MISC

Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

(Change) New Mexico: The Education Plan's College Savings Program

Portfolios

(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 30
(Select) Age Based Portfolio 40
(Select) Age Based Portfolio 5
(Select) Age Based Portfolio 50
(Select) Age Based Portfolio 60
(Select) Age Based Portfolio 70
(Select) Age Based Portfolio 80
(Select) Age Based Portfolio 90
(Select) Blended Balanced Age-Based (11-12) (Age Based 20)
(Select) Blended Balanced Age-Based (13-14) (Age Based 10)
(Select) Blended Balanced Age-Based (15-16) (Age Based 5)
(Select) Blended Balanced Age-Based (17+) (Low Duration Fixed Income Portfolio)
(Select) Blended Balanced Age-Based (Ages 0-2) (Age Based 70)
(Select) Blended Balanced Age-Based (Ages 3-4) (Age Based 60)
(Select) Blended Balanced Age-Based (Ages 5-6) (Age Based 50)
(Select) Blended Balanced Age-Based (Ages 7-8) (Age Based 40)
(Select) Blended Balanced Age-Based (Ages 9-10) (Age Based 30
(Select) Blended Growth Age-Based (Ages 0-2) (Age Based 100)
(Select) Blended Growth Age-Based (Ages 11-12) (Age Based 50)
(Select) Blended Growth Age-Based (Ages 13-14) (Age Based 40)
(Select) Blended Growth Age-Based (Ages 15-16) (Age Based 30)
(Select) Blended Growth Age-Based (Ages 17-18) (Age Based 20)
(Select) Blended Growth Age-Based (Ages 19+) (Age Based 10)
(Select) Blended Growth Age-Based (Ages 3-4) (Age Based 90)
(Select) Blended Growth Age-Based (Ages 5-6) (Age Based 80)
(Select) Blended Growth Age-Based (Ages 7-8) (Age Based 70)
(Select) Blended Growth Age-Based (Ages 9-10) (Age Based 60)
(Select) Custom Choice Fixed Income Portfolio
(Select) Custom Choice Index Fixed Income Portfolio
(Select) Custom Choice Index Low Duration Fixed Income Portfolio
(Select) Custom Choice Index Portfolio 10 (formerly School Years Index Portfolio)
(Select) Custom Choice Index Portfolio 100 (formerly Aggressive Index Portfolio)
(Select) Custom Choice Index Portfolio 20 (formerly Ultra Conservative Index Portfolio)
(Select) Custom Choice Index Portfolio 30
(Select) Custom Choice Index Portfolio 40 (formerly Conservative Index Portfolio)
(Select) Custom Choice Index Portfolio 5
(Select) Custom Choice Index Portfolio 50
(Select) Custom Choice Index Portfolio 60 (formerly Moderate Index Portfolio)
(Select) Custom Choice Index Portfolio 70
(Select) Custom Choice Index Portfolio 80 (formerly Moderately Aggressive Index Portfolio)
(Select) Custom Choice Index Portfolio 90
(Select) Custom Choice Low Duration Fixed Income Portfolio
(Select) Custom Choice Portfolio 10 (formerly School Years Portfolio)
(Select) Custom Choice Portfolio 100 (formerly Aggressive Portfolio)
(Select) Custom Choice Portfolio 20 (formerly Ultra Conservative Portfolio)
(Select) Custom Choice Portfolio 30
(Select) Custom Choice Portfolio 40 (formerly Conservative Portfolio)
(Select) Custom Choice Portfolio 5
(Select) Custom Choice Portfolio 50
(Select) Custom Choice Portfolio 60 (formerly Moderate Portfolio)
(Select) Custom Choice Portfolio 70
(Select) Custom Choice Portfolio 80 (formerly Moderately Aggressive Portfolio)
(Select) Custom Choice Portfolio 90
(Select) Custom Choice Short Term Yield Portfolio
(Select) Index Age Based Low Duration Fixed Income Portfolio
(Select) Index Age Based Portfolio 10
(Select) Index Age Based Portfolio 100
(Select) Index Age Based Portfolio 20
(Select) Index Age Based Portfolio 30
(Select) Index Age Based Portfolio 40
(Select) Index Age Based Portfolio 5
(Select) Index Age Based Portfolio 50
(Select) Index Age Based Portfolio 60
(Select) Index Age Based Portfolio 70
(Select) Index Age Based Portfolio 80
(Select) Index Age Based Portfolio 90
(Select) Index Balanced Age-Based (Ages 0-2) (Index Age-Based 70)
(Select) Index Balanced Age-Based (Ages 11-12) (Index Age-Based 20)
(Select) Index Balanced Age-Based (Ages 13-14) (Index Age-Based 10)
(Select) Index Balanced Age-Based (Ages 15-16) (Index Age-Based 5)
(Select) Index Balanced Age-Based (Ages 17+) (Low Duration Fixed Income Portfolio)
(Select) Index Balanced Age-Based (Ages 3-4) (Index Age-Based 60)
(Select) Index Balanced Age-Based (Ages 5-6) (Index Age-Based 50)
(Select) Index Balanced Age-Based (Ages 7-8) (Index Age-Based 40)
(Select) Index Balanced Age-Based (Ages 9-10) (Index Age-Based 30)
(Select) Index Growth Age-Based (Ages 0-2) (Index Age-Based 100)
(Select) Index Growth Age-Based (Ages 11-12) (Index Age-Based 50)
(Select) Index Growth Age-Based (Ages 13-14) (Index Age-Based 40)
(Select) Index Growth Age-Based (Ages 15-16) (Index Age-Based 30)
(Select) Index Growth Age-Based (Ages 17-18) (Index Age-Based 20)
(Select) Index Growth Age-Based (Ages 19+) (Index Age-Based 10)
(Select) Index Growth Age-Based (Ages 3-4) (Index Age-Based 90)
(Select) Index Growth Age-Based (Ages 5-6) (Index Age-Based 80)
(Select) Index Growth Age-Based (Ages 7-8) (Index Age-Based 70)
(Select) Index Growth Age-Based (Ages 9-10) (Index Age-Based 60)

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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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