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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
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.
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InvestEd 70 Portfolio (formerly Growth)
Jump To: Asset Allocation | Performance | Fees & Expenses | Growth of $10,000Print
Asset Allocation
| Asset Class | % Assets | Category Avg. |
|---|---|---|
| US Stockix | 70% | 48.68% |
| Foreign Stockix | 0% | 20.43% |
| Real Estateix | 0% | 1.39% |
| Bondix | 30% | 27.09% |
| Short Term Bondix | 0% | 1.32% |
| Cash/MMix | 0% | 1.08% |
PerformanceCategory AvgThis Portfolio
This PortfolioCategory Avg
Fees & Expenses (1 Year)Category AvgThis Portfolio
This PortfolioCategory Avg
Total Expense Ratioix
Fees vs Performance
Calculate your fee
Each investment portfolio within a 529 plan carries with it a certain fee, known as the expense ratio. These annual fees are calculated based on a percentage of the investment balance. Enter the information below to see how much in fees you will pay over the course of your investment.
$0
Growth of $10,000Category AvgThis Portfolio
Assumptions
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 12/31/2020.
Disclaimer: The information contained herein: (1) is proprietary to Saving for College LLC and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Saving for College LLC nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
Each portfolio is assigned to a category of similar portfolios for comparison purposes. Read about our methodology for categorizing portfolios.
Category average
Category averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).