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


2 / 5
  • Program type
  • 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

IAdvisor 529 Aggressive

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stock70%70.25%
Foreign Stock25%24.69%
Real Estate0%4.46%
Short Term Bond0%0%


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

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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.


Growth of $10,000

Category Avg
This Portfolio


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

Data as of 03/31/2024.

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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