MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) Ohio: Ohio's 529 Plan, CollegeAdvantage
Portfolios
(Select) 2022 / 2023
(Select) 2024 / 2025
(Select) 2026 / 2027
(Select) 2026 Portfolio
(Select) 2028 / 2029
(Select) 2028 Portfolio
(Select) 2030 / 2031
(Select) 2030 Portfolio
(Select) 2032 / 2033
(Select) 2032 Portfolio
(Select) 2034 / 2035
(Select) 2034 Portfolio
(Select) 2036 / 2037
(Select) 2036 Portfolio
(Select) 2038 / 2039
(Select) 2038 Portfolio
(Select) 2040 / 2041
(Select) 2040 Portfolio
(Select) 2042 / 2043
(Select) 2042 Portfolio
(Select) 2044 Portfolio
(Select) Commencement Portfolio
(Select) Dimensional Fund Advisor U.S. Investment Grade Portfolio
(Select) Dimensional Fund Advisors World ex. U.S. Core Equity Option
(Select) Graduate Portfolio
(Select) Vanguard 500 Index Option
(Select) Vanguard Aggressive Growth Index Portfolio
(Select) Vanguard Conservative Growth Index Portfolio
(Select) Vanguard Corporate High Yield Option
(Select) Vanguard Extended Market Index Option
(Select) Vanguard Growth Index Portfolio
(Select) Vanguard Income Portfolio
(Select) Vanguard Interest Accumulation Option
(Select) Vanguard Moderate Growth Index Portfolio
(Select) Vanguard Short-Term Inflation-Protected Securities Index Option
(Select) Vanguard Strategic Equity Option
(Select) Vanguard Total Bond Market Index Option
(Select) Vanguard Total International Stock Index Option
(Select) Vanguard U.S. Growth Option
(Select) Vanguard Wellington Option
(Select) Vanguard Windsor II Option
Access exclusive tools and resources for professionals only
Access our exclusive content, reports, calculators and sales leads with a Premium Subscription.
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.
