Ivy InvestEd 529 Plan

In June 2022, the Ivy InvestEd 529 Plan ceased operations and investments in the plan were converted into the Goldman Sachs 529 Plan. In connection with the conversion, all Ivy 529 Plan records and assets were transferred to Ascensus College Savings Recordkeeping Services, LLC, the new Program Manager and Recordkeeper for the Plan. Goldman Sachs Asset Management, L.P. serves as the Investment Manager and Goldman Sachs & Co. LLC serves as Distributor of the Plan. To find a financial advisor in your area, use the Directory of Financial Professionals.

Fee Score

4.5 / 5

Performance

3 / 5
  • Program type
    Savings
  • Inception
    2001
  • State agency
    Arizona State Treasurer
  • Tax deduction
  • Program Manager
    Ascensus,LLC
  • Program distributor
    Goldman Sachs, L.P

Investment Options

Investors in Ivy InvestEd 529 Plan can select from the following investment options. Click on a portfolio name for more information.

Age Based Investment Optionsaccordion open icon

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.

PortfolioE.R.% Equity1YR PerformanceRank
InvestEd 90 Portfolio (Ages 0 through 2)0.9%90%3.89%7 of 27
InvestEd 70 Portfolio (Ages 6 through 7)0.85%70%2.57%2 of 20
InvestEd 60 Portfolio (Ages 8 through 9)0.85%60%1.76%7 of 26
InvestEd 40 Portfolio (Ages 12 through 13)0.85%40%0.03%1 of 38
InvestEd 20 Portfolio (Ages 16 through 17)0.83%20%-1.54%2 of 31
InvestEd 0 Portfolio (Ages 20+)0.79%0%-3.35%8 of 33
InvestEd 80 Portfolio (Ages 3 through 5)0.88%80%3.2%N/A
InvestEd 50 Portfolio (Ages 10 through 11)0.87%50%0.91%N/A
InvestEd 30 Portfolio (Ages 14 through 15)0.84%30%-1.01%N/A
InvestEd 10 Portfolio (Ages 18 through 19)0.82%10%-2.41%N/A
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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