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Portfolio Fee & Performance Lookup

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(Change) New York: New York's 529 College Savings Program -- Direct Plan


(Select) Aggressive Age-Based: Aggressive Growth Portfolio (0-5)
(Select) Aggressive Age-Based: Conservative Growth Portfolio (16-18)
(Select) Aggressive Age-Based: Growth Portfolio (6-10)
(Select) Aggressive Age-Based: Income Portfolio (19+)
(Select) Aggressive Age-Based: Moderate Growth Portfolio (11-15)
(Select) Aggressive Growth Portfolio
(Select) Bond Market Index Portfolio
(Select) Conservative Age-Based: Conservative Growth Portfolio (6-10)
(Select) Conservative Age-Based: Income Portfolio (11-15)
(Select) Conservative Age-Based: Income Portfolio (16-18)
(Select) Conservative Age-Based: Interest Accumulation Portfolio (19+)
(Select) Conservative Age-Based: Moderate Growth Portfolio (0-5)
(Select) Conservative Growth Portfolio
(Select) Developed Markets Index Portfolio
(Select) Growth Portfolio
(Select) Growth Stock Index Portfolio
(Select) Income Portfolio
(Select) Inflation-Protected Securities Portfolio
(Select) Interest Accumulation Portfolio
(Select) Mid-Cap Stock Index Portfolio
(Select) Moderate Age-Based: Conservative Growth Portfolio (11-15)
(Select) Moderate Age-Based: Growth Portfolio (0-5)
(Select) Moderate Age-Based: Income Portfolio (16-18)
(Select) Moderate Age-Based: Income Portfolio (19+)
(Select) Moderate Age-Based: Moderate Growth Portfolio (6-10)
(Select) Moderate Growth Portfolio
(Select) Small-Cap Stock Index Portfolio
(Select) Value Stock Index 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 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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