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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, five static allocation options, and 13 single fund options utilizing Voya funds managed by BG Overseas, BlackRock Financial Management, CBRE Clarion, Credit Suisse, DIFA, Goldman Sachs, Hahn Capital Management, JPMorgan, Lazard, LSV, Polaris, Van Eck, Voya IM, and Wellington Management. To find a financial advisor in your area, use the Directory of Financial Professionals.

Our Ratingx

3 of 5

Fee Scorex

2.5 of 5

Performancex

2.5 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
  • Manager contract termUNLOCK PRO

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% Equity1YR PerformanceRank
IAdvisor 529 Age 0-51.43%84%8.35%20 of 24
IAdvisor 529 Age 6-101.38%64.5%6.14%16 of 20
IAdvisor 529 Age 11-151.32%45%4.2%29 of 32
IAdvisor 529 Age 16-171.27%25%2.7%24 of 26
IAdvisor 529 Age 18+1.2%5%N/A29 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% Equity1YR PerformanceRank
IAdvisor 529 Aggressive1.46%94%9.18%188 of 308
IAdvisor 529 Growth1.42%84%8.30%213 of 308
IAdvisor 529 Moderate1.37%64.5%6.32%26 of 34
IAdvisor 529 Conservative1.32%45%4.67%28 of 37
IAdvisor 529 Ultra Conservative1.2%10%0.45%22 of 33

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% Equity1YR PerformanceRank
VY BlackRock Inflation Protected Bond1.27%0%N/A25 of 98
VY Clarion Global Real Estate1.75%100%1.21%284 of 308
Voya Intermediate Bond1.08%0%-1.60%69 of 98
Voya International Index1.22%100%1.55%264 of 308
Voya Large Cap Growth1.54%100%23.54%46 of 308
Voya Large Cap Value1.50%100%8.01%272 of 308
Voya MidCap Opportunities1.73%100%18.35%117 of 308
Voya Multi-Manager Mid Cap Value1.58%100%7.22%170 of 308
Voya Government Money Market0.98%0%0.70%24 of 26
Voya Short Term Bond1.25%0%-0.29%18 of 24
Voya U.S. Stock Index1.01%100%16.73%120 of 308
Voya Small Company1.80%100%6.3%166 of 308
Voya Multi-Manager International Equity1.70%100%1.85%240 of 308

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

Child age


Max Expense Ratio:2.5%