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Portfolio Fee & Performance Lookup

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(Change) Arizona: Ivy InvestEd 529 Plan


(Select) InvestEd Aggressive Portfolio
(Select) InvestEd Aggressive Portfolio (Ages 0-4)
(Select) InvestEd Balanced Portfolio
(Select) InvestEd Balanced Portfolio (Ages 9-11)
(Select) InvestEd Balanced Portfolio (Ages 9-15) (closed 9/18/17)
(Select) InvestEd Conservative Portfolio
(Select) InvestEd Conservative Portfolio (Ages 12-14)
(Select) InvestEd Conservative Portfolio (Ages 16+) (closed 9/18/17)
(Select) InvestEd Fixed Income Portfolio
(Select) InvestEd Fixed Income Portfolio (Ages 19+)
(Select) InvestEd Growth Portfolio
(Select) InvestEd Growth Portfolio (Ages 0-8) (closed 9/18/17)
(Select) InvestEd Growth Portfolio (Ages 5-8)
(Select) InvestEd Income Portfolio
(Select) InvestEd Income Portfolio (Ages 15-18)
(Select) Ivy Advantus Bond Fund (formerly Ivy Bond Fund)
(Select) Ivy Advantus Real Estate Securities Fund (formerly Ivy Real Estate Securities Fund)
(Select) Ivy Asset Strategy Fund
(Select) Ivy Core Equity Fund
(Select) Ivy Cundill Global Value Fund (closed 9/18/17)
(Select) Ivy Dividend Opportunities Fund
(Select) Ivy Global Income Allocation Fund
(Select) Ivy Government Money Market Fund
(Select) Ivy High Income Fund
(Select) Ivy International Core Equity Fund
(Select) Ivy Large Cap Growth Fund
(Select) Ivy Limited-Term Bond Fund
(Select) Ivy Mid Cap Growth Fund
(Select) Ivy Natural Resources Fund
(Select) Ivy Proshares Interest Rate Hedged HY Index
(Select) Ivy Proshares MSCI ACWI Index
(Select) Ivy Proshares Russell 2000 Div Growers Index
(Select) Ivy Proshares S&P 500 Bond Index
(Select) Ivy Science and Technology Fund
(Select) Ivy Small Cap Growth Fund

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Ameriprise Financial instructions

Consult with your office/branch manager for instructions.

Commonwealth Financial instructions

Commonwealth Financial Advisors, you will find your portal on CommunityLink in the Financial Planning Playbook under Education Planning Tools.

LPL Financial instructions

Visit the Education Planning page in the LPL BranchNet Resource Center to access your portal.

Morgan Stanley instructions

Visit Tools and Forms in the Education Savings Products page in 3DResources to access your portal.

Raymond James instructions

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

RW Baird instructions

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


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