MISC

Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

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

Portfolios

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

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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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