Direct Portfolio Blended and Individual Options

If you are interested in a set 529 investment allocation—and choosing if, when and how it adjusts over time—you may want to consider a Blended or Individual Portfolio . You can choose among five blended and three individual portfolios, which invest in stock funds , bond funds and short-term investments.

Unlike the Age-Based Options, your allocation to Blended and Individual Portfolios will remain fixed until you instruct the plan to change it. To help preserve capital and minimize the effects of equity market risk and fluctuations as your beneficiary nears college, you can progressively move your assets to more conservative investments once per calendar year for the same beneficiary. Please note that there are limitations on your ability to move assets between portfolios.1

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If you'd like to free yourself from the task of adjusting your investment allocation over time, you may want to consider an Age-Based Option.

Performance

Check the prices and performance of each of the portfolios mentioned above.
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 ¹ Restrictions apply, please read the Plan Disclosure Statement carefully.

Important Considerations
For more information about the CollegeInvest Direct Portfolio College Savings Plan, visit www.collegeinvest.org to obtain a Plan Disclosure Statement and Participation Agreement. Investment objectives, risks, charges, expenses, and other important information are included in these documents; read and consider them carefully before investing. If you are not a Colorado taxpayer, consider before investing whether your or the designated beneficiary’s home state offers any state tax or other benefits that are only available for investments in such state’s qualified tuition program.  Administered and issued by CollegeInvest. Vanguard Marketing Corporation, Distributor and Underwriter.

Investments in the CollegeInvest Direct Portfolio 529 College Savings Plan are not guaranteed by the State of Colorado or any other governmental entity, the Vanguard Group, Inc. or Upromise Investments, Inc., and may lose value including the principal amount invested.

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.

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. also serves as Plan Manager and Investment Manager for the CollegeInvest Direct Portfolio College Savings Plan and Vanguard Marketing Corporation, an affiliate of The Vanguard Group, Inc., assists CollegeInvest with marketing and distributing the Direct Portfolio College Savings Plan.

The Plan’s portfolios, although they invest in Vanguard mutual funds, are not mutual funds.

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.