MISC

Portfolio Fee & Performance Lookup

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Plan Selected:

Colorado: Scholars Choice Education Savings Plan

Portfolios

2026 / 2027 Enrollment Portfolio
2028 / 2029 Enrollment Portfolio
2030 / 2031 Enrollment Portfolio
2032 / 2033 Enrollment Portfolio
2034 / 2035 Enrollment Portfolio
2036 / 2037 Enrollment Portfolio
2038 / 2039 Enrollment Portfolio
2040 / 2041 Enrollment Portfolio
2042 / 2043 Enrollment Portfolio
All Equity Allocation Portfolio
Balanced Allocation Portfolio
Conservative Allocation Portfolio
DFA Emerging Markets Portfolio
Dodge & Cox Global Fixed Income Portfolio
Dodge & Cox Income Portfolio
Growth Allocation Portfolio
In School Portfolio
Nuveen Dividend Growth Portfolio
Nuveen ESG International Developed Equity Portfolio
Nuveen ESG Large Cap U.S. Equity Portfolio
Nuveen ESG U.S. Aggregate Bond Portfolio
Nuveen Large Cap U.S. Equity Index Portfolio
Nuveen Money Market Portfolio
Nuveen U.S. Small Cap Portfolio
Oakmark International Portfolio
Principal Equity Income Portfolio
Principal Mid Cap Portfolio
T. Rowe Price Large Cap Growth 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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