Why CollegeBound 529

Getting more out of a college savings plan starts with choosing one designed specifically for college savers.

CollegeBound 529, recognized by Morningstar® as a highly rated advisor-sold plan1, is designed to meet your college savings needs with a wide choice of flexible investment options and an innovative program design.

Flexible investment menu

Our three-tiered investment lineup allows you to choose the level of customization that's right for you and your clients.

Age-based portfolios: Uniquely structured investment options designed to align with a child's expected year of college enrollment. These portfolios seek to outpace the rising costs of higher education. Learn more

Target risk portfolios: Investment options aligned to levels of risk — conservative, moderate and growth. These portfolios use Invesco's proprietary blend of active and passive funds to seek risk-adjusted returns. Learn more

Individual portfolios: Single-strategy investment options across major asset classes. These portfolios allow you and your financial advisor to customize your college savings strategy. Learn more

Learn more about CollegeBound 529's flexible portfolio options.

Innovative program features

CollegeBound 529 provides:

  • Highly competitive fees due to the inclusion of active and passive investment portfolios.
  • Multiple unit classes to meet the needs of your individual and employer clients.
  • Flexible funding options to accommodate every savings budget:
  • $0
    minimum investment

    per beneficiary limit

    per beneficiary, per year, that can be gifted tax-free. $30,000 for married couples.

Duy Nguyen explains how Invesco designed these portfolios to help college savers meet their financial goals.

Read more about the multi-asset design

Invesco's global expertise and support

Comprehensive range of world-class investment capabilities from Invesco

  • Innovative age-based and target risk portfolios managed by the Invesco Global Solutions Implementation and Development team
  • Diverse range of individual fund options for advisors who prefer to build custom portfolios:
    • Invesco mutual funds, Invesco ETFs, Invesco Stable Value

Multiple unit classes provide advisors with flexibility for individuals and employers

  • Multiple unit classes and no minimum contribution requirements provide you with the flexibility you need to meet the objectives of individual and business clients.

Extensive distribution support from Invesco

  • More than 200 sales and service professionals promoting the CollegeBound 529 among advisors
  • Dedicated team of field and internal education specialists to help advisors grow their 529 business
  • Robust CollegeBound 529 marketing support and Invesco Consulting 529 practice management program

Learn more about CollegeBound 529.

More ways to save for college CollegeBound 529

  • Ugift®. An easy, free service that enables family and friends to make the meaningful gifts of money into your client's account. Learn more about Ugift®.
  • Upromise® by Sallie Mae. A rewards program that allows members to earn cash back on their purchases and deposit their earnings into their eligible 529 plan account. Learn more about Upromise®.

1 ©2017 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.

CollegeBound 529 was awarded the Bronze Rating. 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 recommen­dations 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 go to http://corporate.morningstar.com/us/documents/MethodologyDocuments/AnalystRatingforFundsMethodology.pdf.