MISC

Portfolio Fee & Performance Lookup

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Plan Selected:

(Change) Connecticut: CHET Advisor 529 College Savings Program

Portfolios

(Select) Balanced Income 529 Portfolio
(Select) CHET Advisor Age-Based Portfolio 0-3
(Select) CHET Advisor Age-Based Portfolio 10-11
(Select) CHET Advisor Age-Based Portfolio 12-13
(Select) CHET Advisor Age-Based Portfolio 14-15
(Select) CHET Advisor Age-Based Portfolio 16
(Select) CHET Advisor Age-Based Portfolio 17
(Select) CHET Advisor Age-Based Portfolio 18+
(Select) CHET Advisor Age-Based Portfolio 4-6
(Select) CHET Advisor Age-Based Portfolio 7-9
(Select) CHET Advisor Aggressive Growth Portfolio
(Select) CHET Advisor Balanced Portfolio
(Select) CHET Advisor Conservative Portfolio
(Select) CHET Advisor Growth Portfolio
(Select) CHET Advisor Stable Value Portfolio
(Select) Core Equity 529 Portfolio
(Select) CT 529 Aggressive Growth Portfolio
(Select) CT 529 Asset Manager 60% Portfolio
(Select) CT 529 College Portfolio
(Select) CT 529 Diversified International Portfolio
(Select) CT 529 Dividend Growth Portfolio
(Select) CT 529 Equity Growth Portfolio
(Select) CT 529 Equity Income Portfolio
(Select) CT 529 Growth Opportunities Portfolio
(Select) CT 529 High Income Portfolio
(Select) CT 529 Inflation-Protected Bond Portfolio
(Select) CT 529 Limited Term Bond Portfolio
(Select) CT 529 Moderate Growth Portfolio
(Select) CT 529 New Insights Portfolio
(Select) CT 529 Portfolio 2022
(Select) CT 529 Portfolio 2025
(Select) CT 529 Portfolio 2028
(Select) CT 529 Portfolio 2031
(Select) CT 529 Portfolio 2034
(Select) CT 529 Portfolio 2037
(Select) CT 529 Portfolio 2039
(Select) CT 529 Small Cap Portfolio
(Select) CT 529 Stable Value Portfolio
(Select) CT 529 Stock Selector Mid Cap Portfolio
(Select) CT 529 Strategic Dividend & Income Portfolio
(Select) CT 529 Strategic Income Portfolio
(Select) CT 529 Total Bond Portfolio
(Select) CT 529 Value Strategies Portfolio
(Select) Dividend and Growth 529 Portfolio
(Select) Equity Income 529 Portfolio
(Select) Growth Opportunities 529 Portfolio
(Select) Inflation Plus 529 Portfolio
(Select) International Opportunities 529 Portfolio
(Select) Midcap 529 Portfolio
(Select) Small Cap Growth 529 Portfolio
(Select) Total Return Bond 529 Portfolio
(Select) World Bond 529 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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