Direct Portfolio Investment Options
Choosing an investment option that fits your family’s budget and specific investment strategy is important. Investments in the Direct Portfolio College Savings Plan give you the opportunity to leverage the low-cost indexing strategy of The Vanguard Group. Vanguard keeps costs low while striving to ensure that its index funds track market benchmarks more closely than other index funds.
Since your family is unique, we offer 11 different investment options ranging from conservative to aggressive.
Three Age-Based Options
Within these three options, your assets will be managed according to the age of your beneficiary. As your student ages, your assets are automatically shifted from more aggressive to more conservative investments.
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Five Blended Portfolios and Three Individual Portfolios
These eight options allow you to tailor your investments from more conservative to more aggressive. Your assets will not move between portfolios until you instruct the plan to adjust your allocations.
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You may choose up to five of these investment options for your account.
Performance
Check prices and performance of each of the portfolios mentioned above.
Important Considerations
Official Statement
Please read the applicable Plan Disclosure Statements carefully before investing. They explain certain risks, fees, limitations, restrictions and qualifications regarding the Plans’ benefits and potential tax advantages. Plan Disclosure Statements can be found at www.collegeinvest.org. Investments in CollegeInvest Plans are not guaranteed by the state of Colorado or any other governmental entity, and may lose value, including principal amount invested. Administered and issued by CollegeInvest.
Home State
If you or your designated beneficiary are a resident of a state other than Colorado, before investing you should check with your home state to see if it offers a 529 program. That program may offer state tax or other benefits to residents of that state that may not be available to investors in programs of other states.
Capacity of Dealer and Other Parties
CollegeInvest is the issuer of plan securities and is the trustee of the plans in accordance with Colorado law. CollegeInvest also oversees the Managers' activities and provides certain administrative services, such as marketing, audit, and financial statements, in connection with the plans.
Vanguard and Upromise
Upromise Investments, Inc., serves as Plan Manager for the CollegeInvest Direct Portfolio College Savings Plan and has overall responsibility for the day-to-day operations, including effecting transactions. The Vanguard Group, Inc., serves as Plan Manager and Investment Manager for the CollegeInvest Direct Portfolio College Savings Plan. Vanguard Marketing Corporation, an affiliate of The Vanguard Group, Inc., also assists CollegeInvest with marketing and distributing the CollegeInvest Direct Portfolio College Savings Plan.
Vanguard Marketing Corporation, Distributor and Underwriter for the CollegeInvest Direct Portfolio College Savings Plan.
CollegeInvest and the CollegeInvest logo are registered trademarks. Vanguard is a trademark of The Vanguard Group, Inc. Upromise is a registered service mark of Upromise, Inc. |