Portfolio options

CollegeBound 529 offers the freedom to choose the investment options that best fit your unique timeline and savings goals.

Choose portfolios designed to align with the child's expected year of college enrollment.
Asset allocations are managed to gradually become more conservative as the expected date of college enrollment nears.
Portfolios are offered in two-year increments to closely align the allocation to the optimal portfolio for the child.
Portfolios are adjusted quarterly to become more conservative and rebalanced monthly to help stay within appropriate risk levels.
Portfolios are designed to help outpace the rising costs of higher education.

Choose from four portfolios calibrated to match different levels of risk: conservative, moderate, growth, or aggressive.
A blend of active and passive funds and strategies is chosen to target the desired risk-adjusted returns and cost efficiency.
Monthly rebalancing aims to keep the portfolios in line with their target level of risk.

Twenty-two Individual Portfolios provide access to equity, fixed income, balanced, alternatives, and capital preservation options.
The lineup of investment portfolios provides a range of building blocks across major asset classes for greater diversification.