Enhanced Ivy InvestEd 529 Plan expands number of portfolios and adds investment options
Ivy Investments has introduced a series of enhancements to the Ivy InvestEd 529 Plan, including increasing the number of InvestEd Portfolios and expanding investment options, all designed to best meet investor needs as they save for higher education. Specific enhancements include:
The number of InvestEd Portfolios (age-based and static options) increased from 6 to 10.
The InvestEd Portfolios have been renamed based on the equity allocation percentage in each portfolio.
Two iShares Exchange-Traded Funds (ETFs) have been added as underlying investment options within the
InvestEd Portfolios (age-based and static options).
Three Ivy Funds have been added as underlying investment options within the InvestEd Portfolios (age-based and static options).
Return to 529 News centerThe number of InvestEd Portfolios (age-based and static options) increased from 6 to 10.
The InvestEd Portfolios have been renamed based on the equity allocation percentage in each portfolio.
Two iShares Exchange-Traded Funds (ETFs) have been added as underlying investment options within the
InvestEd Portfolios (age-based and static options).
Three Ivy Funds have been added as underlying investment options within the InvestEd Portfolios (age-based and static options).