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.


Introducing Education Strategies
The three Fixed Allocation Portfolios offered in CollegeBoundfund represent different blends of stocks and bonds. The asset allocation does not change over time but remains fixed throughout the Beneficiary’s life. However, the Program will review the Fixed Allocation Portfolios’ asset allocations periodically and may change them based on economic or other factors that the Program believes are relevant.

Fixed Allocation Portfolios
CBF-Fixed-Allocation: Appreciation Portfolio
CBF-Fixed-Allocation: Balanced Portfolio
CBF-Fixed-Allocation: Conservative Portfolio (formerly Preservation Portfolio)

Appreciation Portfolio
The Appreciation Portfolio is invested entirely in stocks and is designed for those who prefer to take a more aggressive approach to investing. The potential for higher returns is greater, but the potential for higher volatility is also greater.



Balanced Portfolio
The Balanced Portfolio invests in a set mix of 65% equities and 35% bonds. The goal of the Balanced Portfolio is to provide an appropriate balance between principal safety and growth opportunity.

Conservative Portfolio
The Conservative Portfolio invests in a set mix of 35% stocks and 65% bonds. This more conservative alternative may be appropriate for investors with older children who are near or approaching college age or for those investors with large balances who want to preserve their college savings.





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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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