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.* | ||||||
Target Risk - Class A | ||||||||||
Invesco
Conservative College Portfolio |
07/08/2016 | 4.00 | 0.83 | 0.63 | 7.76 | 5.22 | N/A | N/A | 5.37 | |
Invesco
Growth College Portfolio |
07/08/2016 | 4.00 | 0.84 | 1.95 | 10.12 | 6.98 | N/A | N/A | 8.41 | |
Invesco
Moderate College Portfolio |
07/08/2016 | 4.00 | 0.84 | 1.31 | 10.19 | 6.58 | N/A | N/A | 7.33 |
* Returns are cumulative for funds with less than one year of performance.