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.
- Program typeSavings
- Inception2001
- State agencyArizona State Treasurer
- Tax deduction
- Program ManagerIvy Distributors, Inc.
- Program distributorIvy Distributors, Inc.
Investment Options
Investors in Ivy InvestEd 529 Plan can select from the following investment options. Click on a portfolio name for more information.
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 90 Portfolio (Ages 0 through 2) | 0.9% | 90% | 26.27% | 7 of 27 |
| InvestEd 70 Portfolio (Ages 6 through 7) | 0.85% | 70% | 20.16% | 2 of 20 |
| InvestEd 60 Portfolio (Ages 8 through 9) | 0.85% | 60% | 17.17% | 7 of 26 |
| InvestEd 40 Portfolio (Ages 12 through 13) | 0.85% | 40% | 11.27% | 1 of 38 |
| InvestEd 20 Portfolio (Ages 16 through 17) | 0.83% | 20% | 5.53% | 2 of 31 |
| InvestEd 0 Portfolio (Ages 20+) | 0.79% | 0% | -0.08% | 8 of 33 |
| InvestEd 80 Portfolio (Ages 3 through 5) | 0.88% | 80% | 23.14% | N/A |
| InvestEd 50 Portfolio (Ages 10 through 11) | 0.87% | 50% | 14.2% | N/A |
| InvestEd 30 Portfolio (Ages 14 through 15) | 0.84% | 30% | 8.31% | N/A |
| InvestEd 10 Portfolio (Ages 18 through 19) | 0.82% | 10% | 2.71% | N/A |
