Investment options that work for you
You should feel comfortable with your college savings account. That’s why CollegeBound Saver offers a range of investment options designed to fit your unique goals, timeline, and preferences. Choose investments yourself or let CollegeBound Saver reduce risk over time as your child gets older – you decide.
Don’t want to worry about adjusting your investment strategy? No problem. We have you covered with an all-in-one solution. CollegeBound Saver offers 11 Age-Based Portfolios that align with your child’s start date for college. We manage the asset allocation to gradually become more conservative as the date of enrollment nears.
Target Risk Portfolios
Target Risk portfolios give you the opportunity to invest based on your goals and objectives. Unlike the Age-Based Portfolios, if you invest in one or more Target Risk Portfolios, your assets will not be automatically moved to more conservative investments as the beneﬁciary ages. Instead, your investment will remain fixed in the Portfolio unless and until you direct us to exchange into another Portfolio.
Want a more active role in your college savings? With Individual Portfolios, you can choose from eight investment options to create your own personalized investment mix. Each Individual Portfolio is invested in a single underlying fund.