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General Information
Ivy InvestEd 529 Plan
The Arizona Ivy InvestEd 529 Plan is an advisor-sold 529 savings program that features ten 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 19 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
4 of 5
Fee Scoreix
4.5 of 5
Performanceix
3.5 of 5
- Program typeSavings
- Inception2001
- State agencyArizona Commission for Postsecondary Education
- Tax deduction
- Program ManagerIvy Distributors, Inc.
- Program distributorIvy Distributors, Inc.
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.ix | %Â Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| InvestEd 90 Portfolio (Ages 0 through 2) | 0.91% | 90% | 2.57% | 7 of 27 |
| InvestEd 70 Portfolio (Ages 6 through 7) | 0.9% | 70% | 3.31% | 2 of 20 |
| InvestEd 60 Portfolio (Ages 8 through 9) | 0.86% | 60% | 4.23% | 7 of 26 |
| InvestEd 40 Portfolio (Ages 12 through 13) | 0.85% | 40% | 5.34% | 1 of 38 |
| InvestEd 20 Portfolio (Ages 16 through 17) | 0.8% | 20% | 5.61% | 2 of 31 |
| InvestEd 0 Portfolio (Ages 20+) | 0.8% | 0% | 5.22% | 8 of 33 |
| InvestEd 80 Portfolio (Ages 3 through 5) | 0.87% | 80% | N/A | N/A |
| InvestEd 50 Portfolio (Ages 10 through 11) | 0.86% | 50% | N/A | N/A |
| InvestEd 30 Portfolio (Ages 14 through 15) | 0.85% | 30% | N/A | N/A |
| InvestEd 10 Portfolio (Ages 18 through 19) | 0.79% | 10% | N/A | 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.ix | %Â Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| InvestEd 90 Portfolio (formerly Aggressive) | 0.91% | 90% | 2.91% | 122 of 321 |
| InvestEd 0 Portfolio (formerly Fixed Income) | 0.8% | 0% | 4.4% | 6 of 34 |
| InvestEd 20 Portfolio (formerly Income) | 0.8% | 20% | 4.73% | 1 of 23 |
| InvestEd 80 Portfolio | 0.87% | 80% | N/A | N/A |
| InvestEd 50 Portfolio | 0.86% | 50% | N/A | N/A |
| InvestEd 30 Portfolio | 0.85% | 30% | N/A | N/A |
| InvestEd 10 Portfolio | 0.79% | 10% | N/A | N/A |
| InvestEd 70 Portfolio (formerly Growth) | 0.9% | 70% | 3.51% | 10 of 36 |
| InvestEd 60 Portfolio (formerly Balanced) | 0.86% | 60% | 4.11% | 8 of 37 |
| InvestEd 40 Portfolio (formerly Conservative) | 0.85% | 40% | 4.57% | 6 of 23 |
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