Portfolio Fee & Performance Lookup

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Plan Selected:

(Change) South Carolina: Future Scholar 529 College Savings Plan (Direct-sold)


(Select) Aggressive 0-3 Years (Aggressive Growth)
(Select) Aggressive 10-11 Years (Moderate)
(Select) Aggressive 12-13 Years (40% Equity)
(Select) Aggressive 14-15 Years (Moderately Conservative)
(Select) Aggressive 16-17 Years (20% Equity)
(Select) Aggressive 18 Years and over (Conservative)
(Select) Aggressive 4-5 Years (Growth)
(Select) Aggressive 6-7 Years (70% Equity)
(Select) Aggressive 8-9 Years (Moderate Growth)
(Select) Conservative 0-3 Years (70% Equity)
(Select) Conservative 10-11 Years (Moderately Conservative)
(Select) Conservative 12-13 Years (20% Equity)
(Select) Conservative 14-15 Years (Conservative)
(Select) Conservative 16 Years and over (College)
(Select) Conservative 4-5 Years (Moderate Growth)
(Select) Conservative 6-7 Years (Moderate)
(Select) Conservative 8-9 Years (40% Equity)
(Select) Future Scholar Aggressive Growth Portfolio
(Select) Future Scholar Bank Deposit Portfolio
(Select) Future Scholar Bond Index Portfolio
(Select) Future Scholar College Portfolio
(Select) Future Scholar Conservative Portfolio
(Select) Future Scholar Growth Portfolio
(Select) Future Scholar International Equity Index Portfolio
(Select) Future Scholar Large Cap Index Portfolio
(Select) Future Scholar Legacy Capital Preservation Portfolio
(Select) Future Scholar Mid Cap Index Portfolio
(Select) Future Scholar Moderate Growth Portfolio
(Select) Future Scholar Moderate Portfolio
(Select) Future Scholar Moderately Conservative Portfolio
(Select) Future Scholar Short Term Bond Index Portfolio
(Select) Future Scholar Small Cap Index Portfolio
(Select) Future Scholar TIPS Bond ETF Portfolio
(Select) Future Scholar Ultra Short Term Bond Portfolio
(Select) Moderate 0-3 Years (Growth)
(Select) Moderate 10-11 Years (40% Equity)
(Select) Moderate 12-13 Years (Moderately Conservative)
(Select) Moderate 14-15 Years (20% Equity)
(Select) Moderate 16-17 Years (Conservative)
(Select) Moderate 18 Years and over (College)
(Select) Moderate 4-5 Years (70% Equity)
(Select) Moderate 6-7 Years (Moderate Growth)
(Select) Moderate 8-9 Years (Moderate)

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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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