Investment portfolio options

Individual Portfolios

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

Individual Portfolios

  • 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.

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.

Other portfolio types

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