MISC

Portfolio Fee & Performance Lookup

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Plan Selected:

(Change) Ohio: Ohio CollegeAdvantage Direct 529 Savings Plan

Portfolios

(Select) Advantage Ages 10 to 12
(Select) Advantage Ages 13 to 16
(Select) Advantage Ages 17 and older
(Select) Advantage Ages 6 to 9
(Select) Advantage Newborn through age 5
(Select) Aggressive: Vanguard Aggressive Growth Index Portfolio (Newborn through 5)
(Select) Aggressive: Vanguard Conservative Growth Index Portfolio (16 through 18)
(Select) Aggressive: Vanguard Growth Index Portfolio (6 through 10)
(Select) Aggressive: Vanguard Income Portfolio (19 or older)
(Select) Aggressive: Vanguard Moderate Growth Index Portfolio (11 through 15)
(Select) Conservative: Vanguard Conservative Growth Index Portfolio (6 through 10)
(Select) Conservative: Vanguard Income Portfolio (11 through 15)
(Select) Conservative: Vanguard Income Portfolio (16 through 18)
(Select) Conservative: Vanguard Moderate Growth Index Portfolio (Newborn through 5)
(Select) Conservative: Vanguard Money Market (19 or older)
(Select) Dimensional Fund Advisor U.S. Investment Grade Portfolio
(Select) Dimensional Fund Advisors World ex. U.S. Core Equity Option
(Select) Moderate: Vanguard Conservative Growth Index Portfolio (11 through 15)
(Select) Moderate: Vanguard Growth Index Portfolio (Newborn through 5)
(Select) Moderate: Vanguard Income Portfolio (16 through 18)
(Select) Moderate: Vanguard Income Portfolio (19 or older)
(Select) Moderate: Vanguard Moderate Growth Index Portfolio (6 through 10)
(Select) Vanguard 500 Index Option
(Select) Vanguard Aggressive Growth Index Portfolio
(Select) Vanguard Conservative Growth Index Portfolio
(Select) Vanguard Corporate High Yield Option
(Select) Vanguard Extended Market Index Option
(Select) Vanguard Growth Index Portfolio
(Select) Vanguard Income Portfolio
(Select) Vanguard Moderate Growth Index Portfolio
(Select) Vanguard Money Market Option
(Select) Vanguard Morgan Growth Option
(Select) Vanguard Short-Term Inflation-Protected Bond Index Option
(Select) Vanguard Strategic Equity Option
(Select) Vanguard Total Bond Market Index Option
(Select) Vanguard Total International Stock Index Option
(Select) Vanguard Wellington Option
(Select) Vanguard Windsor II Option

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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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