Portfolio Fee & Performance Lookup

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Plan Selected:

(Change) Maine: NextGen 529 -- Client Direct Series


(Select) BlackRock 100% Equity Portfolio
(Select) BlackRock 2024 Enrollment Portfolio
(Select) BlackRock 2025 Enrollment Portfolio
(Select) BlackRock 2026 Enrollment Portfolio
(Select) BlackRock 2027 Enrollment Portfolio
(Select) BlackRock 2029 Enrollment Portfolio
(Select) BlackRock 2033 Enrollment Portfolio
(Select) BlackRock 2035 Enrollment Portfolio
(Select) BlackRock 2038 Enrollment Portfolio
(Select) BlackRock 2041 Enrollment Portfolio
(Select) BlackRock Balanced Portfolio
(Select) BlackRock Enrolled Portfolio
(Select) BlackRock Equity Index Portfolio
(Select) BlackRock Fixed Income Portfolio
(Select) iShares 2024 Enrollment Portfolio
(Select) iShares 2025 Enrollment Portfolio
(Select) iShares 2026 Enrollment Portfolio
(Select) iShares 2027 Enrollment Portfolio
(Select) iShares 2029 Enrollment Portfolio
(Select) iShares 2033 Enrollment Portfolio
(Select) iShares 2035 Enrollment Portfolio
(Select) iShares 2038 Enrollment Portfolio
(Select) iShares 2041 Enrollment Portfolio
(Select) iShares Balanced Portfolio
(Select) iShares Diversified Equity Portfolio (ETF)
(Select) iShares Diversified Fixed Income Portfolio (ETF)
(Select) iShares Enrolled Portfolio
(Select) iShares ESG Aware MSCI EAFE Portfolio
(Select) iShares ESG Aware MSCI EM Portfolio
(Select) iShares ESG Aware U.S. Aggregate Bond Portfolio
(Select) iShares MSCI USA ESG Select Portfolio
(Select) NextGen Savings Portfolio
(Select) Principal Plus Portfolio

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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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