MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
New York: New York's 529 Advisor-Guided College Savings Plan
Portfolios
JP Morgan 529 Stable Asset Income Portfolio
JP Morgan 529 U.S. Sustainable Leaders Portfolio
JPMorgan 529 Age-Based 0-5 Portfolio (Beneficiary Age 0-5 Years)
JPMorgan 529 Age-Based 11-12 Portfolio (Beneficiary Age 11-12 Years)
JPMorgan 529 Age-Based 13 Portfolio (Beneficiary Age 13 Years)
JPMorgan 529 Age-Based 14 Portfolio (Beneficiary Age 14 Years)
JPMorgan 529 Age-Based 15-16 Portfolio (Beneficiary Age 15-16 Years)
JPMorgan 529 Age-Based 17 Portfolio (Beneficiary Age 17 Years)
JPMorgan 529 Age-Based 18+ Portfolio (Beneficiary Age 18 Years and Over)
JPMorgan 529 Age-Based 6-8 Portfolio (Beneficiary Age 6-8 Years)
JPMorgan 529 Age-Based 9-10 Portfolio (Beneficiary Age 9-10 Years)
JPMorgan 529 Aggressive Portfolio
JPMorgan 529 BetaBuilders U.S. Small Cap Equity ETF Portfolio
JPMorgan 529 College Portfolio
JPMorgan 529 Conservative Growth Portfolio
JPMorgan 529 Conservative Portfolio
JPMorgan 529 Core Bond Portfolio
JPMorgan 529 Core Plus Bond Portfolio
JPMorgan 529 Equity Income Portfolio
JPMorgan 529 Equity Index Portfolio
JPMorgan 529 Global Select Equity ETF Portfolio
JPMorgan 529 Growth Advantage Portfolio
JPMorgan 529 Inflation Managed Bond ETF Portfolio
JPMorgan 529 International Equity Portfolio
JPMorgan 529 Large Cap Growth Portfolio
JPMorgan 529 Mid Cap Value Portfolio
JPMorgan 529 Moderate Growth Portfolio
JPMorgan 529 Moderate Portfolio
JPMorgan 529 Realty Income Portfolio
JPMorgan 529 Short Duration Bond Portfolio
JPMorgan 529 Small Cap Equity Portfolio
State Street Investment Management 529 Aggregate Bond ETF Portfolio
State Street Investment Management 529 MSCI ACWI ex-US ETF Portfolio
State Street Investment Management 529 Portfolio Developed World ex-US ETF Portfolio
State Street Investment Management 529 Portfolio S&P 1500 Composite Stock Market ETF Portfolio
Access exclusive tools and resources for professionals only
Access our exclusive content, reports, calculators and sales leads with a Premium Subscription.
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.
