MISC

Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

(Change) Alabama: CollegeCounts 529 Fund Advisor Plan

Portfolios

(Select) Age-Based Aggressive: Ages 0-2
(Select) Age-Based Aggressive: Ages 11-12
(Select) Age-Based Aggressive: Ages 13-14
(Select) Age-Based Aggressive: Ages 15-16
(Select) Age-Based Aggressive: Ages 17-18
(Select) Age-Based Aggressive: Ages 19+
(Select) Age-Based Aggressive: Ages 3-5
(Select) Age-Based Aggressive: Ages 6-8
(Select) Age-Based Aggressive: Ages 9-10
(Select) Age-Based Conservative: Ages 0-2
(Select) Age-Based Conservative: Ages 11-12
(Select) Age-Based Conservative: Ages 13-14
(Select) Age-Based Conservative: Ages 15-16
(Select) Age-Based Conservative: Ages 17-18
(Select) Age-Based Conservative: Ages 19+
(Select) Age-Based Conservative: Ages 3-5
(Select) Age-Based Conservative: Ages 6-8
(Select) Age-Based Conservative: Ages 9-10
(Select) Age-Based Moderate: Ages 0-2
(Select) Age-Based Moderate: Ages 11-12
(Select) Age-Based Moderate: Ages 13-14
(Select) Age-Based Moderate: Ages 15-16
(Select) Age-Based Moderate: Ages 17-18
(Select) Age-Based Moderate: Ages 19+
(Select) Age-Based Moderate: Ages 3-5
(Select) Age-Based Moderate: Ages 6-8
(Select) Age-Based Moderate: Ages 9-10
(Select) American Century Equity Growth 529 Portfolio
(Select) American Century Short Duration Inflation Protection Bond 529 Portfolio
(Select) BlackRock Inflation Protected Bond 529 Portfolio
(Select) Cohen & Steers Dividend Value 529 Portfolio
(Select) Credit Suisse Commodity Return Strategy 529 Portfolio
(Select) DFA International Small Company 529 Portfolio
(Select) Fidelity Advisor Investment Grade Bond 529 Portfolio
(Select) Lazard Emerging Markets Equity 529 Portfolio
(Select) MainStay Total Return Bond 529 Portfolio
(Select) Neuberger Berman International Select 529 Portfolio
(Select) Northern Funds Bond Index 529 Portfolio
(Select) Northern Funds International Equity Index 529 Portfolio
(Select) Northern Funds Mid Cap Index 529 Portfolio
(Select) Northern Funds Small Cap Index 529 Portfolio
(Select) Northern Funds Stock Index 529 Portfolio
(Select) PIMCO Short-Term 529 Portfolio
(Select) State Street U.S. Government Money Market 529 Portfolio
(Select) T. Rowe Price Balanced 529 Portfolio
(Select) T. Rowe Price Institutional Large-Cap Growth 529 Portfolio
(Select) T. Rowe Price QM U.S. Small-Cap Growth Equity Fund
(Select) T. Rowe Price Real Estate 529 Portfolio
(Select) Target Fixed Income Fund
(Select) Target Fund 100
(Select) Target Fund 20
(Select) Target Fund 40
(Select) Target Fund 60
(Select) Target Fund 80
(Select) Templeton International Bond 529 Portfolio
(Select) Touchstone High Yield 529 Portfolio
(Select) Voya Global Real Estate 529 Portfolio
(Select) William Blair Small Cap Value 529 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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