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Portfolio Fee & Performance Lookup

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(Change) Ohio: Ohio’s 529 Plan, CollegeAdvantage

Portfolios

(Select) 2020 Portfolio
(Select) 2022 Portfolio
(Select) 2024 Portfolio
(Select) 2026 Portfolio
(Select) 2028 Portfolio
(Select) 2030 Portfolio
(Select) 2032 Portfolio
(Select) 2034 Portfolio
(Select) 2036 Portfolio
(Select) 2038 Portfolio
(Select) Aggressive: Vanguard Aggressive Growth Index Portfolio (Newborn through 4)
(Select) Aggressive: Vanguard Blended Aggressive Growth Portfolio (5-6)
(Select) Aggressive: Vanguard Blended Aggressive Growth Portfolio (7-8)
(Select) Aggressive: Vanguard Blended Conservative Portfolio (19+)
(Select) Aggressive: Vanguard Blended Growth Portfolio (11-12)
(Select) Aggressive: Vanguard Blended Moderate Growth Portfolio (15-16)
(Select) Aggressive: Vanguard Conservative Growth Portfolio (17-18)
(Select) Aggressive: Vanguard Growth Portfolio (9-10)
(Select) Aggressive: Vanguard Moderate Growth Portfolio (13-14)
(Select) Conservative: Vanguard Blended Conservative Income Portfolio (17-18)
(Select) Conservative: Vanguard Blended Conservative Portfolio (11-12)
(Select) Conservative: Vanguard Blended Growth Portfolio (Newborn through 4)
(Select) Conservative: Vanguard Blended Income Portfolio (15-16)
(Select) Conservative: Vanguard Blended Moderate Growth Portfolio (7-8)
(Select) Conservative: Vanguard Conservative Growth Portfolio (9-10)
(Select) Conservative: Vanguard Income Portfolio (13-14)
(Select) Conservative: Vanguard Moderate Growth Portfolio (5-6)
(Select) Conservative: Vanguard Money Market Portfolio (19+)
(Select) Dimensional Fund Advisor U.S. Investment Grade Portfolio
(Select) Dimensional Fund Advisors World ex. U.S. Core Equity Option
(Select) Graduate Portfolio
(Select) Moderate: Vanguard Blended Aggressive Growth Portfolio (0-4)
(Select) Moderate: Vanguard Blended Conservative Portfolio (15-16)
(Select) Moderate: Vanguard Blended Growth Portfolio (7-8)
(Select) Moderate: Vanguard Blended Moderate Growth Portfolio (11-12)
(Select) Moderate: Vanguard Conservative Growth Portfolio (13-14)
(Select) Moderate: Vanguard Growth Portfolio (5-6)
(Select) Moderate: Vanguard Income Portfolio (17-18)
(Select) Moderate: Vanguard Income Portfolio (19+)
(Select) Moderate: Vanguard Moderate Growth Portfolio (9-10)
(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 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 U.S. Growth Option
(Select) Vanguard Wellington Option
(Select) Vanguard Windsor II Option

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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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