MISC

Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

(Change) Pennsylvania: Pennsylvania 529 Investment Plan

Portfolios

(Select) Aggressive Growth Portfolio
(Select) Aggressive: 11 - 12 (Blended Growth Portfolio)
(Select) Aggressive: 11 - 15 Years (closed 4/27/18)
(Select) Aggressive: 13-14 (Moderate Growth Portfolio)
(Select) Aggressive: 15-16 (Disciplined Growth Portfolio)
(Select) Aggressive: 16 - 18 Years (closed 4/27/18)
(Select) Aggressive: 17-18 (Conservative Growth Portfolio)
(Select) Aggressive: 19 and older (Conservative Portfolio)
(Select) Aggressive: 19+ Years (closed 4/27/18)
(Select) Aggressive: 6 - 10 Years (closed 4/27/18)
(Select) Aggressive: Age 4 or younger (Aggressive Growth Portfolio)
(Select) Aggressive: Age 5-6 (Aggressive Portfolio)
(Select) Aggressive: Age 7-8 (Aggressive Portfolio)
(Select) Aggressive: Age 9-10 (Growth Portfolio)
(Select) Aggressive: Newborn - 5 Years (closed 4/27/18)
(Select) Conservative Growth Portfolio
(Select) Conservative Income Portfolio
(Select) Conservative: 11 - 12 (Conservative Portfolio)
(Select) Conservative: 11 - 15 Years (closed 4/27/18)
(Select) Conservative: 13-14 (Blended Income Portfolio)
(Select) Conservative: 15-16 (Moderate Income Portfolio)
(Select) Conservative: 16 - 18 Years (closed 4/27/18)
(Select) Conservative: 17-18 (Balanced Income Portfolio)
(Select) Conservative: 19 and older (Interest Accumulation Portfolio)
(Select) Conservative: 19+ Years (closed 4/27/18)
(Select) Conservative: 6 - 10 Years (closed 4/27/18)
(Select) Conservative: Age 4 or younger (Blended Growth Portfolio)
(Select) Conservative: Age 5-6 (Moderate Growth Portfolio)
(Select) Conservative: Age 7-8 (Disciplined Growth Portfolio)
(Select) Conservative: Age 9-10 (Conservative Growth Portfolio)
(Select) Conservative: Newborn - 5 Years (closed 4/27/18)
(Select) Growth Portfolio
(Select) Income Portfolio
(Select) Interest Accumulation Portfolio
(Select) Moderate Growth Portfolio
(Select) Moderate: 11 - 12 (Disciplined Growth Portfolio)
(Select) Moderate: 11 - 15 Years (closed 4/27/18)
(Select) Moderate: 13-14 (Conservative Growth Portfolio)
(Select) Moderate: 15-16 (Conservative Portfolio)
(Select) Moderate: 16 - 18 Years (closed 4/27/18)
(Select) Moderate: 17-18 (Blended Income Portfolio)
(Select) Moderate: 19 and older (Blended Income Portfolio)
(Select) Moderate: 19+ Years (closed 4/27/18)
(Select) Moderate: 6 - 10 Years (closed 4/27/18)
(Select) Moderate: Age 4 or younger (Aggressive Portfolio)
(Select) Moderate: Age 5-6 (Growth Portfolio)
(Select) Moderate: Age 7-8 (Blended Growth Portfolio)
(Select) Moderate: Age 9-10 (Moderate Growth Portfolio)
(Select) Moderate: Newborn - 5 Years (closed 4/27/18)
(Select) Short-Term Inflation-Protected Securities Index Portfolio
(Select) Social Index Portfolio
(Select) Total Bond Market Index Portfolio
(Select) Total International Bond Index Portfolio
(Select) Total International Stock Index Portfolio
(Select) Total Stock Market Index Portfolio

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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.

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