MISC

Portfolio Fee & Performance Lookup

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Plan Selected:

(Change) New Mexico: Scholar's Edge

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 Fixed Income)
(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) American Century Diversified Bond Portfolio
(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) Capital Income Portfolio
(Select) Capital Preservation Portfolio
(Select) Developing Markets Portfolio
(Select) Discovery Portfolio
(Select) Dividend Opportunity Portfolio
(Select) Dreyfus Research Growth Portfolio
(Select) Fixed Income Portfolio
(Select) Global Opportunities Portfolio
(Select) Global Portfolio
(Select) Global Strategic Income Portfolio
(Select) Global Value Portfolio
(Select) Gold & Special Minerals 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) Institutional Government Money Market Portfolio
(Select) International Bond Portfolio
(Select) International Diversified Portfolio
(Select) International Growth Portfolio
(Select) International Small-Mid Company Portfolio
(Select) Limited Term Bond Portfolio
(Select) Limited Term Government Portfolio
(Select) Low Duration Fixed Income Portfolio
(Select) Main Street Mid-Cap Portfolio
(Select) Main Street Portfolio
(Select) Main Street Small Cap Portfolio
(Select) MainStay High Yield Corporate Bond Portfolio
(Select) Monetta Young Investor Portfolio
(Select) Portfolio 10 (formerly School Years Portfolio)
(Select) Portfolio 100 (formerly Aggressive Portfolio)
(Select) Portfolio 20 (formerly Ultra Conservative Portfolio)
(Select) Portfolio 40 (formerly Conservative Portfolio)
(Select) Portfolio 60 (formerly Moderate Portfolio)
(Select) Portfolio 80 (formerly Moderately Aggressive Portfolio)
(Select) Real Estate Portfolio
(Select) Senior Floating Rate Portfolio
(Select) Value 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 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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