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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 Ratingx

4 of 5

Fee Scorex

4.5 of 5

Performancex

3 of 5

  • Program typeSavings
  • Inception2001
  • State agency
    Arizona Commission for Postsecondary Education
  • Tax deduction
    Tax deduction for single filers $2,000/yr
    Tax deduction for joint filers $4,000/yr
  • Program Manager
    Waddell & Reed, Inc.
  • Program distributor
    Ivy 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.

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.

PortfolioE.R% Equity1YR PerformanceRank
InvestEd Aggressive Portfolio1.01%90%10.36%N/A
InvestEd Fixed Income Portfolio0.74%0%-0.3%N/A
InvestEd Income Portfolio0.74%25%2.7%N/A
InvestEd Growth Portfolio0.98%75%8.73%2 of 34
InvestEd Balanced Portfolio0.88%60%6.89%4 of 37
InvestEd Conservative Portfolio0.88%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.

PortfolioE.R% Equity1YR PerformanceRank
Ivy Proshares Russell 2000 Div Growers Index0.72%100%6.63%243 of 308
Ivy Proshares MSCI ACWI Index0.75%100%9.53%163 of 308
Ivy Proshares Interest Rate Hedged HY Index0.89%0%5.21%6 of 98
Ivy Proshares S&P 500 Bond Index0.6%0%-2.22%96 of 98
Ivy Proshares S&P 500 Div Aristocrats Index0.75%100%14.29%179 of 308
Ivy Global Equity Income Fund1.13%100%N/AN/A
Ivy Asset Strategy Fund1.28%100%10.27%142 of 308
Ivy Securian Core Bond Fund (formerly Ivy Advantus Bond Fund)1.01%0%-0.44%45 of 98
Ivy Core Equity Fund1.1%100%18.56%44 of 308
Ivy Natural Resources Fund1.27%100%7.31%136 of 308
Ivy High Income Fund1.08%0%4.5%3 of 98
Ivy International Core Equity Fund1.28%100%1.03%273 of 308
Ivy Large Cap Growth Fund1.15%100%26.99%17 of 308
Ivy Mid Cap Growth Fund1.28%100%29.48%20 of 308
Ivy Government Money Market Fund0.55%0%1.05%18 of 26
Ivy Securian Real Estate Securities Fund (formerly Ivy Advantus Real Estate Securities Fund)1.42%100%2.3%293 of 308
Ivy Science and Technology Fund1.3%100%19.73%23 of 308
Ivy Small Cap Growth Fund1.35%100%26.41%31 of 308
Ivy Limited-Term Bond Fund0.95%0%-0.45%16 of 24

Use the form below to filter through the investment options in this plan

Child age


Max Expense Ratio:2.5%