MISC
Portfolio Fee & Performance Lookup
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Alabama: CollegeCounts 529 Fund Advisor Plan
Portfolios
AB Global Bond 529 Portfolio
Age-Based Aggressive: Ages 0-2
Age-Based Aggressive: Ages 11-12
Age-Based Aggressive: Ages 13-14
Age-Based Aggressive: Ages 15-16
Age-Based Aggressive: Ages 17-18
Age-Based Aggressive: Ages 19+
Age-Based Aggressive: Ages 3-5
Age-Based Aggressive: Ages 6-8
Age-Based Aggressive: Ages 9-10
Age-Based Conservative: Ages 0-2
Age-Based Conservative: Ages 11-12
Age-Based Conservative: Ages 13-14
Age-Based Conservative: Ages 15-16
Age-Based Conservative: Ages 17-18
Age-Based Conservative: Ages 19+
Age-Based Conservative: Ages 3-5
Age-Based Conservative: Ages 6-8
Age-Based Conservative: Ages 9-10
Age-Based Moderate: Ages 0-2
Age-Based Moderate: Ages 11-12
Age-Based Moderate: Ages 13-14
Age-Based Moderate: Ages 15-16
Age-Based Moderate: Ages 17-18
Age-Based Moderate: Ages 19+
Age-Based Moderate: Ages 3-5
Age-Based Moderate: Ages 6-8
Age-Based Moderate: Ages 9-10
American Century Short Duration Inflation Protection Bond 529 Portfolio
Bank Savings 529 Portfolio
BlackRock High Yield Bond 529 Portfolio
DFA International Small Company 529 Portfolio
DFA Real Estate Securities 529 Portfolio
DFA U.S. Large Cap Value 529 Portfolio
Fidelity Advisor Investment Grade Bond 529 Portfolio
Neuberger International Select 529 Portfolio
Northern Funds Bond Index 529 Portfolio
Northern Funds International Equity Index 529 Portfolio
Northern Funds Mid Cap Index 529 Portfolio
Northern Funds Small Cap Index 529 Portfolio
Northern Funds Stock Index 529 Portfolio
Parametric Commodity Strategy Fund
PGIM Total Return Bond 529 Portfolio
PIMCO Short-Term 529 Portfolio
Principal Global Real Estate Securities 529 Portfolio
State Street U.S. Government Money Market 529 Portfolio
T. Rowe Price Balanced 529 Portfolio
T. Rowe Price Institutional Large-Cap Growth 529 Portfolio
T. Rowe Price Integrated U.S. Small-Cap Growth Equity 529 Portfolio
T. Rowe Price Small-Cap Value 529 Portfolio
Target Fixed Income Fund
Target Fund 100
Target Fund 20
Target Fund 40
Target Fund 60
Target Fund 80
Vanguard Emerging Markets Select Stock 529 Portfolio
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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.
