CollegeBoundfund® Investment Options

We recognize that every investor has a different approach to investing. This is why CollegeBoundfund offers a wide variety of investment options. CollegeBoundfund portfolios invest in a mix of stock, bond and/or money market mutual funds managed by AllianceBernstein.


Investors may choose from among nine AllianceBernstein mutual funds and a stable value option to create their own investment portfolio. The minimum allocation for any selected Individual Fund Portfolio is $1,000. (Not available for Corporate Employee Payroll Direct Deposit Plans.)*

Portfolio Options
AllianceBernstein Growth Funds
 Large-Cap Growth Fund
 Small/Mid-Cap Growth Portfolio (formerly Mid-Cap Growth Portfolio)
 Small Cap Growth Portfolio
 Global Thematic Growth Portfolio(formerly Global Technology Portfolio)
AllianceBernstein Value Funds
  Growth & Income Fund
 Value Fund
 International Value Fund
 Small/Mid Cap Value Fund
AllianceBernstein Fixed Income Fund
  Intermediate Bond Portfolio (formerly Quality Bond Portfolio)
Index Fund
  Vanguard Total Stock Market Index Portfolio
  (available only to Rhode Island Accounts purchasing directly from the Program)

*To create a Customized Allocation Portfolio, the initial contribution to an account must be at least $1,000 or the contribution plus the aggregate balance of all existing accounts the Participant maintains for that Beneficiary must equal at least $1,000. The minimum allocation for any mutual fund selected for the Customized Allocation Portfolio is $1,000. For Rhode Island accounts, the minimum allocation for any mutual fund is $250. In addition, the $1,000 initial contribution and total account balance requirement to create a Customized Allocation Portfolio does not apply for Rhode Island accounts.

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You should consider the investment objectives, risks, charges and expenses of the CollegeBoundfund carefully before investing. For a free copy of the Program Description, which contains this and other information, visit our Literature and Forms section, or call your financial representative or AllianceBernstein at (888) 324-5057. Please read the Program Description carefully before you invest.

If you are not a Rhode Island resident or if you have taxable income in another state, consider whether that other state offers a similar plan with favorable state income tax or other benefits not available if you invest in the CollegeBoundfund. Statements in this material concerning taxation are not offered as individual tax advice. Investors should consult with their tax advisor or contact their state tax division for more information before investing.

The investments in CollegeBoundfund are not guaranteed by the State of Rhode Island, the Rhode Island Higher Education Assistance Authority (which established and implemented CollegeBoundfund and makes rules and regulations governing the program), the Rhode Island State Investment Commission (which oversees the investments of the assets of CollegeBoundfund), the Federal Deposit Insurance Corporation (FDIC) or any instrumentality thereof. CollegeBoundfund is managed by AllianceBernstein L.P. and distributed by AllianceBernstein Investments, Inc., member FINRA.

Investment Products Offered:

Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed

Investors should consider the investment objectives, risks, charges and expenses of the Fund/Portfolio carefully before investing. For copies of our prospectus or summary prospectus, which contain this and other information, click here or contact your AllianceBernstein Investments representative. Please read the prospectus and/or summary prospectus carefully before investing.

AllianceBernstein mutual funds may be offered only to persons in the United States and by way of a prospectus. This web site should not be considered a solicitation or offering of any investment products or services to investors residing outside of the United States.

AllianceBernstein Investments, Inc. is an affiliate of AllianceBernstein L.P., the manager of the funds, and is a member of FINRA.

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