Individual investors include, current investors; prospective investors, and plan administrators.
Visit SiteFinancial professionals include: financial advisors, retail wholesalers; financial planners; broker/dealer home office; wirehouses; registered financial advisors; and bank trusts.
Visit SitePortfolio Name | Inception Date | Max load (%) |
Expense Ratio (%) |
Returns as of 03/04/2021 YTD (%) |
Avg. annual total returns (%) as of 01/31/2021 | |||||
---|---|---|---|---|---|---|---|---|---|---|
1 Yr | 3 Yr | 5 Yr | 10 Yr | Since Incept.* | ||||||
Age Based - Class A | ||||||||||
Invesco CollegeBound
Today Portfolio |
07/08/2016 | 3.00 | 0.80 | 0.09 | 2.34 | 2.43 | N/A | N/A | 1.97 | |
Invesco CollegeBound
2021-2022 Portfolio |
07/08/2016 | 4.00 | 0.83 | 0.33 | 5.43 | 3.82 | N/A | N/A | 4.51 | |
Invesco CollegeBound
2023-2024 Portfolio |
07/08/2016 | 4.00 | 0.82 | 0.24 | 6.45 | 4.24 | N/A | N/A | 5.08 | |
Invesco CollegeBound
2025-2026 Portfolio |
07/08/2016 | 4.00 | 0.82 | 0.23 | 7.21 | 4.65 | N/A | N/A | 5.54 | |
Invesco CollegeBound
2027-2028 Portfolio |
07/08/2016 | 4.00 | 0.83 | 0.23 | 7.69 | 4.83 | N/A | N/A | 5.97 | |
Invesco CollegeBound
2029-2030 Portfolio |
07/08/2016 | 4.00 | 0.84 | 0.37 | 8.29 | 5.08 | N/A | N/A | 6.50 | |
Invesco CollegeBound
2031-2032 Portfolio |
07/08/2016 | 4.00 | 0.84 | 0.59 | 8.89 | 5.18 | N/A | N/A | 6.95 | |
Invesco CollegeBound
2033-2034 Portfolio |
07/08/2016 | 4.00 | 0.85 | 0.72 | 9.40 | 5.34 | N/A | N/A | 7.39 | |
Invesco CollegeBound
2035-2036 Portfolio |
07/08/2016 | 4.00 | 0.85 | 1.07 | 10.17 | 5.61 | N/A | N/A | 7.59 | |
Invesco CollegeBound
2037-2038 Portfolio |
07/13/2018 | 4.00 | 0.85 | 1.32 | 10.35 | N/A | N/A | N/A | 7.58 | |
Invesco CollegeBound
NEW
2039-2040 Portfolio |
06/29/2020 | 4.00 | 0.84 | 1.33 | N/A | N/A | N/A | N/A | 18.50 |
* Returns are cumulative for funds with less than one year of performance.