Portfolio Options
CollegeBound 529 offers a three-tiered investment menu with choices that are professionally managed by Invesco, one of the world's leading independent investment management firms.
Age-Based Portfolios
- Choose from 11 age-based portfolios designed to align with the child's expected year of college enrollment.
- Allocations are managed to gradually become more conservative as the expected date of college enrollment nears.
- Portfolios are adjusted quarterly to become more conservative and rebalanced monthly to help stay within appropriate risk levels.
- Portfolios are offered in two-year increments to more closely align the allocation to the optimal portfolio for the child's age.
- Portfolios are designed to help outpace the rising costs of higher education.
Holdings are subject to change and are not buy/sell recommendations.
Allocations may not equal 100% due to rounding.
Asset allocation percentages apply to all unit classes of the respective portfolios. See the Program Description for more information about unit class availability.
Target Risk Portfolios
- Choose from three portfolios calibrated to match different levels of risk — conservative, moderate and growth.
- A blend of active and passive funds, using high-conviction equity, fixed income and capital preservation investment strategies, seeks to deliver the desired risk-adjusted returns and cost-efficiency.
- Monthly rebalancing aims to keep the portfolios in line with their target level of risk.
Holdings are subject to change and are not buy/sell recommendations.
Allocations may not equal 100% due to rounding.
Asset allocation percentages apply to all unit classes of the respective portfolios. See the Program Description for more information about unit class availability.
Individual Portfolios
- Individual portfolios provide access to equity, fixed income and capital preservation options.
- Each individual portfolio is invested in a single underlying investment.
- The lineup provides a range of building blocks across major asset classes to construct thoughtful, well-diversified portfolios.
1 Stable Value is a fixed income, total return strategy that is designed to provide daily liquidity and principal preservation. Capital preservation guarantee provided by the wrap contract providers; subject to the creditworthiness of those providers and terms of the contracts.
Diversification does not guarantee a profit or eliminate the risk of loss.
