MISC
Portfolio Fee & Performance Lookup
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Plan Selected:
Oregon: MFS 529 Savings Plan
Portfolios
Aggressive Growth
Conservative
Enrollment Year 2021
Enrollment Year 2022
Enrollment Year 2023
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Enrollment Year 2025
Enrollment Year 2026
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Enrollment Year 2028
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Enrollment Year 2030
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Enrollment Year 2033
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Enrollment Year 2039
Enrollment Year 2040
Enrollment Year 2041
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Enrollment Year 2043
Enrollment Year 2044
Enrollment Year 2045
Growth
Lifetime Income
Limited Maturity
Moderate
U.S. Government Cash Reserve
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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.
