More Options. More Ways to Save for Education Your Way.
We know every student deserves a tailored approach when saving for college. CollegeCounts offers a wide variety of investment options to help achieve your savings goals. Select from Age-Based, Target or Individual Fund Portfolios to choose an investment strategy that is right for you.
Three Paths Offer Flexibility for your Family's Goals
With three types of portfolios available, you can choose the option that sets your student up for success when it’s time to pay for higher education.
Age-Based Portfolios
These easy-to-use investment options make saving for college simple and straightforward. Choose the option that best matches your overall risk tolerance – aggressive, moderate or conservative – and the portfolio will automatically adjust and become more conservative as your beneficiary approaches college age.
Target Portfolios
Investors looking for a set allocation of stocks, bonds, and money market investments within a professionally managed portfolio can choose from six static options. Portfolios are automatically rebalanced to maintain the target mix, making it ideal for savers seeking consistent asset allocation over time.
Individual Fund Portfolios
CollegeCounts offers 26 individual fund portfolios across multiple asset classes, allowing you to customize your investment portfolio.
Quality Fund Families
CollegeCounts offers funds from some of the nation’s most well-respected mutual fund families.
