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 eleven different 529 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.
» Read more about the Direct Portfolio aged-based 529 investment options

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. You may choose up to five of these investment options for your account .
» Read more about blended and individual 529 investment options

Performance

Check the prices and performance of each of the portfolios mentioned above.
» Read more 

Enroll Now

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.