MISC

Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

(Change) Oregon: Oregon College Savings Plan

Portfolios

(Select) Age Band 0-4
(Select) Age Band 11-12
(Select) Age Band 13-14
(Select) Age Band 15
(Select) Age Band 16
(Select) Age Band 17
(Select) Age Band 18+
(Select) Age Band 5-8
(Select) Age Band 9-10
(Select) Aggressive Portfolio
(Select) Balanced Index Portfolio
(Select) Conservative Portfolio
(Select) Diversified Fixed Income Portfolio
(Select) Diversified Inflation Protection Portfolio
(Select) Diversified International Equity Portfolio
(Select) Diversified U.S. Equity Portfolio
(Select) Fixed Income Index Portfolio
(Select) International Equity Index Portfolio
(Select) Moderate Portfolio
(Select) Money Market Portfolio
(Select) Principal Plus Interest Portfolio
(Select) Social Choice Portfolio
(Select) U.S. Equity 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 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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