed Income Portfolio
(Select) Custom Choice Index Low Duration Fixed Income Portfolio
(Select) Custom Choice Index Portfolio 10 (formerly School Years Index Portfolio)
(Select) Custom Choice Index Portfolio 100 (formerly Aggressive Index Portfolio)
(Select) Custom Choice Index Portfolio 20 (formerly Ultra Conservative Index Portfolio)
(Select) Custom Choice Index Portfolio 40 (formerly Conservative Index Portfolio)
(Select) Custom Choice Index Portfolio 60 (formerly Moderate Index Portfolio)
(Select) Custom Choice Index Portfolio 80 (formerly Moderately Aggressive Index Portfolio)
(Select) Custom Choice Low Duration Fixed Income Portfolio
(Select) Custom Choice Portfolio 10 (formerly School Years Portfolio)
(Select) Custom Choice Portfolio 100 (formerly Aggressive Portfolio)
(Select) Custom Choice Portfolio 20 (formerly Ultra Conservative Portfolio)
(Select) Custom Choice Portfolio 40 (formerly Conservative Portfolio)
(Select) Custom Choice Portfolio 60 (formerly Moderate Portfolio)
(Select) Custom Choice Portfolio 80 (formerly Moderately Aggressive Portfolio)
(Select) Custom Choice Short Term Yield Portfolio
(Select) Growth Age-Based (Ages 12-14) (Age Based 20)
(Select) Growth Age-Based (Ages 15-17) (Age Based 10)
(Select) Growth Age-Based (Ages 18+) (Age Based Fixed Income)
(Select) Growth Age-Based (Ages 6-8) (Age Based 60)
(Select) Growth Age-Based (Ages 9-11) (Age Based 40)
(Select) Growth Age-Based (Newborn to Age 5) (Age Based 80)
(Select) Index Age Based Fixed Income Portfolio
(Select) Index Age Based Low Duration Fixed Income Portfolio
(Select) Index Age Based Portfolio 10
(Select) Index Age Based Portfolio 100
(Select) Index Age Based Portfolio 20
(Select) Index Age Based Portfolio 40
(Select) Index Age Based Portfolio 60
(Select) Index Age Based Portfolio 80
(Select) Index Aggressive Age-Based (Ages 12-14) (Index Age-Based 40)
(Select) Index Aggressive Age-Based (Ages 15-17) (Index Age-Based 20)
(Select) Index Aggressive Age-Based (Ages 18+) (Index Age-Based 10)
(Select) Index Aggressive Age-Based (Ages 6-8) (Index Age-Based 80)
(Select) Index Aggressive Age-Based (Ages 9-11) (Index Age-Based 60)
(Select) Index Aggressive Age-Based (Newborn to Age 5) (Index Age-Based 100)
(Select) Index Balanced Age-Based (Ages 12-14) (Index Age-Based 10)
(Select) Index Balanced Age-Based (Ages 15-17) (Index Age-Based Fixed Income)
(Select) Index Balanced Age-Based (Ages 18+) (Index Age-Based Low Duration)
(Select) Index Balanced Age-Based (Ages 6-8) (Index Age-Based 40)
(Select) Index Balanced Age-Based (Ages 9-11) (Index Age-Based 20)
(Select) Index Balanced Age-Based (Newborn to Age 5) (Index Age-Based 60)
(Select) Index Growth Age-Based (Ages 12-14) (Index Age-Based 20)
(Select) Index Growth Age-Based (Ages 15-17) (Index Age-Based 10)
(Select) Index Growth Age-Based (Ages 18+) (Index Age-Based Fixed Income)
(Select) Index Growth Age-Based (Ages 6-8) (Index Age-Based 60)
(Select) Index Growth Age-Based (Ages 9-11) (Index Age-Based 40)
(Select) Index Growth Age-Based (Newborn to Age 5) (Index Age-Based 80)

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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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