MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) California: ScholarShare 529
Portfolios
(Select) 2026/2027 Enrollment Portfolio Active
(Select) 2026/2027 Enrollment Portfolio ESG
(Select) 2026/2027 Enrollment Portfolio Passive
(Select) 2028/2029 Enrollment Portfolio Active
(Select) 2028/2029 Enrollment Portfolio ESG
(Select) 2028/2029 Enrollment Portfolio Passive
(Select) 2030/2031 Enrollment Portfolio Active
(Select) 2030/2031 Enrollment Portfolio ESG
(Select) 2030/2031 Enrollment Portfolio Passive
(Select) 2032/2033 Enrollment Portfolio Active
(Select) 2032/2033 Enrollment Portfolio ESG
(Select) 2032/2033 Enrollment Portfolio Passive
(Select) 2034/2035 Enrollment Portfolio Active
(Select) 2034/2035 Enrollment Portfolio ESG
(Select) 2034/2035 Enrollment Portfolio Passive
(Select) 2036/2037 Enrollment Portfolio Active
(Select) 2036/2037 Enrollment Portfolio ESG
(Select) 2036/2037 Enrollment Portfolio Passive
(Select) 2038/2039 Enrollment Portfolio Active
(Select) 2038/2039 Enrollment Portfolio ESG
(Select) 2038/2039 Enrollment Portfolio Passive
(Select) 2040/2041 Enrollment Portfolio Active
(Select) 2040/2041 Enrollment Portfolio ESG
(Select) 2040/2041 Enrollment Portfolio Passive
(Select) 2042/2043 Enrollment Portfolio Active
(Select) 2042/2043 Enrollment Portfolio ESG
(Select) 2042/2043 Enrollment Portfolio Passive
(Select) Active Conservative Portfolio
(Select) Active Diversified Equity Portfolio
(Select) Active Growth Portfolio
(Select) Active International Equity Portfolio
(Select) Enrollment Year Portfolio Active
(Select) Enrollment Year Portfolio ESG
(Select) Enrollment Year Portfolio Passive
(Select) ESG Bond Portfolio
(Select) Index Bond Portfolio
(Select) Index International Equity Portfolio
(Select) Index U.S. Equity Portfolio
(Select) International Responsible Equity Portfolio (formerly ESG International Equity Portfolio)
(Select) Large Cap Responsible Equity Portfolio (formerly Social Choice Equity Portfolio)
(Select) Passive Conservative Portfolio
(Select) Passive Diversified Equity Portfolio
(Select) Passive Growth Portfolio
(Select) Principal Plus Interest 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.
