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
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.
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.
