Why CollegeBound 529?

CollegeBound 529, recognized by Morningstar® as a Bronze rated advisor-sold plan,1 is designed to meet your education savings needs with a wide choice of flexible investment options and an innovative program design.

Features of Saving with CollegeBound 529

Innovative Program Features

  • Cost-conscious investment options: Enjoy competitive fees and cost-conscious options due to the inclusion of active and passive investment portfolios.
  • Active and passive investment portfolios: Some portfolios are professionally managed by Invesco, and rooted in fundamental and factor-based strategies.
  • Flexible funding options: Designed to accomodate every budget, with a $0 minimum investment and a generous $395,000 per beneficiary limit.

Flexible investment menu: Account owners can choose from a variety of portfolios designed around their savings goals:

  • Age-based portfolios: Uniquely structured investment options designed to align with a child’s expected year of college enrollment. Learn more
  • Target risk portfolios: Investment options aligned to levels of risk: conservative, moderate and growth. These portfolios combine both active and passive investments – all professionally managed by Invesco – to seek the desired risk-adjusted returns. Learn more
  • Individual portfolios: Single-strategy investment options across major asset classes. These portfolios allow the account owner and beneficiary to customize their college savings strategy. Learn more

Why choose a CollegeBound 529 for your client?

Visit resources for financial advisors on the Invesco website to learn why CollegeBound 529 could be a great choice for your clients.

1 ©2018 Morningstar, Inc. All rights reserved. The information contained herein is proprietary to Morningstar and/or its content providers. It may not be copied or distributed and isn't warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance does not guarantee future results.

The Morningstar Analyst RatingTM is a subjective evaluation performed by Morningstar's manager research group based on five key pillars: process, performance, people, parent and price. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, Negative. The top three ratings indicate the corresponding level of analyst conviction in the ability of a 529 plan's investment options to collectively outperform their respective benchmarks and peers through time, within the context of the level of risk taken. Gold plans are the highest-conviction recommended and stand out as best of breed for their investment mandate. Silver plans are high-conviction and have notable advantages across several, but not all, five pillars. Bronze plans have advantages that clearly outweigh any disadvantages across the pillars. Ratings are continuously monitored and reevaluated at least every 14 months. While these ratings can help with the selection process, they should not be the only factor used to choose the investment and do not represent guarantees, credit or risk ratings. For more detailed information about Morningstar’s Analyst Rating, including its methodology, please visit Morningstar.com.

2 Earnings on non-qualified withdrawals may be subject to federal income tax and a 10% federal penalty tax, as well as state and local income taxes. Tax and other benefits are contingent on meeting other requirements, and certain withdrawals are subject to federal, state and local taxes.

3 For beneficiary changes to occur without federal or state income tax consequences, the new beneficiary must be a family member of the current beneficiary.