Portfolio Fee & Performance Lookup

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(Change) South Carolina: Future Scholar 529 College Savings Plan (Advisor-sold)


(Select) Aggressive 0-3 Years (Aggressive Growth)
(Select) Aggressive 10-11 Years (Moderate)
(Select) Aggressive 12-13 Years (40% Equity)
(Select) Aggressive 14-15 Years (Moderately Conservative)
(Select) Aggressive 16-17 Years (20% Equity)
(Select) Aggressive 18 Years and over (Conservative)
(Select) Aggressive 4-5 Years (Growth)
(Select) Aggressive 6-7 Years (70% Equity)
(Select) Aggressive 8-9 Years (Moderate Growth)
(Select) American Century Mid Cap Value 529 Portfolio
(Select) Carillon ClariVest Capital Appreciation 529 Portfolio
(Select) Clearbridge Large Cap Growth 529 Portfolio
(Select) Clearbridge Small Cap 529 Portfolio
(Select) Columbia Aggressive Growth 529 Portfolio
(Select) Columbia Bank Deposit 529 Portfolio
(Select) Columbia College 529 Portfolio
(Select) Columbia Conservative 529 Portfolio
(Select) Columbia Contrarian Core 529 Portfolio
(Select) Columbia Dividend Income 529 Portfolio
(Select) Columbia Emerging Markets 529 Portfolio
(Select) Columbia Growth 529 Portfolio
(Select) Columbia Income Opportunities 529 Portfolio
(Select) Columbia Legacy Capital Preservation 529 Portfolio
(Select) Columbia Moderate 529 Portfolio
(Select) Columbia Moderate Growth 529 Portfolio
(Select) Columbia Moderately Conservative 529 Portfolio
(Select) Columbia Quality Income 529 Portfolio
(Select) Columbia Select Large Cap Growth 529 Portfolio
(Select) Columbia Short Term Bond 529 Portfolio
(Select) Columbia Total Return Bond 529 Portfolio
(Select) Conservative 0-3 Years (70% Equity)
(Select) Conservative 10-11 Years (Moderately Conservative)
(Select) Conservative 12-13 Years (20% Equity)
(Select) Conservative 14-15 Years (Conservative)
(Select) Conservative 16 Years and over (College)
(Select) Conservative 4-5 Years (Moderate Growth)
(Select) Conservative 6-7 Years (Moderate)
(Select) Conservative 8-9 Years (40% Equity)
(Select) DFA International Core Equity 529 Portfolio
(Select) FA Strategic Income 529 Portfolio
(Select) Janus Henderson Enterprise 529 Portfolio
(Select) JP Morgan Core Bond 529 Portfolio
(Select) MFS Value 529 Portfolio
(Select) Moderate 0-3 Years (Growth)
(Select) Moderate 10-11 Years (40% Equity)
(Select) Moderate 12-13 Years (Moderately Conservative)
(Select) Moderate 14-15 Years (20% Equity)
(Select) Moderate 16-17 Years (Conservative)
(Select) Moderate 18 Years and over (College)
(Select) Moderate 4-5 Years (70% Equity)
(Select) Moderate 6-7 Years (Moderate Growth)
(Select) Moderate 8-9 Years (Moderate)
(Select) PGIM Global Return USD Hedged 529 Portfolio
(Select) Principal Real Estate Securities 529 Portfolio
(Select) TIPS Bond ETF 529 Portfolio
(Select) US Large Cap Core ETF 529 Portfolio
(Select) US Multi Cap Core ETF 529 Portfolio
(Select) US Small Cap Core ETF 529 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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