MISC

Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

(Change) Georgia: Path2College 529 Plan

Portfolios

(Select) 100% Fixed-Income Portfolio
(Select) 2020/2021 Aggressive Enrollment Portfolio
(Select) 2020/2021 Enrollment Portfolio
(Select) 2022/2023 Aggressive Enrollment Portfolio
(Select) 2022/2023 Enrollment Portfolio
(Select) 2024/2025 Aggressive Enrollment Portfolio
(Select) 2024/2025 Enrollment Portfolio
(Select) 2026/2027 Aggressive Enrollment Portfolio
(Select) 2026/2027 Enrollment Portfolio
(Select) 2028/2029 Aggressive Enrollment Portfolio
(Select) 2028/2029 Enrollment Portfolio
(Select) 2030/2031 Aggressive Enrollment Portfolio
(Select) 2030/2031 Enrollment Portfolio
(Select) 2032/2033 Aggressive Enrollment Portfolio
(Select) 2032/2033 Enrollment Portfolio
(Select) 2034/2035 Aggressive Enrollment Portfolio
(Select) 2034/2035 Enrollment Portfolio
(Select) 2036/2037 Aggressive Enrollment Portfolio
(Select) 2036/2037 Enrollment Portfolio
(Select) Aggressive In School Portfolio
(Select) Aggressive Managed Allocation Option: Age Band 0-4 (closed 5/8/20)
(Select) Aggressive Managed Allocation Option: Age Band 11-12 (closed 5/8/20)
(Select) Aggressive Managed Allocation Option: Age Band 13-14 (closed 5/8/20)
(Select) Aggressive Managed Allocation Option: Age Band 15 (closed 5/8/20)
(Select) Aggressive Managed Allocation Option: Age Band 16 (closed 5/8/20)
(Select) Aggressive Managed Allocation Option: Age Band 17 (closed 5/8/20)
(Select) Aggressive Managed Allocation Option: Age Band 18+ (closed 5/8/20)
(Select) Aggressive Managed Allocation Option: Age Band 5-8 (closed 5/8/20)
(Select) Aggressive Managed Allocation Option: Age Band 9-10 (closed 5/8/20)
(Select) Balanced Allocation Portfolio
(Select) Conservative Allocation Portfolio
(Select) Guaranteed Portfolio
(Select) High Equity Allocation Portfolio
(Select) In School Enrollment Portfolio
(Select) Managed Allocation Option: Age Band 0-4 (closed 5/8/20)
(Select) Managed Allocation Option: Age Band 11-12 (closed 5/8/20)
(Select) Managed Allocation Option: Age Band 13-14 (closed 5/8/20)
(Select) Managed Allocation Option: Age Band 15 (closed 5/8/20)
(Select) Managed Allocation Option: Age Band 16 (closed 5/8/20)
(Select) Managed Allocation Option: Age Band 17 (closed 5/8/20)
(Select) Managed Allocation Option: Age Band 18+ (closed 5/8/20)
(Select) Managed Allocation Option: Age Band 5-8 (closed 5/8/20)
(Select) Managed Allocation Option: Age Band 9-10 (closed 5/8/20)
(Select) Money Market Option (closed 5/8/20)
(Select) U.S. Equity Index 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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