MISC

Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

(Change) Utah: Utah Educational Savings Plan (UESP)

Portfolios

(Select) 20% Equity/80% Fixed Income
(Select) 70% Equity/30% Fixed Income
(Select) Age-Based Aggressive Domestic: 0-3
(Select) Age-Based Aggressive Domestic: 10-12
(Select) Age-Based Aggressive Domestic: 13-14
(Select) Age-Based Aggressive Domestic: 15
(Select) Age-Based Aggressive Domestic: 16
(Select) Age-Based Aggressive Domestic: 17
(Select) Age-Based Aggressive Domestic: 18
(Select) Age-Based Aggressive Domestic: 19+
(Select) Age-Based Aggressive Domestic: 4-6
(Select) Age-Based Aggressive Domestic: 7-9
(Select) Age-Based Aggressive Global: 0-3
(Select) Age-Based Aggressive Global: 10-12
(Select) Age-Based Aggressive Global: 13-14
(Select) Age-Based Aggressive Global: 15
(Select) Age-Based Aggressive Global: 16
(Select) Age-Based Aggressive Global: 17
(Select) Age-Based Aggressive Global: 18
(Select) Age-Based Aggressive Global: 19+
(Select) Age-Based Aggressive Global: 4-6
(Select) Age-Based Aggressive Global: 7-9
(Select) Age-Based Conservative: 0-3
(Select) Age-Based Conservative: 10-12
(Select) Age-Based Conservative: 13-14
(Select) Age-Based Conservative: 15
(Select) Age-Based Conservative: 16
(Select) Age-Based Conservative: 17
(Select) Age-Based Conservative: 18
(Select) Age-Based Conservative: 19+
(Select) Age-Based Conservative: 4-6
(Select) Age-Based Conservative: 7-9
(Select) Age-Based Customized: 0-3
(Select) Age-Based Customized: 10-12
(Select) Age-Based Customized: 13-14
(Select) Age-Based Customized: 15
(Select) Age-Based Customized: 16
(Select) Age-Based Customized: 17
(Select) Age-Based Customized: 18
(Select) Age-Based Customized: 19+ or College Enrolled
(Select) Age-Based Customized: 4-6
(Select) Age-Based Customized: 7-9
(Select) Age-Based Moderate: 0-3
(Select) Age-Based Moderate: 10-12
(Select) Age-Based Moderate: 13-14
(Select) Age-Based Moderate: 15
(Select) Age-Based Moderate: 16
(Select) Age-Based Moderate: 17
(Select) Age-Based Moderate: 18
(Select) Age-Based Moderate: 19+
(Select) Age-Based Moderate: 4-6
(Select) Age-Based Moderate: 7-9
(Select) Customized Static
(Select) Equity--10% International
(Select) Equity--100% Domestic
(Select) Equity--30% International
(Select) FDIC-Insured
(Select) Fixed Income
(Select) Public Treasurers' Inv. Fund Non-Utah Res.
(Select) Public Treasurers' Inv. Fund Utah Res.

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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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