Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

(Change) South Dakota: CollegeAccess 529 (Advisor-sold)


(Select) Age-Based 1 (Ages 0-8) (previously Age-Based 0-6)
(Select) Age-Based 2 (Ages 9-10) (previously Age-Based 7-10)
(Select) Age-Based 3 (Age 11)
(Select) Age-Based 4 (Age 12)
(Select) Age-Based 5 (Age 13) (previously Age-Based 11-14)
(Select) Age-Based 6 (Age 14)
(Select) Age-Based 7 (Age 15)
(Select) Age-Based 8 (Age 16) (previously Age-Based 15-17)
(Select) Age-Based 9 (Ages 17 and Over) (previously Age-Based 18+)
(Select) Diversified Bond
(Select) Diversified Equity
(Select) Dodge and Cox International Stock
(Select) Metropolitan West Total Return Bond
(Select) Parametric International Equity Fund
(Select) PIMCO All Asset
(Select) PIMCO Income
(Select) PIMCO Real Return
(Select) PIMCO Short Asset Investment
(Select) PIMCO StocksPLUS Absolute Return
(Select) Ultrashort Bond
(Select) Virtus Global Allocation Fund
(Select) Virtus NFJ Dividend Value Portfolio
(Select) Virtus NFJ Small-Cap Value Portfolio
(Select) Virtus Silvant Focused Growth Fund

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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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