YOUR GUIDE TO SAVING FOR COLLEGE

CollegeBound 529 (Advisor-sold)

Expense Ratio

0.0%

2.7%

Investors in CollegeBound 529 (Advisor-sold) can select from the following investment options. Click on a portfolio name for more information.

Age Based

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Invesco CollegeBound Today Portfolio 0.82% 0% 1.30% N/A N/A N/A
Invesco CollegeBound 2017-2018 Portfolio 0.85% 14% 3.38% N/A N/A N/A
Invesco CollegeBound 2019-2020 Portfolio 0.85% 25.96% 4.26% N/A N/A N/A
Invesco CollegeBound 2021-2022 Portfolio 0.87% 34% 5.64% N/A N/A N/A
Invesco CollegeBound 2023-2024 Portfolio 0.89% 38% 6.42% N/A N/A N/A
Invesco CollegeBound 2025-2026 Portfolio 0.89% 46% 6.90% N/A N/A N/A
Invesco CollegeBound 2027-2028 Portfolio 0.91% 54% 7.69% N/A N/A N/A
Invesco CollegeBound 2029-2030 Portfolio 0.93% 64% 8.87% N/A N/A N/A
Invesco CollegeBound 2031-2032 Portfolio 0.95% 74% 9.84% N/A N/A N/A
Invesco CollegeBound 2033-2034 Portfolio 0.95% 75% 10.63% N/A N/A N/A
Invesco CollegeBound 2035-2036 Portfolio 0.94% 75% 10.63% N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Invesco Conservative College Portfolio 0.87% 34% 5.84% N/A N/A N/A
Invesco Moderate College Portfolio 0.91% 60% 9.26% N/A N/A N/A
Invesco Growth College Portfolio 0.93% 85% 11.79% N/A N/A N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Invesco Stable Value Portfolio 0.87% 0% 1.10% N/A N/A N/A
Invesco Short Duration Inflation Protected Portfolio 0.72% 0% -0.30% N/A N/A N/A
Invesco Core Plus Bond Portfolio 0.94% 0% 2.40% N/A N/A N/A
Invesco Equally-Weighted S&P 500 Portfolio 0.58% 100% 15.56% N/A N/A N/A
Invesco Diversified Dividend Portfolio 0.85% 100% 10.24% N/A N/A N/A
Invesco Equity and Income Portfolio 0.79% 60% 14.52% N/A N/A N/A
PowerShares FTSE RAFI US 1500 Small-Mid Portfolio 0.81% 100% 19.50% N/A N/A N/A
Invesco Small Cap Growth Portfolio 1.15% 100% 20.57% N/A N/A N/A
Invesco Global Sustainable Equity Portfolio 1.02% 100% 16.57% N/A N/A N/A
Invesco International Growth Portfolio 1.31% 100% 14.65% N/A N/A N/A
PowerShares FTSE RAFI Developed Markets ex-U.S. Portfolio 0.88% 100% 22.87% N/A N/A N/A

See detailed breakdown of sales charges and expenses by portfolio here.


Data as of 09/30/2017.

Disclaimer: The information contained herein: (1) is proprietary to Saving for College LLC and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Saving for College LLC nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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Visit the 529 Department page on BairdWeb to access your Savingforcollege.com portal.

 

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