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 SiteRegistered investment advisors include: RIAs; and SEC-registered independent advisors.
Visit SiteDefined contribution includes retirement plan advisors, recordkeepers, and third-party administrators. For DC plan sponsors, please select Institutional.
Visit SitePortfolio Name | Inception Date | Max load (%) |
Expense Ratio (%) |
Returns as of 01/15/2021 YTD (%) |
Avg. annual total returns (%) as of 12/31/2020 | |||||
---|---|---|---|---|---|---|---|---|---|---|
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 | 2.73 | 2.37 | N/A | N/A | 1.96 | |
Invesco CollegeBound
2021-2022 Portfolio |
07/08/2016 | 4.00 | 0.83 | 0.49 | 5.90 | 4.11 | N/A | N/A | 4.56 | |
Invesco CollegeBound
2023-2024 Portfolio |
07/08/2016 | 4.00 | 0.82 | 0.48 | 7.00 | 4.69 | N/A | N/A | 5.18 | |
Invesco CollegeBound
2025-2026 Portfolio |
07/08/2016 | 4.00 | 0.82 | 0.62 | 7.65 | 5.15 | N/A | N/A | 5.66 | |
Invesco CollegeBound
2027-2028 Portfolio |
07/08/2016 | 4.00 | 0.83 | 0.77 | 8.21 | 5.45 | N/A | N/A | 6.12 | |
Invesco CollegeBound
2029-2030 Portfolio |
07/08/2016 | 4.00 | 0.84 | 0.90 | 8.62 | 5.75 | N/A | N/A | 6.66 | |
Invesco CollegeBound
2031-2032 Portfolio |
07/08/2016 | 4.00 | 0.84 | 1.10 | 8.88 | 6.02 | N/A | N/A | 7.12 | |
Invesco CollegeBound
2033-2034 Portfolio |
07/08/2016 | 4.00 | 0.85 | 1.30 | 9.21 | 6.32 | N/A | N/A | 7.59 | |
Invesco CollegeBound
2035-2036 Portfolio |
07/08/2016 | 4.00 | 0.85 | 1.57 | 9.55 | 6.62 | N/A | N/A | 7.80 | |
Invesco CollegeBound
2037-2038 Portfolio |
07/13/2018 | 4.00 | 0.85 | 1.74 | 9.62 | N/A | N/A | N/A | 7.96 | |
Invesco CollegeBound
NEW
2039-2040 Portfolio |
06/29/2020 | 4.00 | 0.84 | 1.75 | N/A | N/A | N/A | N/A | 18.79 |
* Returns are cumulative for funds with less than one year of performance.