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Ivy InvestEd 529 Plan
The Arizona Ivy InvestEd 529 Plan is an advisor-sold 529 savings program that features six fund-of-fund mutual funds from Ivy Investment Management Company, available as either static investment options or as part of an age-based strategy, plus 20 individual-fund portfolios invested in Ivy Funds mutual funds. To find a financial advisor in your area, use the Directory of Financial Professionals.
Our Ratingix
Fee Scoreix
Performanceix
- Program typeSavings
- Inception2001
- State agencyArizona Commission for Postsecondary Education
- Tax deductionTax deduction for single filers $2,000/yrTax deduction for joint filers $4,000/yr
- Program ManagerWaddell & Reed, Inc.
- Program distributorIvy Distributors, Inc. (IDI)
- Manager contract termUNLOCK PRO
Investors in Ivy InvestEd 529 Plan can select from the following investment options. Click on a portfolio name for more information.
Use the form below to filter through the investment options in this plan
Child age
Max Expense Ratio:2.5%
Age Based Investment Options
Sometimes referred to as the enrollment-based option, this is an investment approach where your asset allocation is programmed to change over time. Accounts for young beneficiaries are invested aggressively and accounts for beneficiaries with college right around the corner are invested much more conservatively. In some 529 plans, the age-based option operates by automatically transferring your investment from one static portfolio to another at certain points in time. Others utilize lifecycle funds or employ lifecycle-type tactics within the portfolio containing your investment so that it is not necessary to transfer your investment between portfolios.
| Portfolio | E.R | % Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| InvestEd Aggressive Portfolio (Ages 0-4) | 1.01% | 90% | 10.36% | N/A |
| InvestEd Growth Portfolio (Ages 5-8) | 0.98% | 75% | 8.73% | 3 of 16 |
| InvestEd Balanced Portfolio (Ages 9-11) | 0.88% | 60% | 6.89% | 1 of 24 |
| InvestEd Conservative Portfolio (Ages 12-14) | 0.88% | 40% | 4.67% | 14 of 32 |
| InvestEd Income Portfolio (Ages 15-18) | 0.74% | 25% | 2.7% | N/A |
| InvestEd Fixed Income Portfolio (Ages 19+) | 0.74% | 0% | -0.3% | N/A |
Static Investment Options
This refers to an investment option that is not programmed to change over time. The individual fund portfolio and multi-fund portfolio described below are static options. So are many portfolios that do not use mutual funds, such as stable-value options, guaranteed options, CD options, etc.
| Portfolio | E.R | % Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| InvestEd Aggressive Portfolio | 1.01% | 90% | 10.36% | N/A |
| InvestEd Fixed Income Portfolio | 0.74% | 0% | -0.3% | N/A |
| InvestEd Income Portfolio | 0.74% | 25% | 2.7% | N/A |
| InvestEd Growth Portfolio | 0.98% | 75% | 8.73% | 2 of 34 |
| InvestEd Balanced Portfolio | 0.88% | 60% | 6.89% | 4 of 37 |
| InvestEd Conservative Portfolio | 0.88% | 40% | 4.67% | 2 of 19 |
Individual Investment Options
Sometimes called a single-fund option, this is a portfolio invested in a single mutual fund. Often the name of the 529 portfolio is very similar to the name of the underlying mutual fund. A large number of broker-sold 529s offer an extensive line-up of individual fund options, while a smaller number of direct-sold 529s offer them.
Use the form below to filter through the investment options in this plan