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Direct Portfolio

Blended & Individual Investment Options

If you’re comfortable choosing your own investments and managing them directly, the Blended or Individual Options could be the better choice.¹

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Toll Free – 800.997.4295
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Mailing Address:

CollegeInvest Direct Portfolio College Savings Plan

PO Box 219931

Kansas City, MO 64121-9931

Overnight Delivery ONLY:

CollegeInvest Direct Portfolio College Savings Plan

920 Main Street, Suite 900

Kansas City, MO 64105-2017

Direct Portfolio Blended and Individual Options

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 twice per calendar year for the same beneficiary. Please note that there are limitations on your ability to move assets between portfolios.¹

You can choose among five blended and three individual portfolios, which invest in stock fund, bond funds and short-term investments.

Investment returns are not guaranteed and you could lose money, including principal, by investing in these options.

1 Restrictions apply, please read the Plan Disclosure Statement (PDS) carefully.