Find the right 529 investment portfolio

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.

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.

  • 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.

  • 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.

Discover more about 529

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529 Forms & FAQs

Find answers fast with FAQs, forms, and resources to simplify account management and help you grow your CollegeBound 529 savings.
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529 Insights

Access the latest insights on educations savings, CollegeBound 529 and how they can help with saving for a child’s education.
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529 Accounts

Open a CollegeBound 529 account. Start saving today with flexible, tax-advantaged options for your child's education.
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529 Tools

Plan smarter for college with powerful tools designed to help you make the most of a 529 plan.
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CollegeBound 529 Home

Invesco’s CollegeBound 529 savings plans offer investors and financial professionals a compelling solution for savings education, tailored to meet your unique goals.
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