MISC

Portfolio Fee & Performance Lookup

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Plan Selected:

(Change) North Carolina: NC 529 Plan

Portfolios

(Select) Federally Insured Deposit Account
(Select) Vanguard Aggressive Growth Portfolio
(Select) Vanguard Aggressive Track (0-4) (Aggressive Growth)
(Select) Vanguard Aggressive Track (11-12) (62.5% Stock/37.5% Bond)
(Select) Vanguard Aggressive Track (13-14) (Moderate Growth)
(Select) Vanguard Aggressive Track (15-16) (37.5% Stock/62.5% Bond)
(Select) Vanguard Aggressive Track (17-18) (Conservative Growth)
(Select) Vanguard Aggressive Track (19 or older) (12.5% Stock/87.5% Bond)
(Select) Vanguard Aggressive Track (5-6) (87.5% Stock/12.5% Bond)
(Select) Vanguard Aggressive Track (7-8) (87.5% Stock/12.5% Bond)
(Select) Vanguard Aggressive Track (9-10) (Growth)
(Select) Vanguard Conservative Growth Portfolio
(Select) Vanguard Conservative Track (0-4) (62.5% Stock/37.5% Bond)
(Select) Vanguard Conservative Track (11-12) (12.5% Stock/87.5% Bond)
(Select) Vanguard Conservative Track (13-14) (Income)
(Select) Vanguard Conservative Track (15-16) (50% Bond/50% Short-Term Reserves)
(Select) Vanguard Conservative Track (17-18) (25% Bond/75% Short-Term Reserves)
(Select) Vanguard Conservative Track (19 or older) (Interest Accumulation)
(Select) Vanguard Conservative Track (5-6) (Moderate Growth)
(Select) Vanguard Conservative Track (7-8) (37.5% Stock/62.5% Bond)
(Select) Vanguard Conservative Track (9-10) (Conservative Growth)
(Select) Vanguard Growth Portfolio
(Select) Vanguard Income Portfolio
(Select) Vanguard Interest Accumulation Portfolio
(Select) Vanguard Moderate Growth Portfolio
(Select) Vanguard Moderate Track (0-4) (87.5% Stock/12.5% Bond)
(Select) Vanguard Moderate Track (11-12) (37.5% Stock/62.5% Bond)
(Select) Vanguard Moderate Track (13-14) (Conservative Growth)
(Select) Vanguard Moderate Track (15-16) (12.5% Stock/87.5% Bond)
(Select) Vanguard Moderate Track (17-18) (Income)
(Select) Vanguard Moderate Track (19 or older) (Income)
(Select) Vanguard Moderate Track (5-6) (Growth)
(Select) Vanguard Moderate Track (7-8) (62.5% Stock/37.5% Bond)
(Select) Vanguard Moderate Track (9-10) (Moderate Growth)
(Select) Vanguard Total Bond Market Index Portfolio
(Select) Vanguard Total International Stock Index Portfolio
(Select) 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.

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