MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
South Carolina: Future Scholar 529 College Savings Plan (Direct-sold)
Portfolios
Aggressive 0-3 Years (Aggressive Growth)
Aggressive 10-11 Years (Moderate)
Aggressive 12-13 Years (40% Equity)
Aggressive 14-15 Years (Moderately Conservative)
Aggressive 16-17 Years (20% Equity)
Aggressive 18 Years and over (Conservative)
Aggressive 4-5 Years (Growth)
Aggressive 6-7 Years (70% Equity)
Aggressive 8-9 Years (Moderate Growth)
Conservative 0-3 Years (70% Equity)
Conservative 10-11 Years (Moderately Conservative)
Conservative 12-13 Years (20% Equity)
Conservative 14-15 Years (Conservative)
Conservative 16 Years and over (College)
Conservative 4-5 Years (Moderate Growth)
Conservative 6-7 Years (Moderate)
Conservative 8-9 Years (40% Equity)
Future Scholar Aggressive Growth Portfolio
Future Scholar Bank Deposit Portfolio
Future Scholar Bond Index Portfolio
Future Scholar College Portfolio
Future Scholar Conservative Portfolio
Future Scholar Growth Portfolio
Future Scholar International Equity Index Portfolio
Future Scholar Large Cap Index Portfolio
Future Scholar Legacy Capital Preservation Portfolio
Future Scholar Mid Cap Index Portfolio
Future Scholar Moderate Growth Portfolio
Future Scholar Moderate Portfolio
Future Scholar Moderately Conservative Portfolio
Future Scholar Short Term Bond Index Portfolio
Future Scholar Small Cap Index Portfolio
Future Scholar TIPS Bond ETF Portfolio
Future Scholar Ultra Short Term Bond Portfolio
Moderate 0-3 Years (Growth)
Moderate 10-11 Years (40% Equity)
Moderate 12-13 Years (Moderately Conservative)
Moderate 14-15 Years (20% Equity)
Moderate 16-17 Years (Conservative)
Moderate 18 Years and over (College)
Moderate 4-5 Years (70% Equity)
Moderate 6-7 Years (Moderate Growth)
Moderate 8-9 Years (Moderate)
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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.