MISC

Portfolio Fee & Performance Lookup

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(Change) Maine: NextGen 529 -- Client Select Series

Portfolios

(Select) American Century Inflation-Adjusted Bond Portfolio
(Select) BlackRock 100% Equity Portfolio
(Select) BlackRock 2024 Enrollment Portfolio
(Select) BlackRock 2025 Enrollment Portfolio
(Select) BlackRock 2026 Enrollment Portfolio
(Select) BlackRock 2027 Enrollment Portfolio
(Select) BlackRock 2029 Enrollment Portfolio
(Select) BlackRock 2033 Enrollment Portfolio
(Select) BlackRock 2035 Enrollment Portfolio
(Select) BlackRock 2038 Enrollment Portfolio
(Select) BlackRock 2041 Enrollment Portfolio
(Select) BlackRock 75% Equity Portfolio
(Select) BlackRock Advantage Large Cap Core Portfolio
(Select) BlackRock Advantage Large Cap Growth Portfolio
(Select) BlackRock Enrolled Portfolio
(Select) BlackRock Equity Dividend Portfolio
(Select) BlackRock Fixed Income Portfolio
(Select) BlackRock Global Allocation Portfolio
(Select) Franklin Templeton 2024 Enrollment Portfolio
(Select) Franklin Templeton 2025 Enrollment Portfolio
(Select) Franklin Templeton 2026 Enrollment Portfolio
(Select) Franklin Templeton 2027 Enrollment Portfolio
(Select) Franklin Templeton 2028 Enrollment Portfolio
(Select) Franklin Templeton 2030 Enrollment Portfolio
(Select) Franklin Templeton 2032 Enrollment Portfolio
(Select) Franklin Templeton 2034 Enrollment Portfolio
(Select) Franklin Templeton 2036 Enrollment Portfolio
(Select) Franklin Templeton 2038 Enrollment Portfolio
(Select) Franklin Templeton 2041 Enrollment Portfolio
(Select) Franklin Templeton Balanced Portfolio
(Select) Franklin Templeton ClearBridge Capital Appreciation Portfolio
(Select) Franklin Templeton ClearBridge Small Cap Growth Portfolio
(Select) Franklin Templeton Enrolled Portfolio
(Select) Franklin Templeton Growth & Income Portfolio
(Select) Franklin Templeton Growth Portfolio
(Select) Franklin Templeton International Aggregate Bond ETF Portfolio
(Select) Franklin Templeton Small Cap Value Portfolio
(Select) iShares 2024 Enrollment Portfolio
(Select) iShares 2025 Enrollment Portfolio
(Select) iShares 2026 Enrollment Portfolio
(Select) iShares 2027 Enrollment Portfolio
(Select) iShares 2029 Enrollment Portfolio
(Select) iShares 2033 Enrollment Portfolio
(Select) iShares 2035 Enrollment Portfolio
(Select) iShares 2038 Enrollment Portfolio
(Select) iShares 2041 Enrollment Portfolio
(Select) iShares Core Conservative Allocation Portfolio
(Select) iShares Core Growth Allocation Portfolio
(Select) iShares Core Moderate Allocation Portfolio
(Select) iShares Core MSCI EAFE Portfolio
(Select) iShares Core MSCI EM Portfolio
(Select) iShares Diversified Equity Portfolio
(Select) iShares Diversified Fixed Income Portfolio
(Select) iShares Enrolled Portfolio
(Select) iShares ESG Aware MSCI EAFE Portfolio
(Select) iShares ESG Aware MSCI EM Portfolio
(Select) iShares ESG Aware U.S. Aggregate Bond Portfolio
(Select) iShares MSCI USA ESG Select Portfolio
(Select) iShares TIPS Bond Portfolio
(Select) Lord Abbett Total Return Portfolio
(Select) MainStay Winslow Large Cap Growth Portfolio
(Select) MFS 2024 Enrollment Portfolio
(Select) MFS 2025 Enrollment Portfolio
(Select) MFS 2027 Enrollment Portfolio
(Select) MFS 2029 Enrollment Portfolio
(Select) MFS 2031 Enrollment Portfolio
(Select) MFS 2033 Enrollment Portfolio
(Select) MFS 2035 Enrollment Portfolio
(Select) MFS 2038 Enrollment Portfolio
(Select) MFS 2041 Enrollment Portfolio
(Select) MFS Conservative Mixed Asset Portfolio
(Select) MFS Enrolled Portfolio
(Select) MFS Equity Portfolio
(Select) MFS Fixed Income Portfolio
(Select) MFS Global Equity Portfolio
(Select) MFS Research International Portfolio
(Select) MFS Value Portfolio
(Select) Neuberger Berman International Equity Portfolio
(Select) NextGen Savings Portfolio
(Select) Principal Plus 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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