The CollegeInvest Stable Value Plus College Savings Plan was created to protect principal and guarantee a minimum annual rate of return under a funding agreement with Nationwide.
- Program typeSavings
- Inception2003
- State agencyCollegeInvest, a division of the Colorado Department of Higher Education
- Tax deduction
- Program ManagerNationwide Mutual Insurance Company
- Program distributorNationwide Mutual Insurance Company
Investment Options
Investors in Stable Value Plus College Savings Program can select from the following investment options. Click on a portfolio name for more information.
Sometimes referred to as the enrollment-based option, this is an investment approach where your asset allocation is programmed to change over time. Accounts for young beneficiaries are invested aggressively and accounts for beneficiaries with college right around the corner are invested much more conservatively. In some 529 plans, the age-based option operates by automatically transferring your investment from one static portfolio to another at certain points in time. Others utilize lifecycle funds or employ lifecycle-type tactics within the portfolio containing your investment so that it is not necessary to transfer your investment between portfolios.
