Investment portfolio options

CollegeBound 529 offers the freedom to choose the investment options that best fit your unique timeline and savings goals.

Age-based portfolios

  • Choose portfolios designed to align with the child's expected year of college enrollment
  • Asset 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 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
No data available.

Asset Allocation

Select which age-based portfolio may be right for you.

Portfolio Holdings
(as of )
% of Total Assets

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, or growth.
  • A blend of active and passive funds and strategies are chosen to target the desired risk-adjusted returns and cost-efficiency.
  • Monthly rebalancing aims to keep the portfolios in line with their target level of risk.
No data available.

Asset Allocation

Portfolio Holdings
(as of )
% of Total Assets

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 portofolios provide access to equity, fixed income, and capital preservation options.
  • Each individual portfolio is invested in a single underlying investment.
  • The lineup of investment portfolios provides a range of building blocks across major asset classes for greater diversification.

 

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.