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 04/12/2021 YTD (%) |
Avg. annual total returns (%) as of 03/31/2021 | |||||
---|---|---|---|---|---|---|---|---|---|---|
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 | 0.27 | 4.49 | 2.40 | N/A | N/A | 1.90 | |
Invesco CollegeBound
2021-2022 Portfolio |
07/08/2016 | 4.00 | 0.83 | 1.64 | 14.36 | 4.64 | N/A | N/A | 4.55 | |
Invesco CollegeBound
2023-2024 Portfolio |
07/08/2016 | 4.00 | 0.82 | 2.15 | 18.12 | 5.38 | N/A | N/A | 5.20 | |
Invesco CollegeBound
2025-2026 Portfolio |
07/08/2016 | 4.00 | 0.82 | 2.81 | 21.66 | 6.07 | N/A | N/A | 5.76 | |
Invesco CollegeBound
2027-2028 Portfolio |
07/08/2016 | 4.00 | 0.83 | 3.45 | 24.91 | 6.58 | N/A | N/A | 6.28 | |
Invesco CollegeBound
2029-2030 Portfolio |
07/08/2016 | 4.00 | 0.84 | 3.97 | 28.04 | 7.07 | N/A | N/A | 6.88 | |
Invesco CollegeBound
2031-2032 Portfolio |
07/08/2016 | 4.00 | 0.84 | 4.63 | 32.08 | 7.60 | N/A | N/A | 7.44 | |
Invesco CollegeBound
2033-2034 Portfolio |
07/08/2016 | 4.00 | 0.85 | 5.33 | 36.40 | 8.14 | N/A | N/A | 8.00 | |
Invesco CollegeBound
2035-2036 Portfolio |
07/08/2016 | 4.00 | 0.85 | 6.36 | 41.08 | 8.77 | N/A | N/A | 8.38 | |
Invesco CollegeBound
2037-2038 Portfolio |
07/13/2018 | 4.00 | 0.85 | 7.04 | 43.23 | N/A | N/A | N/A | 9.17 | |
Invesco CollegeBound
NEW
2039-2040 Portfolio |
06/29/2020 | 4.00 | 0.84 | 7.08 | N/A | N/A | N/A | N/A | 24.83 |
* Returns are cumulative for funds with less than one year of performance.