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General Information
CollegeBound Saver (Direct-sold)
The CollegeBound Saver program is Rhode Island's direct-sold plan open to Rhode Island residents and non-residents. It features a menu of age-based and static portfolio options utilizing Invesco, Vanguard and BlackRock mutual funds along with a stable value option. Accounts can be linked to the Upromise rewards service.
Our Ratingix
4.5 of 5
Fee Scoreix
5 of 5
Performanceix
4.5 of 5
- Program typeSavings
- Inception1998, substantially changed in 2016.
- State agencyGeneral Treasurer of Rhode Island
- Tax deduction
- Program ManagerAscensus College Savings
- Program distributorAscensus College Savings
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CollegeBound 2023-2024 Portfolio
Jump To: Asset Allocation | Performance | Fees & Expenses | Growth of $10,000Print
Asset Allocation
| Asset Class | % Assets | Category Avg. |
|---|---|---|
| US Stockix | 16.67% | 27.97% |
| Foreign Stockix | 7.54% | 13.45% |
| Real Estateix | 0.79% | 1.47% |
| Bondix | 26% | 45.65% |
| Short Term Bondix | 53% | 6.34% |
| Cash/MMix | 0% | 5.12% |
PerformanceCategory AvgThis Portfolio
This PortfolioCategory Avg
Fees & Expenses (1 Year)Category AvgThis Portfolio
This PortfolioCategory Avg
Total Expense Ratioix
Fees vs Performance
Calculate your fee
Each investment portfolio within a 529 plan carries with it a certain fee, known as the expense ratio. These annual fees are calculated based on a percentage of the investment balance. Enter the information below to see how much in fees you will pay over the course of your investment.
$0
Growth of $10,000Category AvgThis Portfolio
Assumptions
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 09/30/2020.
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.
Each portfolio is assigned to a category of similar portfolios for comparison purposes. Read about our methodology for categorizing portfolios.
Category average
Category averages are designed to be a representation of all portfolios with a similar age and risk profile (represented as a % of equity).