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Prices and Performance

Click on any column header to sort the information. To view more detailed portfolio information, click the portfolio name below to access the full profile. You can also view the most recent performance information for all Advisor-Guided Plan investment options in our Monthly Performance Report.

Advisor-Guided Plan Disclosure Booklet. Opens a PDF

Advisor-Guided Plan Disclosure Booklet Opens PDF

Apr 02, 2014 | PDF

Information on the Plan's investments and rules. Read this carefully before opening an account.

NY529 Monthly Performance Report. Opens a PDF

NY529 Monthly Performance Report Opens PDF

Mar 31, 2014 | PDF

View recent performance information for all Advisor-Guided Plan investment options.