MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
North Carolina: NC 529 Plan
Portfolios
Federally Insured Deposit Account
Vanguard Aggressive Growth Portfolio
Vanguard Aggressive Track (0-4) (Aggressive Growth)
Vanguard Aggressive Track (11-12) (62.5% Stock/37.5% Bond)
Vanguard Aggressive Track (13-14) (Moderate Growth)
Vanguard Aggressive Track (15-16) (37.5% Stock/62.5% Bond)
Vanguard Aggressive Track (17-18) (Conservative Growth)
Vanguard Aggressive Track (19 or older) (12.5% Stock/87.5% Bond)
Vanguard Aggressive Track (5-6) (87.5% Stock/12.5% Bond)
Vanguard Aggressive Track (7-8) (87.5% Stock/12.5% Bond)
Vanguard Aggressive Track (9-10) (Growth)
Vanguard Conservative Growth Portfolio
Vanguard Conservative Track (0-4) (62.5% Stock/37.5% Bond)
Vanguard Conservative Track (11-12) (12.5% Stock/87.5% Bond)
Vanguard Conservative Track (13-14) (Income)
Vanguard Conservative Track (15-16) (50% Bond/50% Short-Term Reserves)
Vanguard Conservative Track (17-18) (25% Bond/75% Short-Term Reserves)
Vanguard Conservative Track (19 or older) (Interest Accumulation)
Vanguard Conservative Track (5-6) (Moderate Growth)
Vanguard Conservative Track (7-8) (37.5% Stock/62.5% Bond)
Vanguard Conservative Track (9-10) (Conservative Growth)
Vanguard Growth Portfolio
Vanguard Income Portfolio
Vanguard Interest Accumulation Portfolio
Vanguard Moderate Growth Portfolio
Vanguard Moderate Track (0-4) (87.5% Stock/12.5% Bond)
Vanguard Moderate Track (11-12) (37.5% Stock/62.5% Bond)
Vanguard Moderate Track (13-14) (Conservative Growth)
Vanguard Moderate Track (15-16) (12.5% Stock/87.5% Bond)
Vanguard Moderate Track (17-18) (Income)
Vanguard Moderate Track (19 or older) (Income)
Vanguard Moderate Track (5-6) (Growth)
Vanguard Moderate Track (7-8) (62.5% Stock/37.5% Bond)
Vanguard Moderate Track (9-10) (Moderate Growth)
Vanguard Total Bond Market Index Portfolio
Vanguard Total International Stock Index Portfolio
Vanguard Total Stock Market Index 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.
