MISC

Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

Nebraska: Bloomwell 529 Education Savings Plan

Portfolios

Age-Based Core 0-2
Age-Based Core 11-12
Age-Based Core 13-14
Age-Based Core 15-16
Age-Based Core 17-18
Age-Based Core 19+
Age-Based Core 3-5
Age-Based Core 6-8
Age-Based Core 9-10
Age-Based Socially Aware 0-2
Age-Based Socially Aware 11-12
Age-Based Socially Aware 13-14
Age-Based Socially Aware 15-16
Age-Based Socially Aware 17-18
Age-Based Socially Aware 19+
Age-Based Socially Aware 3-5
Age-Based Socially Aware 6-8
Age-Based Socially Aware 9-10
Core Aggressive
Core All Equity
Core Balanced (formerly Core Moderate Growth)
Core Bank Savings
Core Conservative
Core Growth
Core Moderate
DFA International Government Fixed Income Portfolio
Goldman Sachs Financial Square Government Money Market
iShares Core S&P Small Cap ETF
MetWest Total Return Bond
Socially Aware Aggressive
Socially Aware All Equity
Socially Aware Balanced (formerly Socially Aware Moderate Growth)
Socially Aware Conservative
Socially Aware Growth
Socially Aware Moderate
State Street MSCI ACWI Ex-US Index
State Street S&P 500 Index
T. Rowe Price Large Cap Growth
Vanguard Emerging Markets Stock Index
Vanguard Equity Income
Vanguard Extended Market Index
Vanguard REIT Index
Vanguard Russell 1000 Value Index
Vanguard Russell 2000 Growth Index
Vanguard Short-Term Bond Index
Vanguard Short-Term Inflation-Protected Index
Vanguard Total Bond Market Index
Vanguard Total Stock Market Index

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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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