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.
Target Risk portfolios
- Choose from four portfolios calibrated to match different levels of risk: conservative, moderate, growth and aggressive.
- A blend of active and passive funds and strategies are chosen to target the desired risk-adjusted returns and cost-efficiency.
- Monthly rebalancing aims to keep the portfolios in line with their target levels of risk.
Asset allocation
Click through to view the target risk portfolio that may be right for you.
Holdings are subject to change and are not buy/sell recommendations.
Allocations may not equal 100% due to rounding.
Asset allocation percentages apply to all unit classes of the respective portfolios. See the Program Description for more information about unit class availability.
