MISC

Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

(Change) Nebraska: Bloomwell 529 Education Savings Plan

Portfolios

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