MISC

Portfolio Fee & Performance Lookup

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Texas: LoneStar 529 Plan

Portfolios

2026-2027 Portfolio
2028-2029 Portfolio
2030-2031 Portfolio
2032-2033 Portfolio
2034-2035 Portfolio
2036-2037 Portfolio
2038-2039 Portfolio
2040-2041 Portfolio
2042-2043 Portfolio
Active Bond Portfolio
Active International Portfolio
Aggressive Allocation Portfolio
Balanced Allocation Portfolio
Capital Preservation Portfolio
Commodity Portfolio
Conservative Allocation Portfolio
Diversified Equity Portfolio
Diversified Fixed Income Portfolio
Emerging Markets Portfolio
Enrolled Years Portfolio
High Yield Fixed Income Portfolio
Inflation Protection Portfolio
International Fixed Income Portfolio
Long-Term Fixed Income Portfolio
Passive Bond Portfolio
Passive International Portfolio
Real Estate Portfolio
Short-Term Fixed Income Portfolio
Small-Cap Portfolio
Socially Responsible Portfolio
U.S. Growth Portfolio
U.S. Total Stock Market
U.S. Value 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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