MISC

Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

(Change) North Dakota: College SAVE (Direct)

Portfolios

(Select) Aggressive Growth Portfolio
(Select) Aggressive: 06 through 10 (closed 8/20/18)
(Select) Aggressive: 11 through 12 years (Blended Growth)
(Select) Aggressive: 11 through 15 (closed 8/20/18)
(Select) Aggressive: 13 through 14 years (Moderate Growth)
(Select) Aggressive: 15 through 16 years (Blended Moderate Growth)
(Select) Aggressive: 16 through 18 (closed 8/20/18)
(Select) Aggressive: 17 through 18 years (Conservative Growth)
(Select) Aggressive: 19 or older (closed 8/20/18)
(Select) Aggressive: 19 years or older (Conservative)
(Select) Aggressive: 5 through 6 years (Aggressive)
(Select) Aggressive: 7 through 8 years (Aggressive)
(Select) Aggressive: 9 through 10 years (Growth)
(Select) Aggressive: Newborn through 4 years (Aggressive Growth)
(Select) Aggressive: Newborn through 5 (closed 8/20/18)
(Select) Conservative Growth Portfolio
(Select) Conservative: 06 through 10 (closed 8/20/18)
(Select) Conservative: 11 through 12 years (Conservative)
(Select) Conservative: 11 through 15 (closed 8/20/18)
(Select) Conservative: 13 through 14 years (Income)
(Select) Conservative: 15 through 16 years (Balanced Income)
(Select) Conservative: 16 through 18 (closed 8/20/18)
(Select) Conservative: 17 through 18 years (Conservative Income)
(Select) Conservative: 19 or older (closed 8/20/18)
(Select) Conservative: 19 years or older (Interest Accumulation)
(Select) Conservative: 5 through 6 years (Moderate Growth)
(Select) Conservative: 7 through 8 years (Blended Moderate Growth)
(Select) Conservative: 9 through 10 years (Conservative Growth)
(Select) Conservative: Newborn through 4 years (Blended Growth)
(Select) Conservative: Newborn through 5 (closed 8/20/18)
(Select) Growth Portfolio
(Select) Income Portfolio
(Select) Interest Accumulation Portfolio
(Select) Moderate Growth Portfolio
(Select) Moderate: 06 through 10 (closed 8/20/18)
(Select) Moderate: 11 through 12 years (Blended Moderate Growth)
(Select) Moderate: 11 through 15 (closed 8/20/18)
(Select) Moderate: 13 through 14 years (Conservative Growth)
(Select) Moderate: 15 through 16 years (Conservative)
(Select) Moderate: 16 through 18 (closed 8/20/18)
(Select) Moderate: 17 through 18 years (Income)
(Select) Moderate: 19 or older (closed 8/20/18)
(Select) Moderate: 19 years or older (Income)
(Select) Moderate: 5 through 6 years (Growth)
(Select) Moderate: 7 through 8 years (Blended Growth)
(Select) Moderate: 9 through 10 years (Moderate Growth)
(Select) Moderate: Newborn through 4 years (Aggressive)
(Select) Moderate: Newborn through 5 (closed 8/20/18)

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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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