MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) Colorado: Direct Portfolio College Savings Plan
Portfolios
(Select) Aggressive Growth Portfolio
(Select) Aggressive: 62.5% Stock 37.5% Bond Portfolio (11-12)
(Select) Aggressive: 12.5% Stock 87.5% Bond Portfolio (19+)
(Select) Aggressive: 37.5% Stock 62.5% Bond Portfolio (15-16)
(Select) Aggressive: 87.5% Stock 12% Bond Portfolio (5-6)
(Select) Aggressive: 87.5% Stock 12% Bond Portfolio (7-8)
(Select) Aggressive: Aggressive Growth Portfolio (0-4)
(Select) Aggressive: Conservative Growth Portfolio (17-18)
(Select) Aggressive: Growth Portfolio (9-10)
(Select) Aggressive: Moderate Growth Portfolio (13-14)
(Select) Bond Index Portfolio
(Select) Conservative Growth Portfolio
(Select) Conservative: 12.5% Stock 87.5% Bond Portfolio (11-12)
(Select) Conservative: 25% Bond 75% Colorado Short-Term Reserves Portfolio (17-18)
(Select) Conservative: 37.5% Stock 62.5% Bond Portfolio (7-8)
(Select) Conservative: 50% Bond 50% Colorado Short-Term Reserves Portfolio (15-16)
(Select) Conservative: 62.5% Stock 37.5% Bond Portfolio (0-4)
(Select) Conservative: Conservative Growth Portfolio (9-10)
(Select) Conservative: Income Portfolio (13-14)
(Select) Conservative: Interest Accumulation Portfolio (19+)
(Select) Conservative: Moderate Growth Portfolio (5-6)
(Select) Growth Portfolio
(Select) Income Portfolio
(Select) Interest Accumulation Portfolio
(Select) International Bond Index Portfolio
(Select) International Stock Index Portfolio
(Select) Moderate Growth Portfolio
(Select) Moderate: 12.5% Stock 87.5% Bond Portfolio (15-16)
(Select) Moderate: 37.5% Stock 62.5% Bond Portfolio (11-12)
(Select) Moderate: 62.5% Stock 37.5% Bond Portfolio (7-8)
(Select) Moderate: 87.5% Stock 12% Bond Portfolio (0-4)
(Select) Moderate: Conservative Growth Portfolio (13-14)
(Select) Moderate: Growth Portfolio (5-6)
(Select) Moderate: Income Portfolio (17-18)
(Select) Moderate: Income Portfolio (19+)
(Select) Moderate: Moderate Growth Portfolio (9-10)
(Select) Stock Index 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.
