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Portfolio Fee & Performance Lookup

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(Change) California: ScholarShare 529

Portfolios

(Select) 2020/2021 Enrollment Portfolio Active
(Select) 2020/2021 Enrollment Portfolio Passive
(Select) 2022/2023 Enrollment Portfolio Active
(Select) 2022/2023 Enrollment Portfolio Passive
(Select) 2024/2025 Enrollment Portfolio Active
(Select) 2024/2025 Enrollment Portfolio Passive
(Select) 2026/2027 Enrollment Portfolio Active
(Select) 2026/2027 Enrollment Portfolio Passive
(Select) 2028/2029 Enrollment Portfolio Active
(Select) 2028/2029 Enrollment Portfolio Passive
(Select) 2030/2031 Enrollment Portfolio Active
(Select) 2030/2031 Enrollment Portfolio Passive
(Select) 2032/2033 Enrollment Portfolio Active
(Select) 2032/2033 Enrollment Portfolio Passive
(Select) 2034/2035 Enrollment Portfolio Active
(Select) 2034/2035 Enrollment Portfolio Passive
(Select) 2036/2037 Enrollment Portfolio Active
(Select) 2036/2037 Enrollment Year Portfolio Passive
(Select) Active Conservative Investment Portfolio
(Select) Active Diversified Equity Investment Portfolio
(Select) Active Diversified Fixed Income Investment Portfolio
(Select) Active Growth Investment Portfolio
(Select) Active International Equity Investment Portfolio
(Select) Active Moderate Growth Investment Portfolio
(Select) Enrollment Year Portfolio Active
(Select) Enrollment Year Portfolio Passive
(Select) Index Bond Investment Portfolio
(Select) Index International Equity Investment Portfolio
(Select) Index U.S. Equity Investment Portfolio
(Select) Index U.S. Large Cap Equity Investment Portfolio
(Select) Passive Conservative Investment Portfolio
(Select) Passive Diversified Equity Investment Portfolio
(Select) Passive Diversified Fixed Income Investment Portfolio
(Select) Passive Growth Investment Portfolio
(Select) Passive Moderate Growth Investment Portfolio
(Select) Principal Plus Interest Investment Portfolio
(Select) Social Choice 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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