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CollegeBound 2029-2030 Portfolio

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Asset allocation

Asset type
% assets
Category avg.
US StockThis represents an ownership share in US-based corporations. Although they are more volatile than bonds, they historically offer a greater risk-adjusted return.
21.50%
21.68%
Foreign StockThis represents ownership in companies of developed foreign countries. Their main value lies in diversification since they react different to economic climate changes than US Stocks do.
11.00%
10.50%
Real EstateThis represents ownership in companies that operate in real estate. These companies invest in equity securities of companies in the real estate industry, including real estate operating companies, real estate investment trusts, and similar entities established outside the US.
0.75%
0.57%
BondThese are bonds that generally mature in more than 10 years. Although they usually offer a larger return than short-term bonds, they are more susceptible to interest rate risk.
43.25%
54.52%
Short Term BondThese are bonds that generally mature in less than 3 years. This limited time to maturity means that interest rate risk is low compared to intermediate and long-term bonds. Still, these bonds will have a small degree of price fluctuation.
23.50%
8.26%
Cash/MMMoney Market Funds have the objective to earn interest for their shareholders while maintaining a net asset value of $1. Their portfolios are comprised of short-term securities representing high-quality, liquid debt and monetary instruments.
0%
4.68%

Performance

This Portfolio
Category avg.

Fees & expenses (1 year)

This Portfolio
Category avg.

Total expense ratio

Total expenses do not include sales charges or additional fees such as account maintenance fees.

Fees vs Performance

Calculate your portfolio fees

Each investment portfolio within a 529 plan carries with it a certain fee, known as the expense ratio. These fees are calculated based on a percentage of the investment balance. Enter the information below to see how much in fees you will pay over the course of your investment.

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Fee
$0

Growth of $10,000

This Portfolio
Category avg.

Assumptions

Data in "Growth of $10,000" is based on historical annual performance data.

Data as of 06/30/2026.

Disclaimer: The information contained herein: (1) is proprietary to Saving for College LLC and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Saving for College LLC nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Each portfolio is assigned to a category of similar portfolios for comparison purposes. Read about our methodology for categorizing portfolios.

Category average
Category averages are designed to be a representation of all portfolios with a similar age and risk profile (represented as a % of equity).

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