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.

Fee Score

4.5 / 5

Performance

3 / 5
  • Program type
    Savings
  • Inception
    2001
  • State agency
    Arizona Commission for Postsecondary Education
  • Tax deduction
  • Program Manager
    Ivy Distributors, Inc.
  • Program distributor
    Ivy Distributors, Inc.

Ivy Securian Real Estate Securities Fund (formerly Ivy Advantus Real Estate Securities Fund)

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stock0%71.18%
Foreign Stock0%23.8%
Real Estate100%4.2%
Bond0%0.79%
Short Term Bond0%0.02%
Cash/MM0%0.01%

Performance

Category Avg
This Portfolio
This Portfolio
Category Avg

Fees & Expenses (1 Year)

Category Avg
This Portfolio
This Portfolio
Category Avg

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.

$0

Growth of $10,000

Category Avg
This Portfolio

Assumptions

Data in "Growth of $10,000" is based on historical annual performance data.

Data as of 03/31/2021.

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).

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