NEXT
General Information
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 Ratingix
3.5 of 5
Fee Scoreix
3.5 of 5
Performanceix
3.5 of 5
- Program typeSavings
- Inception2006, but substantially changed in 2013
- State agencyState Treasurer of Iowa
- Tax deduction
- Program ManagerVoya Investment Management Co. LLC
- Program distributorVoya 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.
| Portfolio | E.R.ix | % Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| IAdvisor 529 Age 0-5 | 1.09% | 85% | 48.24% | 18 of 27 |
| IAdvisor 529 Age 6-10 | 1.05% | 65% | 38.14% | 12 of 21 |
| IAdvisor 529 Age 11-15 | 1.14% | 46% | 27.85% | 26 of 38 |
| IAdvisor 529 Age 16-17 | 0.97% | 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.
| Portfolio | E.R.ix | % Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| IAdvisor 529 Aggressive | 1.25% | 95% | 55.58% | 193 of 321 |
| IAdvisor 529 Growth | 1.2% | 80% | 47.83% | 156 of 321 |
| IAdvisor 529 Moderate | 1.15% | 65% | 38.62% | 22 of 36 |
| IAdvisor 529 Conservative | 1.08% | 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.
| Portfolio | E.R.ix | % Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| VY JPMorgan Small Cap Core Equity | 1.41% | 100% | N/A | N/A |
| VY BlackRock Inflation Protected Bond | 1.15% | 0% | 9.19% | 74 of 102 |
| Voya Intermediate Bond | 0.92% | 0% | 5.95% | 42 of 102 |
| Voya International Index | 1.01% | 100% | 44.35% | 257 of 321 |
| Voya Large Cap Growth | 1.22% | 100% | 50.93% | 33 of 321 |
| Voya Large Cap Value | 1.32% | 100% | 61.2% | 148 of 321 |
| Voya MidCap Opportunities | 1.51% | 100% | 69.58% | 146 of 321 |
| Voya Multi-Manager Mid Cap Value | 1.34% | 100% | 73.78% | 285 of 321 |
| Voya Government Money Market | 0.9% | 0% | N/A | 29 of 30 |
| Voya Short Term Bond | 0.91% | 0% | 6.23% | 17 of 24 |
| Voya U.S. Stock Index | 0.83% | 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 Equity | 1.48% | 100% | 59.55% | 294 of 321 |
Use the form below to filter through the investment options in this plan