Choose portfolios designed to align with the child's expected year of college enrollment. Portfolios are offered in two-year increments to closely align the allocation to the optimal portfolio for the child. The portfolios are adjusted quarterly to become more conservative and rebalanced monthly to help stay within appropriate risk levels, and are designed to help outpace the rising costs of higher education.
Portfolio name | Download |
|---|---|
| Invesco CollegeBound 2045-2046 Portfolio | N/A |
Choose from four portfolios calibrated to match different levels of risk: conservative, moderate, growth, or aggressive. A blend of active and passive funds and strategies is 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.
Twenty-three Individual Portfolios provide access to equity, fixed income, balanced, alternatives, and capital preservation options. The lineup of investment portfolios provides a range of building blocks across major asset classes for greater diversification.
Portfolio name | Category | Download |
|---|---|---|
Equity | ||
Equity | ||
Equity | ||
Equity | ||
Equity | ||
Equity | ||
Invesco International Developed Dynamic Multifactor Portfolio | Equity | |
Equity | ||
| Invesco Main Street Small Cap Portfolio | Equity | Fact sheet |
Equity | ||
Equity | ||
Equity | ||
Equity | ||
Equity | ||
Equity | ||
| Invesco Value Opportunities Portfolio | Equity | Fact sheet |
Fixed Income | ||
Fixed Income | ||
Fixed Income | ||
Fixed Income | ||
Balanced | ||
Alternatives | ||
Capital Preservation |
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