MISC

Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

(Change) Tennessee: TNStars College Savings 529 Program

Portfolios

(Select) Age-Based 0-2
(Select) Age-Based 0-4 (closed 8/19/19)
(Select) Age-Based 11-12
(Select) Age-Based 11-14 (closed 8/19/19)
(Select) Age-Based 13-14
(Select) Age-Based 15-16
(Select) Age-Based 15-17 (closed 8/19/19)
(Select) Age-Based 17-18
(Select) Age-Based 18+ (closed 8/19/19)
(Select) Age-Based 19+
(Select) Age-Based 3-4
(Select) Age-Based 5-10 (closed 8/19/19)
(Select) Age-Based 5-6
(Select) Age-Based 7-8
(Select) Age-Based 9-10
(Select) TN Aggressive Growth Fund
(Select) TN Balanced Fund
(Select) TN Core Plus Bond Fund
(Select) TN Emerging Markets Stock Fund
(Select) TN High-Yield Corporate Fund
(Select) TN Interest Bearing Account
(Select) TN Real Estate Fund
(Select) TN Short-Term Corporate Fund
(Select) TN Short-Term Inflation Protected Securities Fund
(Select) TN Small Cap Fund
(Select) TN Total Bond Fund
(Select) TN Total International Bond Fund
(Select) TN Total International Stock Fund
(Select) TN Total Stock Market Fund
(Select) TN US Large Cap Value Fund
(Select) TN Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (closed 8/19/19)
(Select) TN Vanguard Intermediate-Term Treasury Fund Admiral Shares (closed 8/19/19)
(Select) TN Vanguard LifeStrategy Conservative Growth Fund (closed 8/19/19)
(Select) TN Vanguard LifeStrategy Income Fund (closed 8/19/19)

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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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