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Portfolio Fee & Performance Lookup

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(Change) Oregon: MFS 529 Savings Plan


(Select) Massachusetts Investors Growth Stock Fund
(Select) Massachusetts Investors Trust
(Select) MFS Aggressive Growth Allocation Fund
(Select) MFS Aggressive Growth Allocation Portfolio (Age 0-4)
(Select) MFS Blended Research Small Cap Equity Fund
(Select) MFS Conservative Allocation Fund
(Select) MFS Conservative Allocation Portfolio (Age 14-15)
(Select) MFS Conservative Bond Fund (Age 18+)
(Select) MFS Growth Allocation Fund
(Select) MFS Growth Allocation Portfolio (Age 5-9)
(Select) MFS High Income Fund
(Select) MFS International New Discovery Fund
(Select) MFS Lifetime Income Fund
(Select) MFS Lifetime Income Fund (Age 16-17)
(Select) MFS Limited Maturity Fund
(Select) MFS Mid Cap Growth Fund
(Select) MFS Mid Cap Value Fund
(Select) MFS Moderate Allocation Fund
(Select) MFS Moderate Allocation Portfolio (Age 10-13)
(Select) MFS New Discovery Fund
(Select) MFS Research International Fund
(Select) MFS Total Return Bond Fund
(Select) MFS Total Return Fund
(Select) MFS U.S. Government Cash Reserve Fund
(Select) MFS Value Fund

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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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