FAQ
View materials to answer common questions and make 529s easier to understand.
Investment portfolio options
CollegeBound 529 offers the freedom to choose the investment options that best fit your clients' unique timelines and savings goals.
Individual Portfolios
- Individual portfolios provide access to equity, fixed income, balanced, alternatives, and capital preservation options.
- Each individual portfolio is invested in a single underlying investment.
- The lineup of investment portfolios provides a range of building blocks across major asset classes for greater diversification.
Individual portfolio options
Invesco Diversified Dividend Portfolio
Invesco Equally-Weighted S&P 500 Portfolio
Invesco MSCI World SRI Index Portfolio
Invesco Small Cap Growth Portfolio
Invesco American Franchise Portfolio
Invesco Developing Markets Portfolio
Invesco Discovery Mid Cap Growth Portfolio
Invesco Global Focus Portfolio
Invesco NASDAQ 100 Index Portfolio
Invesco S&P 500® Low Volatility Portfolio
Invesco Oppenheimer International Growth Portfolio
1 Stable Value is a fixed income, total return strategy that is designed to provide daily liquidity and principal preservation. Capital preservation guarantee provided by the wrap contract providers; subject to the creditworthiness of those providers and terms of the contracts.
Diversification does not guarantee a profit or eliminate the risk of loss.
