Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

(Change) California: ScholarShare 529


(Select) 2024/2025 Enrollment Portfolio Active
(Select) 2024/2025 Enrollment Portfolio ESG
(Select) 2024/2025 Enrollment Portfolio Passive
(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) Active Conservative Investment Portfolio
(Select) Active Diversified Equity Investment Portfolio
(Select) Active Growth Investment Portfolio
(Select) Active International Equity Investment Portfolio
(Select) Enrollment Year Portfolio Active
(Select) Enrollment Year Portfolio ESG
(Select) Enrollment Year Portfolio Passive
(Select) ESG Bond Portfolio
(Select) Index Bond Investment Portfolio
(Select) Index International Equity Investment Portfolio
(Select) Index U.S. Equity Investment 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 Investment Portfolio
(Select) Passive Diversified Equity Investment Portfolio
(Select) Passive Growth Investment Portfolio
(Select) Principal Plus Interest Investment 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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