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.

Fee Score

3.5 / 5

Performance

3.5 / 5
  • Program type
    Savings
  • Inception
    2006, 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

Investment Options

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

Age Based Investment Optionsaccordion open icon

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.% Equity1YR PerformanceRank
IAdvisor 529 Age 0-51.09%85%34.06%18 of 27
IAdvisor 529 Age 6-101.05%65%26.48%12 of 21
IAdvisor 529 Age 11-151.14%46%19.07%26 of 38
IAdvisor 529 Age 16-170.97%20%11.5%14 of 31
IAdvisor 529 Age 18+0.91%5%4.48%30 of 33
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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