Investment portfolio options

Individual Portfolios

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

Individual Portfolios

  • Twenty-two 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.

Individual Portfolio options

Invesco American Franchise Portfolio 

Invesco Developing Markets Portfolio

Invesco Discovery Mid Cap Growth Portfolio

Invesco Diversified Dividend Portfolio

Invesco Equally-Weighted S&P 500 Portfolio

Invesco Global Focus Portfolio

Invesco International Developed Dynamic Multifactor Portfolio

Invesco Main Street Small Cap Portfolio

Invesco International Growth Portfolio¹   

Invesco MSCI Global Climate 500 Portfolio²

Invesco NASDAQ 100 Index Portfolio

Invesco Russell 1000® Dynamic Multifactor Portfolio

Invesco S&P 500® Low Volatility Portfolio

Invesco Small Cap Growth Portfolio

Invesco Small Cap Value Portfolio

Invesco Core Bond Portfolio

Invesco Core Plus Bond Portfolio

Invesco High Yield Portfolio

Invesco Short Duration Inflation Protected Portfolio

Invesco Equity and Income Portfolio

Invesco Global Real Estate Income Portfolio

Invesco Stable Value Portfolio³

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.

Other portfolio types

Year of Enrollment Portfolios Target Risk Portfolios

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  • 1

    Effective August 22, 2025, Invesco Oppenheimer International Growth Portfolio was renamed Invesco International Growth Portfolio.
  • 2

    Effective September 26, 2025, Invesco MSCI World SRI Index Portfolio was eliminated and replaced by Invesco MSCI Global Climate 500 Portfolio. Account owners invested in the eliminated portfolio will automatically be moved to the new replacement portfolio on or about September 26, 2025.
  • 3

    Stable Value is a fixed income, total return strategy that is designed to provide daily liquidity and principal preservation.

    Diversification does not guarantee a profit or eliminate the risk of loss.