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.
- Program typeSavings
- Inception2001
- State agencyArizona State Treasurer
- Tax deduction
- Program ManagerAscensus,LLC
- Program distributorGoldman Sachs, L.P
InvestEd 70 Portfolio (formerly Growth)
Asset Allocation
| Asset Class | % Assets | Category Avg. |
|---|---|---|
| US Stock | 70% | 48.68% |
| Foreign Stock | 0% | 20.43% |
| Real Estate | 0% | 1.39% |
| Bond | 30% | 27.09% |
| Short Term Bond | 0% | 1.32% |
| Cash/MM | 0% | 1.08% |
Performance
Fees & Expenses (1 Year)
Total Expense Ratio
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.
Growth of $10,000
Assumptions
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 03/31/2022.
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).