Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

(Change) Utah: my529


(Select) 20/80 Conservative
(Select) 40/60 Moderate
(Select) 60/40 Balanced
(Select) 80/20 Aggressive
(Select) Enrolled
(Select) FDIC-Insured
(Select) Fixed Income
(Select) Global Equity 70/30 US & International
(Select) Global Equity 90/10 US & International
(Select) Stable Value
(Select) Target Enrollment 2022/23
(Select) Target Enrollment 2024/25
(Select) Target Enrollment 2026/27
(Select) Target Enrollment 2028/29
(Select) Target Enrollment 2030/31
(Select) Target Enrollment 2032/33
(Select) Target Enrollment 2034/35
(Select) Target Enrollment 2036/37
(Select) Target Enrollment 2038/39
(Select) Target Enrollment 2040/41
(Select) Target Enrollment 2042/43
(Select) Total US Stock Market

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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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