YOUR GUIDE TO SAVING FOR COLLEGE

IAdvisor 529 Plan

Expense Ratio

0.0%

2.7%

Investors in IAdvisor 529 Plan can select from the following investment options. Click on a portfolio name for more information.

Age Based

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
IAdvisor 529 Age 0-5 1.43% 85% 14.23% 6.90% N/A N/A
IAdvisor 529 Age 6-10 1.38% 65% 10.95% 5.90% N/A N/A
IAdvisor 529 Age 11-15 1.33% 45% 7.58% 4.62% N/A N/A
IAdvisor 529 Age 16-17 1.27% 25% 4.68% 3.33% N/A N/A
IAdvisor 529 Age 18+ 1.20% 5% 1.31% 1.95% N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
IAdvisor 529 Aggressive 1.46% 85% 14.93% 7.12% N/A N/A
IAdvisor 529 Growth 1.42% 65% 12.25% 6.31% N/A N/A
IAdvisor 529 Moderate 1.37% 45% 8.85% 5.06% N/A N/A
IAdvisor 529 Conservative 1.32% 25% 6.01% 3.77% N/A N/A
IAdvisor 529 Ultra Conservative 1.20% 5% 1.68% 2.07% N/A N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
VY BlackRock Inflation Protected Bond 1.27% 0% -1.88% 0.11% N/A N/A
VY Clarion Global Real Estate 1.76% 0% -2.19% 3.05% N/A N/A
Voya Intermediate Bond 1.08% 0% 0.99% 2.77% N/A N/A
Voya International Index 1.23% 100% 17.74% 4.13% N/A N/A
Voya Large Cap Growth 1.54% 0% 19.02% 10.87% N/A N/A
Voya Large Cap Value 1.51% 100% 16.01% 6.02% N/A N/A
Voya MidCap Opportunities 1.73% 100% 14.97% 9.25% N/A N/A
Voya Multi-Manager Mid Cap Value 1.59% 100% 15.97% 7.78% N/A N/A
Voya Government Money Market 0.98% 100% N/A N/A N/A N/A
Voya Short Term Bond 1.25% 0% 0.68% 0.69% N/A N/A
Voya U.S. Stock Index 1.01% 100% 17.51% 9.72% N/A N/A
Voya Small Company 1.80% 0% 17.62% 12.14% N/A N/A
Voya Multi-Manager International Equity 1.71% 100% 14.77% 4.24% N/A N/A

See detailed breakdown of sales charges and expenses by portfolio here.


Data as of 09/30/2017.

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.

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Ameriprise Financial instructions

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Commonwealth Financial instructions

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LPL Financial instructions

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Raymond James instructions

Visit the 529 Plan Resource Center on RJ Net to access your Savingforcollege.com portal.

RW Baird instructions

Visit the 529 Department page on BairdWeb to access your Savingforcollege.com portal.

 

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