MISC

Portfolio Fee & Performance Lookup

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Plan Selected:

(Change) Illinois: Bright Directions Advisor-Guided 529 College Savings Program

Portfolios

(Select) AB Global Bond 529 Portfolio
(Select) Age-Based Aggressive: 0-2 years old
(Select) Age-Based Aggressive: 11-12 years old
(Select) Age-Based Aggressive: 13-14 years old
(Select) Age-Based Aggressive: 15-16 years old
(Select) Age-Based Aggressive: 17-18 years old
(Select) Age-Based Aggressive: 19 years and older
(Select) Age-Based Aggressive: 3-5 years old
(Select) Age-Based Aggressive: 6-8 years old
(Select) Age-Based Aggressive: 9-10 years old
(Select) Age-Based Conservative: 0-2 years old
(Select) Age-Based Conservative: 11-12 years old
(Select) Age-Based Conservative: 13-14 years old
(Select) Age-Based Conservative: 15-16 years old
(Select) Age-Based Conservative: 17-18 years old
(Select) Age-Based Conservative: 19 years and older
(Select) Age-Based Conservative: 3-5 years old
(Select) Age-Based Conservative: 6-8 years old
(Select) Age-Based Conservative: 9-10 years old
(Select) Age-Based Moderate: 0-2 years old
(Select) Age-Based Moderate: 11-12 years old
(Select) Age-Based Moderate: 13-14 years old
(Select) Age-Based Moderate: 15-16 years old
(Select) Age-Based Moderate: 17-18 years old
(Select) Age-Based Moderate: 19 years and older
(Select) Age-Based Moderate: 3-5 years old
(Select) Age-Based Moderate: 6-8 years old
(Select) Age-Based Moderate: 9-10 years old
(Select) American Beacon Garcia Hamilton Quality Bond 529 Portfolio
(Select) American Century Growth 529 Portfolio
(Select) American Century Value 529 Portfolio
(Select) Ariel 529 Portfolio
(Select) Baird Short-Term Bond 529 Portfolio
(Select) Bank Savings 529 Portfolio
(Select) BlackRock Emerging Markets 529 Portfolio
(Select) BlackRock High Yield Bond 529 Portfolio
(Select) BlackRock Inflation Protected Bond 529 Portfolio
(Select) BlackRock Mid-Cap Growth Equity 529 Portfolio
(Select) Calvert Equity 529 Portfolio
(Select) Credit Suisse Floating Rate High Income 529 Portfolio
(Select) Delaware Small Cap Core 529 Portfolio
(Select) DFA International Small Company 529 Portfolio
(Select) DFA Real Estate Securities Portfolio
(Select) Dodge & Cox International Stock 529 Portfolio
(Select) Fidelity Short-Term Bond Index 529 Portfolio
(Select) Fidelity U.S. Bond Index Portfolio
(Select) Fixed Income
(Select) Fund 10
(Select) Fund 100
(Select) Fund 20
(Select) Fund 40
(Select) Fund 60
(Select) Fund 80
(Select) Harbor Small Cap Growth Opportunities 529 Portfolio
(Select) Index Age-Based Moderate 0-2 years old
(Select) Index Age-Based Moderate 11-12 years old
(Select) Index Age-Based Moderate 13-14 years old
(Select) Index Age-Based Moderate 15-16 years old
(Select) Index Age-Based Moderate 17-18 years old
(Select) Index Age-Based Moderate 19+ years old
(Select) Index Age-Based Moderate 3-5 years old
(Select) Index Age-Based Moderate 6-8 years old
(Select) Index Age-Based Moderate 9-10 years old
(Select) Invesco Government & Agency Portfolio
(Select) Invesco Oppenheimer International Growth 529 Portfolio
(Select) iShares 0-5 Year TIPS Bond ETF 529 Portfolio
(Select) MFS Value 529 Portfolio
(Select) Northern Funds International Equity Index 529 Portfolio
(Select) Northern Funds Small Cap Index 529 Portfolio
(Select) Northern Funds Small Cap Value 529 Portfolio
(Select) Northern Funds Stock Index 529 Portfolio
(Select) Payden Emerging Markets Bond 529 Portfolio
(Select) PGIM Core Bond 529 Portfolio
(Select) Principal Global Real Estate Securities 529 Portfolio
(Select) Sit Dividend Growth 529 Portfolio
(Select) T. Rowe Price Balanced 529 Portfolio
(Select) T. Rowe Price Equity Income 529 Portfolio
(Select) T. Rowe Price Extended Equity Market Index 529 Portfolio
(Select) T. Rowe Price Large-Cap Growth 529 Portfolio
(Select) Vanguard FTSE Developed Markets ETF 529 Portfolio
(Select) Vanguard FTSE Emerging Markets ETF 529 Portfolio
(Select) Vanguard Global ex-U.S. Real Estate ETF 529 Portfolio
(Select) Vanguard Mega Cap ETF 529 Portfolio
(Select) Vanguard Mega Cap Growth ETF 529 Portfolio
(Select) Vanguard Mega Cap Value ETF 529 Portfolio
(Select) Vanguard Mid-Cap ETF 529 Portfolio
(Select) Vanguard Mid-Cap Growth ETF 529 Portfolio
(Select) Vanguard Mid-Cap Value ETF 529 Portfolio
(Select) Vanguard REIT ETF 529 Portfolio
(Select) Vanguard Short-Term Bond ETF 529 Portfolio
(Select) Vanguard Small-Cap ETF 529 Portfolio
(Select) Vanguard Small-Cap Growth ETF 529 Portfolio
(Select) Vanguard Small-Cap Value ETF 529 Portfolio
(Select) Vanguard Total Bond Market ETF 529 Portfolio
(Select) Virtus Duff & Phelps Global Infrastructure Fund

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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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