General Information

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IAdvisor 529 Plan

The IAdvisor 529 Plan is managed by Voya Investment Management Co. LLC. Voya succeeded Upromise Investments as program manager in March 2013. The revised program features an age-based option, four static allocation options, and 12 single fund options utilizing Voya funds managed by Baillie Gifford Overseas Limited; BlackRock Financial Management, Inc.;Brandywine Global Investment Management, LLC; Brookfield Investment Funds; Credit Suisse AssetManagement, LLC; Delaware Investments Fund Advisers; Hahn Capital Management, LLC; LSV AssetManagement; Polaris Capital Management, LLC; Van Eck Associates Corporation; Voya InvestmentManagement Co. LLC; and Wellington Management Company LLP. To find a financial advisor in your area, use the Directory of Financial Professionals.

Our Ratingx

3.5 of 5

Fee Scorex

3.5 of 5
3.5 of 5


3.5 of 5
3.5 of 5

  • Program typeSavings
  • Inception2006, but substantially changed in 2013
  • State agency
    State Treasurer of Iowa
  • Tax deduction
  • Program Manager
    Voya Investment Management Co. LLC
  • Program distributor
    Voya Investments Distributor, LLC

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

Use the form below to filter through the investment options in this plan

Child age

Max Expense Ratio:2.5%

Age Based Investment Options

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.x% Equity1YR PerformanceRank
IAdvisor 529 Age 0-51.09%85%48.24%18 of 27
IAdvisor 529 Age 6-101.05%65%38.14%12 of 21
IAdvisor 529 Age 11-151.14%46%27.85%26 of 38
IAdvisor 529 Age 16-170.97%20%18%14 of 31
IAdvisor 529 Age 18+0.91%5%8.73%30 of 33

Static Investment Options

This refers to an investment option that is not programmed to change over time. The individual fund portfolio and multi-fund portfolio described below are static options. So are many portfolios that do not use mutual funds, such as stable-value options, guaranteed options, CD options, etc.

PortfolioE.R.x% Equity1YR PerformanceRank
IAdvisor 529 Aggressive1.25%95%55.58%193 of 321
IAdvisor 529 Growth1.2%80%47.83%156 of 321
IAdvisor 529 Moderate1.15%65%38.62%22 of 36
IAdvisor 529 Conservative1.08%45%27.79%11 of 37

Individual Investment Options

Sometimes called a single-fund option, this is a portfolio invested in a single mutual fund. Often the name of the 529 portfolio is very similar to the name of the underlying mutual fund. A large number of broker-sold 529s offer an extensive line-up of individual fund options, while a smaller number of direct-sold 529s offer them.

PortfolioE.R.x% Equity1YR PerformanceRank
VY JPMorgan Small Cap Core Equity1.41%100%N/AN/A
VY BlackRock Inflation Protected Bond1.15%0%9.19%74 of 102
Voya Intermediate Bond0.92%0%5.95%42 of 102
Voya International Index1.01%100%44.35%257 of 321
Voya Large Cap Growth1.22%100%50.93%33 of 321
Voya Large Cap Value1.32%100%61.2%148 of 321
Voya MidCap Opportunities1.51%100%69.58%146 of 321
Voya Multi-Manager Mid Cap Value1.34%100%73.78%285 of 321
Voya Government Money Market0.9%0%N/A29 of 30
Voya Short Term Bond0.91%0%6.23%17 of 24
Voya U.S. Stock Index0.83%100%55.09%78 of 321
Voya Small Company (closed 4/30/21)1.61%100%82.26%297 of 321
Voya Multi-Manager International Equity1.48%100%59.55%294 of 321

Use the form below to filter through the investment options in this plan

Child age

Max Expense Ratio:2.5%