Portfolio Fee & Performance Lookup

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(Change) Texas: LoneStar 529 Plan


(Select) 100% Equity Portfolio (closed 3/2/22)
(Select) 2022-2023 Portfolio
(Select) 2024-2025 Portfolio
(Select) 2026-2027 Portfolio
(Select) 2028-2029 Portfolio
(Select) 2030-2031 Portfolio
(Select) 2032-2033 Portfolio
(Select) 2034-2035 Portfolio
(Select) 2036-2037 Portfolio
(Select) 2038-2039 Portfolio
(Select) Active Bond Portfolio
(Select) Active International Portfolio
(Select) Age Based 0-6 Years Portfolio (closed 3/2/22)
(Select) Age Based 10-11 Years Portfolio (closed 3/2/22)
(Select) Age Based 12-14 Years Portfolio (closed 3/2/22)
(Select) Age Based 15-17 Years Portfolio (closed 3/2/22)
(Select) Age Based 18 Years and Over Portfolio (closed 3/2/22)
(Select) Age Based 7-9 Years Portfolio (closed 3/2/22)
(Select) Aggressive Allocation Portfolio
(Select) All Cap Active Portfolio (closed 3/2/22)
(Select) Balanced Allocation Portfolio
(Select) Balanced Portfolio (closed 3/2/22)
(Select) Capital Preservation Portfolio
(Select) Commodity Portfolio
(Select) Conservative Allocation Portfolio
(Select) Diversified Equity Portfolio
(Select) Diversified Fixed Income Portfolio
(Select) Emerging Markets Portfolio
(Select) Enrolled Years Portfolio
(Select) Fixed Income Portfolio (closed 3/2/22)
(Select) High Yield Fixed Income Portfolio
(Select) Inflation Protected Bond Portfolio (closed 3/2/22)
(Select) Inflation Protection Portfolio
(Select) International Fixed Income Portfolio
(Select) Large Cap Growth Portfolio (closed 3/2/22)
(Select) Large Cap Passive Portfolio (closed 3/2/22)
(Select) Large Cap Value Portfolio (closed 3/2/22)
(Select) Long-Term Fixed Income Portfolio
(Select) Non-U.S. Equity Portfolio (closed 3/2/22)
(Select) Passive Bond Portfolio
(Select) Passive International Portfolio
(Select) Real Estate Portfolio
(Select) Short-Term Fixed Income Portfolio
(Select) Small Cap Portfolio (closed 3/2/22)
(Select) Small-Cap Portfolio
(Select) Socially Responsible Portfolio
(Select) Socially Responsible Portfolio (closed 3/2/22)
(Select) U.S. Government Money Market Portfolio (closed 3/2/22)
(Select) U.S. Growth Portfolio
(Select) U.S. Total Stock Market
(Select) U.S. Value Portfolio

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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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